The practice area of Succession Law is fast becoming a minefield for negligence claims against Solicitors.
Being a specialist Succession Law practice, lead by one of the Gold Coast’s Succession Law Accredited Specialists, we are well placed to assist you with those problematic estate files and offer solutions to bring the files up to date so they do not become a risk management nightmare.
Do you frequently use the Lexon Estate Administration Risk Procedure Pack? Are you aware of all the requirements required to comply with this? Are you intimately aware of how to manage the myriad of issues involved in the administration of an estate? Do you have estate files that you have put in the too hard basket? Are you aware of the issues which are the most common causes of claims in this area of practice, and do you have systems and procedures in place to combat this? Do you want to focus on your core practice areas and leave the specialist estate matters to the experts, without the risk of losing the client?
Recent Court decisions have put even more burden on Solicitors when dealing with Estate Planning and Estate Administration matters. Due to the potential risk involved and the onerous obligations now faced by general practitioners in this area, many are turning away estate work for the fear that they too may have a claim made against them for not being up to date on the latest polices, practices and procedures.
Smith Legal Solutions can assist by providing Consultancy Services to you for those more difficult estate matters.
We can help you save your clients and the estates unnecessary delay, costs and expenses by assisting you to advance your estate files and generate greater file turnover. We can provide advice on most estate related issues, including:
- Family provision claims
- Estate administration procedure and distribution issues
- Advice in relation to challenging a will
- Rights and distributions on intestacy
- Construction of wills
- Advice on dealing with non-estate assets, such as family trust assets, superannuation benefits and life insurance
- Proof of wills in solemn form
- Statement taking and affidavit drafting
- Claiming executors commission
- Preparation of estate accounts
- Complex or unusual applications for probate or letters of administration
- Complicated probate requisitions
- Testamentary capacity issues and guidelines
We can provide a comprehensive review of any estate file at your office and provide you with a written file review report and strategies to advance the file to the next stage for a fixed fee.
If your staff do not have the experience to perform the tasks required, we can perform the tasks at a competitive hourly rate, which can be on charged to the file, either in house or on your behalf, so as to not eat too much into your profit margin.
Don’t let that estate file get out of control, simply because you were fearful of referring the client away. We will assist you to progress your estate files so that you can spend more time concentrating on your core practice areas.