Solicitors' will-making duties

Mortensen, Reid (2002) Solicitors' will-making duties. Melbourne University Law Review, 26 (1). pp. 60-87. ISSN 0025-8938

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Official URL: http://mulr.law.unimelb.edu.au/

Abstract

Since the recognition that, in will-making practice, solicitors owe duties to beneficiaries as well as to clients, the courts have stated solicitors' will-making duties with some precision. However the law of tort still fails to offer an agreed rationale for them. This article suggests that, tortious principles aside, these duties spring from a clearer articulation of the solicitor's professional role as caretaker of clients' testamentary intentions. This idea explains most adjudication on will-making, while placing reasonably clear limits on solicitors' liabilities. This article's theory of the solicitor's caretaking role is the basis of its criticism of Queensland Art Gallery Board of Trustees v Henderson Trout (a firm) — where duties to one who merely hoped to be a beneficiary were recognised — and its conclusion that the duties stated there are conceptually precarious and practically unsustainable.

Item Type:Article (Commonwealth Reporting Category C)
Additional Information:Final published version supplied by, and deposited with the permission of the publisher.
Uncontrolled Keywords:wills; will-making; solicitors
Fields of Research (FOR2008):18 Law and Legal Studies > 1801 Law > 180126 Tort Law
Subjects:390000 Law, Justice and Law Enforcement > 390100 Law > 390117 Tort Law
Socio-Economic Objective (SEO2008):UNSPECIFIED
ID Code:5007
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Deposited On:30 Mar 2009 17:00
Last Modified:25 Jan 2010 15:48

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