Today's Wills & Probate

01/09/2024

Revolutionising Death Certification: Introduction of Medical Examiners https://cstu.io/53ecdd

By Charlotte, Legal Services Director at Kings Court Trust Key reforms in death certification The death certification system in England and Wales, which has remained largely unchanged for over 50 years, is set to undergo significant reforms. Starting from 9 September 2024, every death will be subjec...

30/08/2024

🌟 𝗜𝗻 𝘁𝗵𝗲 𝗦𝗽𝗼𝘁𝗹𝗶𝗴𝗵𝘁 🌟

We're thrilled to welcome back CTT Group as our ! Renowned for their expertise in Estate Planning, CTT Group offers comprehensive strategies from start to finish, ensuring you stay connected with your clients through every stage of life.

Based in Leamington Spa, CTT Group is a multi-disciplinary support for the UK’s Professional Adviser Community.

29/08/2024

🎉 The finalists have been announced, and with Just 6 weeks to go until the big day the excitement for is building! 🤩

Get ready for an unforgettable night—this event is going to be absolutely epic! 🤩 Don’t miss out! Head over to https://cstu.io/863865 for all the details.

Catch the 2023 Highlights ▶️ https://cstu.io/760c4d

23/08/2024

Do I Need a Solicitor for Probate? https://cstu.io/455964

Dealing with the death of a loved one is never easy, and the process of handling their estate can add additional stress during an already difficult time.

23/08/2024

Join Exizent at the Scots Law Conference Series! https://cstu.io/30d296

Are you looking to deepen your knowledge on a range of practical topics, from lifetime planning post-election and dealing with digital assets to resolving legal rights disputes and understanding the impact of recent legislation on trusts? Join over 60 experts and meet fellow professionals from the S...

19/08/2024

Should death notifications be ‘guidance’ or ‘mandated’ in Consumer Duty? https://cstu.io/8a73e4

It is now more than two years ago that the Financial Conduct Authority (FCA) finalised its guidance on Consumer Duty to set a new benchmark for retail

19/08/2024

Will Bank Management Service Updates Bennet Oakley’s Will Bank and Helps Firm Comply with GDPR https://cstu.io/c392c9

Bennett Oakley is a leading Sussex law firm based in Burgess Hill, Hassocks, Brighton and London which provides straight-talking and effective

19/08/2024

The risk of escheatment https://cstu.io/9cfd79

By Anthony Allsopp, Head of Business at Title Research Over the course of the summer Title Research have been discussing US assets held in UK estates both in terms of whether they are on the increase, as well as the tax treaty in place between the two nations and its application. As you saw from …

16/08/2024

One of the most common questions we encounter is: “Who inherits when there is no valid will?” https://cstu.io/b25c35

When someone passes away intestate, their estate is distributed according to the rules of intestacy. These rules are a pre-defined order of who is entitled to inherit. They also cover instances of partial intestacy where a valid will does not deal with all the deceased’s estate. The priority order...

13/08/2024

How Long Does a Probate Property Sale Take? https://cstu.io/0b917c

When a property owner passes away, their estate must go through probate – a legal process that confirms the validity of the deceased’s will and grants the executor the authority to distribute the estate’s assets, including any property. One common question is: how long does a probate property ...

12/08/2024

The Financial Benefits of Legal Practice Management https://cstu.io/acde45

In the competitive legal industry, maximising return on investment (ROI) is a key priority for law firms seeking to thrive and grow. One of the most effective ways to achieve this is by investing in comprehensive legal practice management software. Such software not only streamlines operations but a...

09/08/2024

Why having a professional Executor is beneficial https://cstu.io/ee9d48

By Charlotte, Legal Services Director at Kings Court Trust 9 August 2024 When considering the role of an Executor, many people underestimate the complexity and responsibilities involved in administering an estate. This oversight can lead to significant financial and emotional burdens, as illustrated...

09/08/2024

Summer issue of Entitlement from Title Research https://cstu.io/243e0b

The summer 2024 edition of Title Research’s news digest, Entitlement, is now available and features the following articles: Private Clients: Post-election outcomes by Sarah Bolt, Senior Associate, from Irwin Mitchell LLP. She discusses what private clients can expect with the election outcome and ...

09/08/2024

How does gifting work? The Inheritance Tax edition https://cstu.io/706720

By Charlotte, Legal Services Director at Kings Court Trust 1 August 2024 If you missed our social media gifting series from June and July, we’ve consolidated all our posts and are taking the opportunity to delve deeper into the nuances of Inheritance Tax (IHT) and gifting. This blog aims to provid...

