SQE2 Interview and Attendance Note/Legal Analysis - Wills and Intestacy, Probate Administration and Practice - Sample Question and Discussion of Answer

Sep 21, 2026

Uploaded by Anda

Sample SQE2 interview and attendance note/legal analysis assessment material focused on Wills and Intestacy, Probate Administration and Practice. Candidates receive an email and supporting documents, then use 25 minutes to conduct the client interview, followed by 25 minutes writing by hand an attendance note/legal analysis. The pack includes candidate guidance, a sample client scenario involving a deceased’s estate, and an explanation of why a sample candidate clearly passes based on listed interview assessment skills and criteria.

LanguageEnglish

CategoryExam

FormatPDF

Pages16

Reading Time40 min

AccessFree to download

SQE2 Sample Question and Discussion of Answer

Interview instructions and time limits

Client scenario and will details

Note to candidates and recording guidance

Discussion of answer: Interview

Assessment criteria (skills)

SQE2 sample question and discussion of answer Interview and attendance note/legal analysis (Wills and Intestacy, Probate Administration and Practice) Reviewed 1 December 2025 Candidates will undertake 16 assessments in SQE2 . To pass SQE2 candidates will need to obtain the overall pass mark for SQE2 . This sample question and discussion of answer is an example of an interview and attendance note/legal analysis assessment. Candidates will have 10 minutes to consider the email and/or documents followed by 25 minutes to conduct the interview with the client. They will then have 25 minutes to write, by hand, an attendance note/legal analysis of the interview they have just completed. For further details, see the SQE2 Assessment Specification. Please note that the sample questions are provided to give an indication of the type of tasks that candidates 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. Question and additional candidate papers From: Partner Sent: 5 July 202\# To: Candidate Subject: Megan Davies (Gareth Davies deceased) Megan Davies is an established client of the firm whom I was due to see today about the estate of her brother, Gareth Davies. Unfortunately, I have had a family bereavement and cannot make the meeting. I spoke to Megan briefly this morning and she was happy with my suggestion that you could conduct the interview instead of me. Megan has already emailed me a copy of Gareth’s will, which you will find attached. You will see from the will that Megan is one of Gareth’s executors. She intends toadminister the estate without our help, as she has experience of acting as executor for both her parents. She is instructing us to give her some initial advice about specific questions she has about the distribution of the estate and Inheritance Tax implications. I understand that she also has a query about whether she can act as sole executor. I have already confirmed to Megan that the will is valid, so you do not need to discuss the validity of the will with her. I will be working on the file with you, so following your meeting, please write a full attendance note/case analysis setting out all the advice we should give to the client in relation to the issues above, as well as any other matters you discuss at the meeting. Please also include any key facts, next steps for us/the client, and any professional conduct issues that arise. I have already taken the client’s contact details, and the necessary identity checks have been completed, so please do not worry about those matters. Thanks Partner ATTACHMENT: Will of Gareth Davies Note to Candidates: You are not required to deal with, nor will you be asked about, client care matters (including costs) or money laundering issues. Please do not record your name on the answer template. This is the last will of me GARETH DAVIES of 22 Glynbridge Gardens , Bridgend , Bridgend County CF31 1LW which I make this 2 nd day of October 2019 1. I revoke all former Wills and Codicils made by me 2. I appoint my sisters ERIN DAVIES and MEGAN DAVIES to be my executors 3. I give my 1973 Austin Mini Clubman car to my said sister MEGAN DAVIES 4. I give all the rest of my estate (after the payment of my debts, funeral and testamentary expenses and the aforementioned gifts) to my daughter FFION MORGAN and my colleague OWAIN HUGHES as tenants in common in equal shares absolutely Signed by the said GARETH DAVIES in our joint presence and then Gareth Davies by us in his Anton Hope ANTON HOPE 26 Glynbridge Gardens Bridgend Bridgend County CF31 1LW Joanne Cooper JOANNE COOPER 24 Glynbridge Gardens Bridgend Bridgend County CF31 1LW Note to Candidates: This is a copy of the original will. You may assume the original will was executed in accordance with the provisions of s.9 of the Wills Act 1837 and that the testator had

FAQs

What tasks and time limits are included in the SQE2 interview assessment?

Candidates review the email and documents for 10 minutes, conduct the interview for 25 minutes, and then write a hand-written attendance note/legal analysis for 25 minutes based on the interview.

What does the client scenario require candidates to address?

The scenario involves advising on questions about estate distribution, Inheritance Tax implications, and whether the client can act as sole executor, with the will validity assumed as already confirmed.

How is a clearly passing interview performance evaluated?

The guidance assesses competency against interview skills including effective questioning, clear communication suitable for the client, professional conduct, client focus, and building an effective relationship to establish trust and confidence.

Sep 21, 2026

Uploaded by Anda