Probate, Trust And Inheritance Barrister Guides

Court Of Protection Deputyship Barrister Evidence Checklist Prepare capacity evidence, deputyship forms or orders, family and care details, finance records, objection papers, urgent hearing dates and the decision the court is being asked to make. Estate Accounts Beneficiary Barrister Evidence Guide Prepare the will, grant, estate asset summary, accounts or interim accounts, correspondence with executors, questions asked, answers received, distribution timetable and evidence of delay, missing information or suspected mismanagement. Executor Dispute Barrister Estate Documents Guide Prepare the will, grant, estate asset schedule, estate accounts, executor and beneficiary correspondence, chronology, court papers and evidence of delay, conflict or missing information. Executor Removal Barrister Evidence Guide Prepare the will, grant, estate accounts, executor correspondence, chronology, examples of delay or conflict, any asset-risk evidence and court papers before requesting a quote. Inheritance Act Claim Barrister Evidence Checklist Prepare the will, grant position, estate value, relationship documents, financial needs evidence, correspondence, claim or response deadline and any court papers before requesting a quote. Lasting Power Of Attorney Dispute Barrister Evidence Guide Send the LPA or EPA, registration status, donor and attorney details, OPG correspondence, capacity evidence, financial or welfare records, concern chronology, bank or care records and any Court of Protection forms or deadlines. Probate Caveat Barrister Evidence Guide Prepare the will, codicils, death certificate, estate summary, executors details, caveat or warning papers, dispute chronology, correspondence and the reason probate should be paused or progressed. Probate Dispute Barrister Evidence Guide Prepare the will, grant position, estate documents, correspondence, family tree, medical or capacity evidence if relevant, and a short chronology explaining what is disputed. Trust Dispute Barrister Documents Checklist Prepare the trust deed or will trust, trustee minutes, accounts, asset schedule, beneficiary correspondence, chronology, court papers and a clear note of the decision or conduct in dispute. Trustee Removal Barrister Evidence Guide A barrister may be able to advise on trustee removal or replacement where the trust documents, administration history, alleged conduct, beneficiary impact and proposed practical solution are clear. This page is general information only and does not decide whether removal is appropriate in any individual trust dispute. Undue Influence Will Dispute Barrister Evidence Guide Prepare the disputed will, earlier wills, probate status, caveat papers, solicitor file if available, medical and care records, relationship history, evidence of pressure or isolation, estate summary and a clear chronology. Will Validity Barrister Evidence Guide Prepare the will, codicils, earlier wills, solicitor file if available, medical and care records, witness details, correspondence, estate summary, probate caveat papers and a chronology of relevant events.