I work in private client.
Will drafting is not always simple and there are many, many ways solicitors can be sued by disappointed family members if someone dies and the Will hasn’t been drafted and executed correctly. You also need to make sure that there is no undue influence, to follow the golden rule where clients are older and their instructions deviate from previous Wills (which you may not have seen at the time instructions are taken), or where there is the possibility of mental incapacity, for example a diagnosis of dementia or Alzheimer’s.
Then there’s second marriages with children from previous marriages, where you might need to give different advice as well as IHT planning and trusts and so on and so on and so on.
This work is hard to do over the phone as you cannot see your client and you can pick up lots of information from what a client does not say during face to face meetings that just cannot be done on the phone. A lot of my clients who are in their eighties wouldn’t know how to have a Zoom meeting or a Skype call.
And some people are dying. Not necessarily death bed Wills but where there is a terminal illness. In my opinion this needs to be done in person.
These are not transactions, they are people who need help, support, advice, comfort, sympathy and care. Like the man I saw today who has no family and lost his wife of 60 years four weeks ago and who sobbed in my office.
It’s not always possible to work from home unfortunately.