Fast find key precedents—probate matter
Fast find key precedents—probate matter

The following Wills & Probate guidance note provides comprehensive and up to date legal information covering:

  • Fast find key precedents—probate matter
  • File administration documents
  • General letters to clients (PRs)
  • Miscellaneous letters
  • Letters to HMRC
  • Pre-grant letters and documents
  • Grant application letters
  • Post-grant letters (enclosing grant)
  • Letters paying accounts due

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. File administration documents 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 General letters to clients (PRs) 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 Miscellaneous letters 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 Letters to HMRC Throughout a probate