Probate, Trust And Inheritance Barrister Guides

Attorney Accounting Records Barrister Evidence Guide Prepare the LPA or EPA, donor assets and income records, bank statements, receipts, disputed payments, best-interests notes, OPG correspondence and any Court of Protection papers. 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 Accounts Beneficiary Dispute Barrister Evidence Guide Prepare the will, grant, estate accounts, asset schedule, tax papers, beneficiary correspondence, distribution history, disputed transactions and any court or mediation papers before requesting probate advice. 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. Executor Renunciation Barrister Evidence Guide Prepare the will, codicils, death certificate, executor details, probate application stage, PA15 or power-reserved correspondence, estate summary, disputes and urgent deadlines before asking about executor renunciation. 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. Inheritance Tax Estate Valuation Barrister Evidence Guide Prepare the will, grant stage, estate schedule, asset valuations, gifts, debts, reliefs, HMRC forms, beneficiary correspondence and any probate or tax dispute papers. 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 Rectification Claim Barrister Evidence Guide Prepare the will, any earlier wills or drafts, solicitor file material if available, instructions, attendance notes, death certificate, grant status, estate summary, correspondence and any probate claim or application papers before asking about will rectification. 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.