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Wills, Trusts and Executries Conference 2026

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  5. Wills, Trusts and Executries Conference 2026
Location & Date
Location: Online, Zoom
Day 1
Date: 23rd June 2026
Time: 09:30 - 13:00
Day 2
Date: 24th June 2026
Time: 09:30 - 13:00
Training Details
Live Online
Live Online:

Join this CPD training online at the specified time

CPD Hours: 6
Register & Details
Book now Tell A Friend Contact Us View prices
6 hours verifiable CPD

Join us this June for our Wills, Trusts and Executries Conference. Across two mornings we will bring together experts in these fields to explore the latest legal developments to estate planning, trusts and executries.  

We will deep dive into, among other topics, assessing prior and legal rights, the new Digital Assets (Scotland) Bill, executry and trusts accounting, and alternative dispute resolution. With an emphasis on skill development and first-hand industry insights this Conference will be advantageous for the newly qualified and seasoned professionals alike.

You will have plenty of opportunities to collaborate, discuss ideas and queries and share best practice points with the industry leaders and fellow practitioners in attendance. 

Learning Outcomes:

  • Reflect on the Trust and Succession (Scotland) Act 2024 and its effectiveness two[SZ2.1] years on

  • Deep dive into the contestation of wills and how to assess for prior and legal rights

  • Analyse the new Digital Assets (Scotland) Bill influencing succession planning

  • Gain industry insights into the restructuring and variation of complex trusts 

  • Explore different facets of executry duties include accounting and intestate estates

  • Examine alternative dispute resolution and AI and how they are influencing these areas of practice

Speakers

Yvonne Evans
Conference Chair
Yvonne Evans
Senior Lecturer in Law
Sarah-Jane Macdonald
Speaker
Sarah-Jane Macdonald
Partner
Wright, Johnston & Mackenzie 
Stewart Gibson
Speaker
Stewart Gibson
Partner
Brodies LLP
Ally Thomson
Speaker
Ally Thomson
Director
Hey Legal
Richard Millar
Speaker
Richard Millar
Managing Director
National Free Wills Network
Steven Hill
Speaker
Steven Hill
Managing Director and Accredited Legal Technologist
Denovo
Louise Levene
Speaker
Louise Levene
International Asset Services Manager
Finders International
Alex Willson
Speaker
Alex Willson
Head of Legal Partnerships
Currencies Direct
Emily Pike
Speaker
Emily Pike
Partner
Brodies LLP

Programme

Day One | Session One: Case and Legislative Update

09:30 Welcome and Introduction, Chair
Yvonne Evans
Yvonne Evans
Senior Lecturer in Law
09:35 Case Law Review
Emily Pike
Emily Pike
Partner, Brodies LLP
10:15 How Does the Trust and Succession (Scotland) Act 2024 Hold Up Two Years On?
Sarah-Jane Macdonald
Sarah-Jane Macdonald
Partner, Wright, Johnston & Mackenzie 
10:55 Questions and Discussion with Speakers from Session One
Yvonne Evans
Yvonne Evans
Senior Lecturer in Law
11:05 Comfort Break

Session Two: Wills and Succession Planning

11:15 Title TBC
Steven Hill
Steven Hill
Managing Director and Accredited Legal Technologist, Denovo
11:50 Title TBC
Alex Willson
Alex Willson
Head of Legal Partnerships, Currencies Direct
12:20 Strength & Purpose in Practice: Embedding CSR Through Wills and Legacy Giving
Richard Millar
Richard Millar
Managing Director, National Free Wills Network
12:55 Closing Remarks
Yvonne Evans
Yvonne Evans
Senior Lecturer in Law
13:00 End of Day One

Day Two | Session Three: Trusts and Executries

09:30 Welcome and Introduction, Chair
Yvonne Evans
Yvonne Evans
Senior Lecturer in Law
09:35 Re-structuring and Variation of Complex Trusts
Stewart Gibson
Stewart Gibson
Partner, Brodies LLP
10:10 Questions and Discussion
Yvonne Evans
Yvonne Evans
Senior Lecturer in Law
10:20 Transition to Breakout Sessions

10:25 Breakout Sessions

Executry and Trusts Accounting
Breakout 1
Executries of Intestate Estates
Breakout 2
11:05 Comfort Break and Transition to Main Plenary

Session Four: ADR and AI

11:20 Dividend Recovery, Access and Regulation
Louise Levene
Speaker
Louise Levene
International Asset Services Manager, Finders International
12:05 Questions and Discussion
Yvonne Evans
Yvonne Evans
Senior Lecturer in Law
Louise Levene
Speaker
Louise Levene
International Asset Services Manager, Finders International
2 Speakers
12:10 Introducing: The Succession Law Tech Sprint
Ally Thomson
Ally Thomson
Director, Hey Legal
12:55 Closing Remarks
Yvonne Evans
Yvonne Evans
Senior Lecturer in Law
13:00 Close of Conference

A message from our Sponsors:

Finders International

National Free Wills Network

My Executor Box

Testimonials

Excellent and varied 2 days covering a range of relevant topics.
Delegate, 2025 Conference
A very well-organised and useful webinar covering a range of topics for practitioners working in the day-to-day running of estate administration. The delivery of the content was well-managed and ideally paced. Included in the content were legal updates, case law and practical tips for implementing developments. I would highly recommend this webinar to anyone working in this field
Delegate, 2024 Conference
I found it overall a useful conference with a good spread of topics – especially in relation to new legislation.
Delegate, 2024 Conference
Prices (prices exclude VAT)
Member:
£260.00
New member:
£208.00
Non-member:
£312.00
Unemployed member:
free

Contact Us

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Additional

Main Sponsors

Currencies Direct

Currencies Direct save Scottish solicitors time and money on their property and executory payments where an international transfer is required.

Read more about Currencies Direct
Finders International

Award-winning Probate Genealogy company that trace heirs to estates, property and assets

Read more about Finders International

Session Sponsors

Denovo Business Intelligence

Case management & workflow software solutions

Read more about Denovo Business Intelligence
National Free Wills Network

The National Free Wills Network is a solicitor-only initiative that connects legal professionals with supporters of partner charities, enabling firms to offer free will-writing services while building trusted client relationships and delivering meaningful charitable impact.

Read more about National Free Wills Network
Scottish Building Society

Our Client Account Online is designed to help legal firms across Scotland hold client money safely and securely, whilst complying with regulatory obligations.

Read more about Scottish Building Society

Also sponsored by

My Executor Box

My Executor Box is a secure online platform for solicitor firms clients, to record and store key information in their estate planning, available for the right people at the right time ensuring a quick and efficient transfer of assets and information when required.

Read more about My Executor Box
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