Private Client
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.
Solicitor who employed banned will writer is suspended
A solicitor who employed a will writer banned by the Solicitors Regulation Authority from working for law firms without its permission has been suspended for a month.
Paralegal jailed for abusing LPAs to steal client money
A paralegal has been jailed for 20 months after stealing £11,500 from clients whose affairs her firm was managing under lasting powers of attorney.
LeO names firms “in public interest” as it publishes first full decisions
The Legal Ombudsman has published three of its final decisions in full for the first time, including the names of the firms involved, arguing that the move increases transparency.
Solicitor’s will cutting out daughter a forgery, High Court rules
The supposed beneficiary of a will of a deceased solicitor that cut out his daughter failed to establish that it is genuine, the High Court has ruled.
Solicitor who changed LPA and cheque “was not dishonest”
A solicitor who changed the terms of a lasting power of attorney and the date on a cheque without the client’s consent did not act dishonestly, the SDT has ruled.
Acquisition marks next step in aggressive growth at Octopus Legacy
The Octopus Group, the £13bn financial services and energy business, claims it is now the second largest estate planning business in the country after buying WSL Will Writing.
Electronic wills at heart of overhaul of 188-year-old law
Plans to modernise will making – including allowing electronic wills – and reduce the number of disputes were today published by the Law Commission.
Most consumers no longer use solicitors for wills
The proportion of consumers using solicitors for their wills has dropped below half for the first time, a report has found, with unbundling growing in popularity.
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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