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.
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