In Scotland, private client solicitors offer their clients a range of wills, executry and related services. Practitioners will face a number of common risk management issues, that can arise at any stage of a transaction: from taking instructions to drafting documents and having them signed or in the management of a trust or estate.

The Module

This risk management module covers some common areas of risk for the private client solicitor. It has been designed to help practitioners minimise the risk of claims and complaints being made. The module is interactive and will provide you with some practical examples of claims faced by practitioners and key lessons to be learned from each example.

How to Get Started

The course is available free of charge and takes about 30 minutes to complete and is CPD verified.

Please ensure you click on “EXIT THE COURSE” on the final page of the module. Please then email masterpolicyteam@uk.lockton.com to confirm that you have completed the training and so that it can be recorded for CPD purposes.​​​​​​​