Private Client
Solicitor rebuked for telling trainee to backdate deed
A solicitor who instructed a trainee to backdate a deed has been rebuked by the Solicitors Regulation Authority after she admitted to an error of judgement.
Private client specialists have “mixed feelings” about electronic wills
Most private client specialists have “mixed feelings” about Law Commission plans to permit electronic wills – but would embrace them if they happen.
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.
Blog
Regulate sole practices on evidence, not turnover
For a sole practice, the SRA’s plan that I cannot hold a compliance role if my firm has more than £600,000 of turnover is not a measure of risk. It is a ceiling on growth.
Is Google becoming pay-to-play for law firms?
For years, law firms have been told that SEO is the long-term alternative to paying for every click. That principle hasn’t disappeared but search results have changed significantly.
Material information and the case for intelligent client onboarding
Upfront information means work traditionally undertaken after an offer is accepted will need to happen earlier. And that fundamentally changes the role of client onboarding.
Reports
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