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Adoption of core practice management standards, based on Lexcel, is a mandatory requirement for legal practices seeking accreditation under the Wills and Inheritance Quality Scheme. To help applicants to understand and comply with 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.

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

Please note that this toolkit is correct to Lexcel version 5.

Contents

1. Introduction  2. Risk management  3. Financial management  4. Information management  5. Client care  6. File and case management  Appendix.