Introduction to Elderly Clients

This course will cover:  

• how to identify your client  
• the importance of elderly client care and assessing mental capacity  
• how to recognise the risk of undue influence 
• key legislation such as the Equality Act 2010  
• common legal tasks such as drafting wills and planning long-term care 

By the end of this course, you will be able to: 

• identify your client and determine the appropriate source of instructions, even in situations involving conflicting interests among family members 
• recognise the importance of elderly client care, including the considerations and adjustments needed when taking instructions, particularly in relation to assessing mental capacity 
• be aware of the risk of undue influence 
• familiarise yourself with key legislation and cases, including the Equality Act 2010, which may impact your clients 
• gain insight into the common types of legal work related to elderly clients, such as drafting wills, long-term care and planning, and similar matters 

Course format 

This online course consists of the following elements: 

• an interactive course presentation, with a variety of knowledge checks spaced throughout to test understanding of the material as the learner progresses 
• an end-of-course assessment consisting of 10 questions 

Our courses conform to Web Content Accessibility Guidelines 2.1. However, some members may require an alternative version for accessibility purposes. This is available upon request via our contact us form. 

Assessment 

In order to pass the assessment, you must achieve a pass mark of 70%. 

The knowledge checks included in the course presentation are intended to aid your understanding of the content and offer the opportunity to apply your knowledge. They do not form part of the assessment.