Wills and Inheritance Quality Scheme Toolkit

Adoption of core practice management standards, based on Lexcel v.5, is a mandatory requirement for legal practices seeking accreditation under the new Wills and Inheritance Quality Scheme*.

To help applicants to understand and comply with these standards, this practical toolkit:

• describes the requirements of each standard
• gives advice on implementation
• sets out example policies, plans and procedures
• refers to overlapping obligations under the SRA Handbook
• compares the related obligations of the Wills and Inheritance Protocol (see below).

Over 30 example documents are provided in this toolkit, both within the book and on its accompanying CD-ROM. This means you can customise the documents to suit your firm’s particular needs.

*Practices accredited under Lexcel v.5 already meet the core practice management standards of the Wills and Inheritance Quality Scheme. Members of the Conveyancing Quality Scheme must demonstrate that core practice management standards have been applied across the relevant departments.