Private Client
Aviva-backed law firm bids to automate much of probate process
A “hybrid” probate law firm set up by a former banker and backed by Aviva is aiming to use lessons from fintech in its bid to automate and streamline the process.
Judge surprised that paralegal did not know legal limits of her work
The High Court has expressed surprise that a paralegal did not know more about the restrictions that the reserved legal activities imposed on her work.
Solicitor’s online pet tool joins global incubator programme
A private client solicitor has launched an online tool to help ensure pets are looked after following their owner’s death, incapacity, divorce or separation.
Mazur: Law Society advice amid probate and crime concerns
Private client group STEP is to lobby the government to bring probate rules in line with the Legal Services Act 2007 in the wake of the Mazur ruling.
Allegation over solicitor’s role in will “should never have been made”
An allegation that an old woman who owned a farm in Devon signed codicils under the undue influence of a solicitor “should never have been made”, a High Court judge has said.
Solicitor “did not perceive risk” of failing to witness PoA properly
A solicitor who failed to properly witness a power of attorney during the pandemic has received a suspended suspension.
High Court orders will writers to take part in mediation
The High Court has consolidated a negligence claim against a will-writing company with a dispute over the will it drafted, and ordered the company to engage in mediation.
Will writer’s failures help convince judge to find undue influence
Failures by a will-writing company were among circumstantial evidence that led a High Court master to decide a will was made under undue influence.
Applications to block probate rise to all-time high
The final quarter of 2024 saw an all-time high in quarterly applications to block probate in England and Wales, research has found.
Ban for Co-op estate planner over LPA dishonesty
An estate planning consultant at Co-operative Legal Services who falsely confirmed that he had witnessed the signatures on a lasting power of attorney has been banned.
Blog
The power of participation for trainees and apprentices
It’s important as a trainee or an apprentice to get involved in the life of your firm – even under the pressure of discovering how to navigate professional life and now the demands of the SQE.
Is it time to change how law firms view compliance?
Although COFAs often hold senior positions and play an essential role in a firm’s financial and regulatory integrity, the perception of the compliance function itself is still evolving.
From templates to culture change: Lessons from the SRA on source of funds
The SRA’s new thematic review into source of funds and wealth reveals both progress and persistent blind spots, with source-of-funds checks too often thought of as a procedural hurdle.
