Client interviewing and attendance note/legal analysis (Wills and Intestacy, Probate Administration and Practice)

Summary of question and answer

This sample question and discussion of answer is an example of a client interview and attendance note/legal analysis assessment.

You will be provided with one or more documents stating who the client is and providing an indication of what the client has come to discuss. You have 10 minutes to prepare. You then have 25 minutes to conduct the interview with the client, who is present in the room. The assessor who plays the role of the client in the interview will assess you only on skills (not on application of law).

You then have 25 minutes to write, by hand, an attendance note/legal analysis of the interview you have just completed.

Professionalism and ethics will be core parts of SQE2. Questions on ethics will be pervasive throughout SQE2. Ethical issues will not be flagged. You will need to identify any ethical and professional conduct issues and exercise judgement to resolve them honestly and with integrity.

Please note that the sample questions are provided to give an indication of the type of tasks that you could be set. They do not represent all the material that will be covered in SQE2. Future questions may not take exactly the same format.

For further detail see the SQE2 Assessment Specification.