Short answer
Start with the latest court order and hearing notice, then gather the statements of case, directions, disclosure correspondence, estate accounts and valuation evidence. Prepare a short chronology and list the next deadlines and the specific task you want a barrister to assess. A quote request does not change a court deadline.
Quick checklist
Start with these
Start With The Current Court Position
Put the latest court order and hearing notice first. Add the claim form, statements of case, any earlier orders that still matter, and correspondence identifying what is expected before the next hearing.
Make a one-page chronology with the date of each order, filing, disclosure request, response and upcoming deadline. Separate confirmed dates from dates that still need checking.
Organise The Estate And Valuation Material
Include the will and grant position, estate accounts or asset schedule, and the documents relevant to the disputed provision. If an estate asset or business is valued differently by the parties, label each valuation, who prepared it, its date and the point that remains disputed.
Avoid sending a large unlabelled archive. A short index should explain what each group of documents contains and why it may matter to the work requested.
List The Outstanding Case-Management Questions
Set out the disclosure or evidence issues you believe remain open, the steps already taken and the response received. Include relevant correspondence and any draft directions or proposals already exchanged, while making clear which documents are court orders and which are proposals.
The court controls the directions in an individual case. This guide is preparation information, not a recommendation about what you should ask the court to order.
Define The Help You Want Assessed
Say whether you are seeking advice on the existing papers, help preparing for a hearing, drafting assistance or representation. Identify who is currently acting for each party and whether a solicitor is involved in the ongoing proceedings.
Barristers4U is an enquiry and quote-matching service. It does not assess the merits of a claim or guarantee that a barrister will be available, suitable or instructed.
Official sources checked 9 October 2026: Civil Procedure Rules Parts 29 and 31, Practice Direction 29, and the Inheritance (Provision for Family and Dependants) Act 1975. Reviewed for publication on 9 October 2026. This guide does not explain what directions a particular court should make.
Claim and official-source ledger
- Civil Procedure Rules Part 29 contains provisions for management of cases allocated to the multi-track, including case management conferences and directions.
- PART 29 – THE MULTI-TRACK — Ministry of Justice; checked .
- Civil Procedure Rules Part 31 contains rules about disclosure and inspection of documents; the applicable directions in an individual case must be checked.
- PART 31 – DISCLOSURE AND INSPECTION OF DOCUMENTS — Ministry of Justice; checked .
- The Inheritance (Provision for Family and Dependants) Act 1975 is the statute named for the claim type covered by this guide.
- Inheritance (Provision for Family and Dependants) Act 1975 — The National Archives; checked .
- Practice Direction 29 describes matters considered at a case management conference, including progress, directions and issues in the claim.
- PRACTICE DIRECTION 29 – THE MULTI-TRACK — Ministry of Justice; checked .
Editorial status: Approved for publication. Sources support the identified claims only. General information; not legal advice.
Preparing for an Inheritance Act Case Management Conference FAQs
What should I send before a case management conference?
Start with the latest order, hearing notice, statements of case, directions, relevant correspondence and a short chronology. Include the documents that explain the estate, the disputed issues and any outstanding disclosure or valuation question.
Should I include business or property valuation documents?
If the value of a business, property or other estate asset is disputed or relevant to the issues, identify the available valuation material and explain what remains uncertain. A barrister can assess what is relevant to the requested task.
Can a quote request protect my hearing date or court deadline?
No. Sending an enquiry to Barristers4U does not change a court order, hearing date or deadline. If a date is close, state it clearly and seek appropriate legal help promptly.
Ask For A Barrister Quote
Barristers4U helps clients request a quote from a suitable Direct Access barrister. The information on this page is general information only, not legal advice about your individual circumstances.
If your matter is urgent, include hearing dates, court deadlines, orders and any documents you already have when you submit your enquiry.
