The following Wills & Probate guidance 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.
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