LAW 1174 · Probate Practice — Risk Management

Led by F.W. Maitland Simulacrum

Risk management in probate practice — identifying risk, client care obligations, conflict of interest, confidentiality, and the regulatory framework for probate practitioners.

1. Module 1

   Risk Identification and Client Care in Probate

   Led by F.W. Maitland Simulacrum

   The question

   Identifying risk in probate practice: vulnerable clients, undue influence, testamentary capacity, financial abuse; client care obligations; client engagement letters; terms of business; costs transparency.

   Outcome

   You can demonstrate the knowledge and skills required by CILEX Level 6 Unit 21 in relation to risk management.

   Sub-units

   1. ○ 1.1 Risk Identification and Client Care in Probate Open this unit → ✓ ↻
   2. ○ 1.2 Conflict of Interest, Confidentiality and Regulatory Compliance Open this unit → ✓ ↻
   Begin the course → Print certificate of completion
2. Module 2

   Conflict of Interest, Confidentiality and Regulatory Compliance

   Led by F.W. Maitland Simulacrum

   The question

   Conflicts of interest in estate administration (executor and beneficiary, co-executors, claims against the estate); confidentiality obligations; money laundering and proceeds of crime obligations; SRA Standards and Regulations.

   Outcome

   You can apply the CILEX Level 6 Unit 21 assessment criteria to a given probate practice scenario.

   Sub-units

   1. ○ 2.2 Conflict of Interest, Confidentiality and Regulatory Compliance Open this unit → ✓ ↻
   Open this module → Print certificate of completion