Free webinar: How do blended families inherit?
On Wednesday 27th March at 1pm, join Kings Court Trust for an overview of how blended families inherit. What is a blended family? A blended family is formed when two people come together and bring their children from previous relationships. It’s important to understand how such family dynamics could impact the estate administration process. Technical […]
Insurance is key in the case of a missing beneficiary or valid will
Missing Beneficiary and Missing Will indemnity insurance products, whilst niche, are a key part of the estate administration process. They offer Personal Representatives (PR) protection from claims against them for a share of an estate following distribution. The truth is, no genealogist can ever be 100% sure that all entitled relatives have been identified; it […]
Blanchard’s Blog: Who holds ownership of abandoned properties, and how can they be rejuvenated?
Every day, across the nation, individuals encounter vacant or forsaken properties left idle, showing no signs of revival. From decrepit homes in overlooked neighbourhoods to deserted commercial buildings, these edifices bear the weight of neglect and disuse. Yet, hidden behind their boarded-up windows and unkempt lawns lies a pertinent question: Who holds ownership of these […]
Webinar: Successfully Adopting Legal Technology in Small to Medium Sized Law Firms
Join us for an exciting opportunity at Exizent’s upcoming exclusive webinar! We are thrilled to have Aleks Tomczyk, Co-Founder & Managing Director, share his views on successfully adopting legal technology (LegalTech) in small to medium sized law firms. Aleks will start by tackling some of the common challenges faced by law firms when adopting technology. […]
Client blog: What happens to my debt when I die?
The period after the death of a loved one is a difficult time; and many people prefer to avoid thinking about it in advance. There are many challenges to consider; not only the emotional difficulties, but also the administrative duties that will need to be dealt with. An example of this is when the deceased […]
The Estate Registry: Head of UK operations Luke Cheadle talks Tackling the Challenge
Rising property prices can be good news for people selling a house, but in probate cases they can also offer a challenge. The UK’s probate system has long been a subject of contention and concern, and now, with rising house values, this age-old system faces new and amplified challenges. Since 2009, the inheritance tax nil-rate […]
Disrupting Tradition: How Digital Demands Are Reshaping Private Client Practices
In an era where the ‘old man in a suit’ epitomises the pinnacle of trust and expertise for many, a seismic shift is underway, challenging the very foundations of traditional private client practices. Ben Stanway, co-founder of the widely utilised savings and investing app Moneybox, captures this zeitgeist: “One way to give confidence is via […]
The end of video witnessing for wills in the UK: A step backwards for modern legal practices?
In perhaps a somewhat predictable move, the UK government has decided not to renew the temporary legislation allowing for the video witnessing of wills, a measure introduced during the COVID-19 pandemic to facilitate the legal process while adhering to lockdown restrictions. This decision marks a return to the traditional requirements of the Wills Act 1837, […]
Integrating Technology in Estate Planning: Opportunities for Will Writers
As a will writer, the service you provide your clients is personal. Being able to communicate well, listen to and empathise with clients’ needs, and offer them the best, most suitable estate planning solutions, are all essential to delivering a premium will witing service. With this in mind, introducing technology to a process that relies […]
Discussing STEP’s Decoding Digital Assets (2024)
On February 7th, STEP released their 2024 publication “Decoding Digital Assets: An Overview for Practitioners”, as a spiritual successor to their 2021 release of “Digital Asserts: A Call to Action”. Decoding Digital Assets is a comprehensive guide developed by STEP, focusing on the emerging importance of digital assets in the context of estate planning and […]
Free webinar: Insuring a multi-jurisdictional intestate estate
On Wednesday 13 March at 12pm, join Title Research’s free webinar. They will discuss a range of factors that can affect high-value, multi-jurisdictional, intestate estates. Technical Manager Simon Barber will discuss: The differences between UK and overseas research The importance of documentary evidence How the actions taken can affect the risk profile for insurance The […]
Data-driven, digital, but personal: New Director of Partnerships, Jonathan Maskew, on estate planning innovations
Jonathan Maskew is CTT’s new Director of Partnerships. As head of the Partnership Team, Jonathan brings with him a wealth of knowledge and experience from his established career in legal services, spanning over 30 years. Jonathan’s worked with lawyers, barristers and estate planners; now, he’s sharing his unique skillset and industry insight with CTT Group […]
Legal Estates Practitioners: Navigating the Digital Age with Specialist Tools and Software
In a legal landscape where tradition meets innovation, estate planning and probate departments stand at the forefront of change. No longer confined to dusty offices and outdated practices, these crucial areas of legal practice are evolving faster than ever before to meet the demands of modern life. Authored by Craig Matthews, CEO of LEAP Estates, […]
Enhancing Legal Practices: The Impact of Digital Platforms on Wills and Probate Services
Whilst much of the legal sector has innovated, private client services have continued to be… old fashioned. And much of that old-fashioned nature is what makes those services so special – the human element. But personalised, relationship-centric private client services and technology are not mutually exclusive. Technology, harnessed right way, enhances that human element – […]
Estate Planning for Blended Families
Estate planning is a complex process, from both a financial standpoint and an emotional one. Helping clients understand the various options available to them and how to select the best products to suit their needs can be a challenge – especially when the family’s situation is complicated. For blended families, where couples have children from […]
Estate Research have acquired new and recorded content from Gill Steel’s Lawskills
Estate Research have acquired new and recorded content from Gill Steel’s Lawskills to share via their award-winning Learning Hub. Back in June 2020 in the midst of the pandemic, Estate Research, one of the largest international probate genealogy firms in the UK, suitably adapted their commercial approach of business development away from conferences and began […]
Harries Watkins Jones Chartered Accountants utilises LEAP to provide wills and probate services
In 2015, the Institute of Chartered Accountants in England and Wales (ICAEW) launched a qualification to enable chartered accountants to handle non-contentious probate. Harries Watkins Jones spotted this as an opportunity for growth and a natural expansion of its work and set up a separate business to focus on legal services for its clients, Harries […]
Using technology to optimise communication in Private Client law practice.
In a fast-evolving world, where advances in technology, world events and developing societal perceptions are all contributing to change, thriving private client law practitioners are realising the importance of using technology to update and optimise client communication methods. Private client work poses the second highest risk of all legal services, as far as professional indemnity […]
CTT’s Trust of Land – the secret weapon to saving your clients tax millions
“Oh, we’ve got to be talking millions!” says Spencer Tattam, CTT’s Technical Director. “If this one instance in Brighton saved the family from a £134,000 tax bill, then over the last 15 years, we must have saved millions in tax for our members’ clients.” He’s talking about CTT’s Trust of Land, another ingenious bit of […]
Estatesearch Nominated for Seven Industry Awards
Leading legal technology provider Estatesearch has been nominated for seven industry awards so far in 2024. Ben Furlong, Managing Director, Estatesearch confirmed: “It was a pretty big year last year when we celebrated Estatesearch’s five year anniversary, but 2024 is already on track to be incredible too! We have now exceeded our 100,000 milestone for […]
