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Member Talk: Information Gathering

2024-09-25T09:42:00

Info exchange (002)

Understand the information needed to administer the estate; what’s needed if there isn’t a will and hear top tips on communicating with family and avoiding disputes.

Our speakers share with us what they think are most important initial steps when it comes to information gathering for estate administration.

They consider what information is needed where there is and isn’t a will.

Hear top tips on identifying if an estate may be open to any disputes and claims, and best practices in terms of communicating with family members and beneficiaries to keep them informed throughout the process.

 

Speakers include:

  • Sarah Robinson, senior knowledge lawyer at Penningtons Manches Cooper and Private Client Solicitors Section advisory committee member
  • Sarah Murphy, partner at Brabners LLP

Recorded on 25 September 2024

To view the full recordings of all four videos in this series, log in  or become a Section member today.

 

 

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