This On Demand was recorded on 2 April 2025.

Worried about the potential risks and liabilities that come with drafting wills? You’re not alone.

In this essential On Demand, expert Tammy McLeod will dive into the most common risks lawyers face during will preparation and provide proven strategies for minimising those risks. From using checklists to ensure thoroughness, to understanding how family disputes and hidden dynamics can shape the process, this session will equip you with the knowledge to protect both your practice and your clients in the often-complex world of estate planning.

Learning Outcomes

Learning Outcomes

• Understand strategies for minimising liability when preparing wills. 
• Learn the importance of using checklists in the will preparation process.
• Gain insights into how family disputes and underlying dynamics affect will preparation. 
• Develop practical skills for navigating the complexities of estate planning while protecting yourself from liability.

Who Should Watch?

Anyone doing private client work, including general practitioners and legal executives.

Presenter

Tammy McLeod, Managing Director, Davenports Law