Wills & Estates Unboxed - a toolkit to improve your practice
Wills & Estates Unboxed - a toolkit to improve your practice
Risk Management unboxed - Tuesday 26 March 2018
Slides and recording
1 hour 20 minutes
1.5 CPD Unit in Practice Management or Professional Skills

Jane LeMessurier, LeMessurier Harrington Consulting – PI Risk, Ethics & Practice Management expert
Alf Macolino, Partner O’Loughlins Lawyers’ Health Aged Care & Retirement Living, Estates & Real Estate Groups - Expert Wills & Estate Practitioner

Claims are on the rise in wills and estates. The Inheritance (Family Provision) Act is proving to be a particular hot spot. The Society has purchased a suite of documents for wills and estates from Lexon, the insurer of the Queensland PII scheme which have been adapted to SA legislation and court rules. These documents will be launched during the session. In this multimedia workshop very recent claims will be examined with a focus on how good systems and procedures will reduce a firm’s vulnerability.

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