Category : Partner News

Following a successful award ceremony in 2021, Exizent have continued to show their support at this year’s British Wills and Probate Awards, brought to us by Today’s Wills & Probate. Since launching in 2018 to recognise the work of businesses and practitioners up and down the country in the Wills and Probate sector, the awards […]Read More

Insurance providers Insuristic have launched a digital platform offering unoccupied property insurance for probate providers. The firm says unoccupied property insurance to your probate advisory service can add a lot of value to probate providers and their clients. They note that it is the duty of the person appointed as an executor of the estate […]Read More

When a Statutory Will is written on the behalf of an individual who has lost capacity, there are many things to be considered. Title Research’s new blog discusses when these Wills should be made, the application and execution process, and a Statutory Will case study. More specifically, it answers: What is a Statutory Will? Are […]Read More

When a loved one passes away, the first steps can be overwhelming. There are a number of tasks that need to be completed and it’s often hard to prioritise, making a difficult time even more stressful. Kings Court Trust’s new blog aims to simplify the initial steps for your clients by covering: How to obtain […]Read More

Please join us on Friday 10th and Monday 13th June for CTT Superhero Webinar No. 90 – an introduction to CTT Law. This webinar will be hosted by our guest speakers, Eamon Sullivan and Laura Massey, who are joining us from CTT Law. Eamon is a dispute resolution and litigation solicitor, and Laura is CTT […]Read More

DIY will writing services have made it easier for people to include so-called “wacky” terms in their wills, according to a report. The report states there has been a rise in “trust clauses” or conditions that specify how an inheritance is paid out. An early example of such a clause was the will of Frank […]Read More

This 9th June, Clio – the world’s leading provider of cloud-based legal practice management software – will be bringing its first in-person UK event in over two years to London. The Innovate Legal London event will provide an evening of networking and discussion for legal practitioners and law firm owners. Innovate Legal is an exclusive […]Read More

As many aspects of our lives move to the digital world, it’s unsurprising that the task of dealing with a loved one’s digital assets when they pass away is becoming increasingly common. Due to cryptocurrency only recently emerging, many are still unaware of what it is and may overlook the stage of dealing with cryptoassets […]Read More

Please join us on Friday 10th and Monday 13th June for CTT Superhero Webinar No. 90 – an introduction to CTT Law. This webinar will be hosted by our guest speakers, Eamon Sullivan and Laura Massey, who are joining us from CTT Law. Eamon is a dispute resolution and litigation solicitor, and Laura is CTT […]Read More

Free webinar from Estatesearch and Millar & Bryce: the Missing Billions, Unclaimed Assets and Developing Best Practice Event details: Date: Tuesday 7th June 2022 at 10:30am – 11:15am Missed assets and liabilities are a growing issue in estate administration with 88% of professionals agreeing it is increasingly challenging to identify estate accounts. This session will […]Read More

A report in 2021 by Arden Partners suggested that within five years, a third of lawyers could be working under a consultancy model. Is this the future of law firms? To discuss this question, join Clio’s next instalment of the How to Grow a Law Firm series, when Clio’s Geraldine O’Reilly will be chatting with […]Read More

With the continued success of the Inheritance Data share search, we have seen a huge number of shareholdings united with beneficiaries of estates that would have previously been missed. In one case, Inheritance Data was contacted by an individual who was the named executor of her late father’s estate. Mrs R contacted us to see […]Read More

The Society of Will Writers and Estate Planning Practitioners began as an idea amongst five business owners who had a vision of creating a totally independent representative body for will writers. Launching the SWW in April 1994 played a vital role in kickstarting the estate planning profession at a time when there was no easily […]Read More

In the latest episode of Title Research’s podcast, Topical Talks, Anthony Allsopp is joined by Caroline Miller, Partner and Head of Private Client Disputes at Wedlake Bell LPP, to explore the topic of claims against estates. As well as discussing testamentary freedom and an example intestacy case, they cover: Who can bring a claim against […]Read More

We talk about the use of Trusts as a means of protection for your clients and their families, but how does a Trust ensure that the assets are utilised for the chosen beneficiaries? Are you clear on the possible implications in relation to divorce and long term care if Trustees (and Beneficiaries) disclose Trust assets […]Read More

From unknown assets and hefty fees, to delays from third parties that lead to lengthy case timescales, the probate/confirmation process is far from simple. This is why, in 2021, 52% of legal professionals felt their firm could handle probate more efficiently. Exizent’s annual Bereavement Index last year demonstrated ways in which the process is not […]Read More

The pandemic profoundly impacted the way wills and probate practitioners work. Face-to-face client meetings were replaced by video calls, office chats happened on messaging services instead of at the watercooler, and work took place at the kitchen table rather than the boardroom. What’s the common thread in all these scenarios? Cloud-based software. Cloud-based software can […]Read More

Those with a Will in the UK are urged to register their Will with The National Will Register for free this month as part of their Free Will Registration Month. The campaign aims to highlight not only the importance of making a Will, but also registering a Will so that it can be located quickly […]Read More

Discretionary trusts vs simple wills and IHT – which route ends up costing a family more? If you look hard enough, you will find calculations for all kinds of financial questions. Which is the best way to save for your retirement, pensions or ISAs? What is the best way to fund the purchase of a […]Read More

Expert probate genealogy firm Anglia Research has entered into an exciting strategic partnership with Estatesearch, the UK’s leading provider of financial asset and liability searches. The partnership enables Anglia Research to introduce its legal firm partners to a dedicated online portal giving them access to key financial asset and liability searches as well as other […]Read More