Tuesday 1st Nov 2022 @12:00PM (GMT)
Join us for a client training webinar where Steve Nicholls will take you through the basics of Wills and LPA in SOS Connect. The demonstration will cover:
LPA
• Initial requirements
• Letters and Documents
• Clauses within LPA documents
• Matter creation and the Agenda
• Forms
• Health & Welfare
• Property & Finance
• Joint LPA files
Wills
• Initial requirements
• Letters and Documents
• Will Clauses
• Matter creation and the Agenda
• Will creation
• Add Executors
• Add Clauses to build a Will
• Mirror Wills
