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.
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.
Blog
Change in regulator shouldn’t make AML less of a priority
While SRA fines for AML have been climbing, many in the profession aren’t confident they will get any relief from the FCA, a body used to dealing with a highly regulated industry.
There are 17 million wills waiting to be written
The main reason cited by people who do not have a will was a lack of awareness as to how to arrange one. As a professional community, we seem to be failing to get our message across.
The case for a single legal services regulator: why the current system is failing
From catastrophic firm collapses to endemic compliance failures, the evidence is mounting that the current multi-regulator model is fundamentally broken.
