Random bits wills Flashcards
If there is more than one executor and only one has come to see you, what should you do?
Make sure you obtain instruction from the other executor
Can you advise a trustee on how to invest in a trust?
No- need a financial adviser. Should only state that they have a duty to choose diverse and appropriate investments
How should you introduce yourself?
As a NQ sol
What do you need to do in relation to asking about assets/debts?
Refer to the specific categories
How can you make the interview feel more personal?
Show that you have some idea of why the client is visiting by saying ‘I’ve read your file so I understand that you have been named as executor of your late father’s estate, however it would be useful if you could explain in your own words why you are here today.’
