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The event

Wilmington Charities and Smee & Ford are delighted to present the second annual meeting for legacy administration professionals and their teams. The 2019 Excellence in Legacy Administration conference is for charities, by charities, which means attendees will receive the latest actionable guidance and practical tactics from those who are leading the way in the profession. Designed for charities and legacy teams of all sizes, with sessions streamed for all levels of expertise, the event will offer first-hand examples of how charities have dealt with latest technological developments affecting the sector, the challenges and benefits of collaboration, and the impact a well-run Legacy admin team can have for a charity. To examine these issues, we have gathered an experienced group of legacy admin professionals, who we feel can offer real insight, allowing delegates to maximise the take-home benefits of the conference.

Why Attend

Excellence in Legacy Administration conference will provide you with the opportunity to gain knowledge, compare experiences and share best practice with your fellow legacy admin professionals, and will offer practical guidance on the latest developments and challenges for the sector, plus: 

  • Focus on the day to day challenges affecting legacy admin, with real-life examples from experienced professionals  
  • Debate, discuss and find solutions with your peers from the legacy admin community at this annual thought leadership platform
  • Be inspired by charities leading the way in legacy administration using the latest innovations, investments and improvements
  • Examine key issues affecting the sector and gain practical knowledge during focused,  interactive breakout sessions
  • Network with your peers from the legacy admin profession during informal drinks after the conference

You can view the full agenda here. We are excited to announce that we have already confirmed speakers, including...

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Key Themes

The last Will, testament and video blog

Get up to date with the latest Will-writing formats and develop existing skills.

Expect the unexpected

Uncover real-life examples and practical solutions for dealing with complex lay executor requests...read more

Setting the scene

Understand the changing landscape of legacy administration and the impacts on your charity.

Developing an effective legacy administration process

Enhance your existing skills and develop your essential legacy toolkit.

LA Superstars

Help your team become legacy admin role models through best practice, development and resource ma...read more

The power of collaboration

Discover the benefits and challenges of working with other charities.

Brave New World

Learn how to lead the way in legacy admin through innovation, investments and improvements.

Effective forecasting

Discuss the risks and rewards of predicting future income.


Key opportunities throughout the conference to network with other senior leaders in legacy admini...read more


Engaging throughout, very good pace, pitched right, and a great vibe with a very collaborative feel! I liked it all! 
Jag Jandu, Children With Cancer UK
Everyone was informative and happy to help in future, I enjoyed the interaction between speakers and delegates
Amy Roberts, Western Sussex Hospitals NHS Trust
Putting faces to names and hearing how other charities operate and what their collaboration is with the rest of the charity 
Annette Fuller, Help for Heroes


ELA will be taking place at the Leonardo Royal Tower Bridge Hotel (previously The Grange Tower Bridge Hotel) on Tuesday 3rd December 2019.  This hotel is situated in central London, 15 minutes’ walk from the Tower of London and Tower Hill Underground Station is just a 5-minute walk away. 

Contact Us


Customer Service

T: 020 7324 2365


David Boore

T: 020 7324 2372


Bethan Poland

T: 020 7549 2526


Matt Grange

T: 020 7324 2365


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