The following Wills & Probate practice note provides comprehensive and up to date legal information covering:
Most of the work conducted throughout a probate matter is of a common nature. Consequently practitioners will find that they are, in essence, repeating the same letter, or a minor variation of the same, over and over again.
These precedents are the initial and core documents that are necessary to start a probate matter and range from those that are essential to keep the file running no matter who is dealing with it to very basic information about the deceased and the clients. It would be anticipated that these documents would be displayed in a prominent position on/in the file.
Authority for firm to deal with creditors
Beneficiary ID form
Monthly Independent Review Form
Estate administration—file checklist
Estate assets, liabilities and personal details—checklist
These letters are some basic ones that would be sent to the client throughout the matter.
Letter to client enclosing copy letter sent
Letter to client enclosing form for signature
Letter to client enclosing form for signature and witnessing
Letter to client enclosing letter received
Letter to client enclosing letter received and response
Letter to client enclosing letters received and responses
On occasions it is necessary to write a generic letter over and over again or to chase a recalcitrant company or individual.
Generic letter to debtor or creditor
Letter chasing company for response
**Trials are provided to all LexisPSL and LexisLibrary content, excluding Practice Compliance, Practice Management and Risk and Compliance, subscription packages are tailored to your specific needs. To discuss trialling these LexisPSL services please email customer service via our online form. Free trials are only available to individuals based in the UK. We may terminate this trial at any time or decide not to give a trial, for any reason. Trial includes one question to LexisAsk during the length of the trial.
To view the latest version of this document and thousands of others like it, sign-in to LexisPSL or register for a free trial.
Existing user? Sign-in
Take a free trial
Facilitating the performance of a duty by public officialsFacilitation payments, also known as facilitating or grease payments, are generally small amounts of money paid to public officials or others as a means of ensuring that they perform their duty, whether more promptly or at all. In some
What are OFTOs?Offshore Transmission Owners (OFTOs) are the owners of offshore transmission assets which connect offshore wind farms to the onshore electricity network. The transmission assets comprise everything between the offshore point of connection with the generating wind farm assets and the
Statutory declaration of solvencyA company enters voluntary liquidation when the members of the company vote to do so by a special resolution. For more information, see Practice Note: What is a members' voluntary liquidation (MVL) and where/when is it typically used?Before the members can vote on a
A limited company that proposes to issue redeemable shares must comply with the provisions of the Companies Act 2006 (CA 2006).Why do companies issue redeemable shares?A company may wish to issue redeemable shares so that it has an alternative way to return surplus capital to shareholders without
0330 161 1234
To view our latest legal guidance content,sign-in to Lexis®PSL or register for a free trial.