Taking instructions on making a will

The solicitor’s responsibility is to take proper instructions from the client and carry them out.

The solicitor’s responsibility is to take proper instructions, in relation to making a will, from the client and carry them out according to the client's wishes.  This will involve taking detailed instructions on a range of matters and will include:

  •  Previous will – i.e. whether the client has made any previous will and whether it has been revoked;
  •  Testator’s family  - full details of the testator’s immediate family and any other dependants should be noted;
  •  Size and nature of the estate – to enable appropriate advice to be given;
  •  Lifetime transfers – this needs to be considered for Inheritance Tax purposes.

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