Electronically Witnessing Wills & PoAs and Protecting Vulnerable Clients
Video conferencing technology like Skype, WhatsApp, FaceTime and Zoom can now be used in NSW in the witnessing of critical legal documents like wills, powers of attorney, affidavits and statutory declarations under a new regulation made on 22 April 2020. Master how you can legally execute estate planning documents in the COVID-19 landscape whilst protecting vulnerable clients. Attend this webinar for a practical perspective from a wills and estates expert.
Description
Attend and earn 1 CPD units in Substantive Law
Video Tech for Witnessing Legal Documents and Vulnerable Client Case Study
- How to witness wills, powers of attorneys, enduring guardianships, statutory declarations and affidavits electronically and effectively
- How to obtain valid instructions from your client whilst social distancing
- Undue influence and meeting the needs of your vulnerable clients
- How to ensure testamentary capacity in this physical-distancing world
- Case study: preparing documents for a client in an aged care facility
- What does the future look like for the execution of Estate Planning documents?
Presented by Ron Aurelius, Special Counsel, Bartier Perry