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Paul Saunders, Managing Director of risk and compliance business Legal Eye, chats to Ben Furlong from Estate Search about the upcoming changes to the Probate Practitioners Handbook.
With the ninth edition due out in early Spring 2021 we look at what law firms – and private client teams – can do to protect themselves from the increasing risks surrounding the area of estate administration and in particular what steps firms can take to protect themselves from the liabilities involved in failing to locate an asset which is later discovered.
Watch this Q&A to find out more:
Estate Search suggests adopting wording similar to that found in the document below in client engagement letters to help to protect the firm as well as individual advisors.
Estatesearch Client Care Letter (FPS)
