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Recorded Webinars

Recorded Webinar: Preparing Wills and EPOAs in a Pandemic: Is Close Enough Good Enough?

In these unprecedented times, succession lawyers will be receiving many enquiries from clients wishing to make Wills and Enduring Powers of Attorney to ensure that their affairs are in order. However, how can these documents be validly prepared and executed whilst adhering to soc

Date/Time

About the Webinar

In these unprecedented times, succession lawyers will be receiving many enquiries from clients wishing to make Wills and Enduring Powers of Attorney to ensure that their affairs are in order. However, how can these documents be validly prepared and executed whilst adhering to social distancing rules? This session examines how to navigate this new and unsettling landscape, including:

  • How do you obtain valid instructions from your client?
  • Issues to consider when a face to face meeting is not possible
  • Preparing a valid will:
    • How can you ensure there is testamentary capacity?
    • When can beneficiaries witness a will?
    • ‘Drive-in’ services and other novel solutions
    • How to use video evidence effectively
    • Informal wills – are they better than nothing?
  • Witnessing and execution requirements in a COVID-19 landscape - unpacking COVID-19 Legislation Amendment (Emergency Measures) Bill 2020 and other reforms
  • Case study: Preparing documents for a client living in an aged care facility

Presented By

Steve Grant
Director, Merthyr

Who Should Attend?

This webinar is suitable for succession lawyers – Australia wide. This webinar is for practitioners with some knowledge in this area and looking to improve their knowledge.

Enquiries/Assistance

If you need assistance or have an enquiry, please do not hesitate to contact our Webinar Coordinator, Lisa Tran on (03) 8601 7709 or email: [email protected]

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