Getting Will Drafting Right: Practical Lessons from Contentious Probate

Drafting errors often lie at the heart of contentious probate disputes, exposing solicitors and advisors to significant professional risk.

This in-person breakfast seminar brings together leading legal and medical experts to explore best practice in assessing testamentary capacity, with a particular focus on when the ‘golden rule’ should apply and how it should be properly implemented.

Designed for non-contentious private client practitioners and professional referrers, the session will provide practical, actionable guidance drawn directly from contentious probate experience.

Key topics include -

• Red flags that should trigger a golden rule assessment
• Who to instruct when assessing testamentary capacity and how
• What distinguishes a strong, defensible capacity assessment from a weak one
• Legal and medical liability risks when things go wrong
• How early collaboration can reduce disputes and improve client outcomes