Providing Services for Vulnerable Testators
In this months CPD paper we will look at what we consider good practice when it comes to dealing with clients who are vulnerable in some way. We will cover what is meant by vulnerable, what a member should look out for as a marker for vulnerability, and what reasonable adjustments are and when they need to be made. We will also consider capacity and undue influence.
Please be sure to read the provided PDF notes before attempting the quiz.
Click the link below to start the quiz.