07/08/2024

Future-Proofing Your Law Firm: The Impact of Legal Technology https://cstu.io/7709e2

Last month, Luke Spurr, an Account Executive at Exizent, attended The Great Big Legal Offsite 2024, hosted by Hive Risk. The event focused on how to

01/08/2024

HTML Proof – AI meets law: LEAP’s game-changing technologies https://cstu.io/3fbfc2

With the use of AI in the legal industry becoming increasingly commonplace, LEAP continues to innovate and empower legal professionals with new AI-driven

31/07/2024

The importance of genealogists in probate research https://cstu.io/e54649

When someone passes away without a clear will or known heirs, the probate process can become a complex maze of legalities and searches. This

30/07/2024

Grant Saw Deploys Estatesearch’s Will Bank Management Service to Manage Data more Efficiently and Comply with GDPR https://cstu.io/dc2699

Grant Saw Solicitors LLP is a leading firm of solicitors based in South East London, with offices in Greenwich and Blackheath. Providing a range

30/07/2024

LEAP launches AI-powered tool to speed up the identification and creation of legal documents https://cstu.io/16f8e0

LEAP, the global provider of legal practice management solutions, announces the launch of Generator, a cutting-edge enhancement that further builds on the

29/07/2024

Tricky business: The challenge of inheriting the family business https://cstu.io/239d71

Of all the assets an individual may accrue over their lives, one of the more challenging when it comes to inheritance planning – or resolving

26/07/2024

The Increasing Importance of Will Searches https://cstu.io/366f5d

Data has shown law firms offering advice in the area of contentious wills, trusts, and probate have more than doubled since 2018 [1]. Questions

24/07/2024

Integration between Arken Legal and The National Will Register expands connections between digital post-death systems https://cstu.io/703399

Arken Legal, the leading provider of estate planning software, is pleased to announce its integration with The National Will Register, marking another advancement in its mission to streamline post-death operations for estate planning professionals. This integration brings together the robust capabil...

24/07/2024

Law Society of Scotland’s Interview with Aleks Tomczyk: LawscotTech, Insights and Inspiration https://cstu.io/04149e

The Law Society of Scotland’s Journal interviewed Aleks Tomczyk, Co-Founder and Managing Director at Exizent as part of his role as a member of the Law Society’s Law Technology Advisory Board (LawscotTech). The Journal wanted to find out more about why Aleks has “always been energised by the a...

22/07/2024

How Can the new Government Ease Probate Grief? https://cstu.io/802a60

With 61% of bereaved people struggling with death administration (according to the UK Commission on Bereavement), what will the new Government do to help? Are they going to provide more support for the thousands of bereaved families struggling to navigate inheritance tax, an ailing probate system an...

19/07/2024

**𝗡𝗘𝗪 𝗖𝗢𝗨𝗥𝗦𝗘** 𝗛𝗼𝘄 𝘁𝗼 𝗡𝗮𝘃𝗶𝗴𝗮𝘁𝗲 𝘁𝗵𝗲 𝗟𝗲𝗴𝗮𝗹 𝗖𝗼𝗺𝗽𝗹𝗲𝘅𝗶𝘁𝗶𝗲𝘀 𝘄𝗵𝗲𝗻 𝗦𝘂𝗽𝗽𝗼𝗿𝘁𝗶𝗻𝗴 𝗖𝗹𝗶𝗲𝗻𝘁𝘀 𝘄𝗶𝘁𝗵 𝗗𝗲𝗺𝗲𝗻𝘁𝗶𝗮

📆 Thursday 25th & Tuesday 30th July
⏰ 11am - 12pm | 2 Part
🎓 These sessions will address some of the challenges within the law when helping clients with dementia with legal services so that you can feel confident in supporting their needs and ensuring you are compliant with your professional obligations.
It will dispense some of the popular myths surrounding the illness and consider how we can communicate better with clients who have dementia by asking the right questions.

👨‍💻 REGISTER HERE: https://cstu.io/12c136

19/07/2024

Why Its Risky To Extend Home Insurance In Probate https://cstu.io/42ffd1

If you are an executor or probate professional, I know you have a lot to do and think about. Extending the existing insurance arranged by the deceased may seem like the best and easiest option when protecting property. However, it could have disastrous financial consequences for executors or adminis...

19/07/2024

How Insuristic Makes Short Term Empty House Insurance Easy https://cstu.io/313fc0

Finding the right policy for your needs can be a minefield if you need to arrange short term empty house insurance. If the property was previously occupied and insured, you might find your existing insurer unhelpful. They might want to cancel your policy or do one or more of the following: add restr...

18/07/2024

The importance of international bankruptcy searches in the estate administration process. https://cstu.io/8ebb60

Undertaking an overseas bankruptcy search on beneficiaries resident overseas is the best way for personal representatives and legal professionals to mitigate the risk of claims being made against them. A bankruptcy search is essential to ensure estate funds are lawfully distributed. Failing to perfo...

18/07/2024

How Estatesearch Supports JMW to Provide Excellent Client Care https://cstu.io/43b10a

JMW is an award-winning full-service law firm established over 45 years ago with offices in Manchester, Liverpool and London. JMW’s team is renowned for expertise in achieving positive outcomes for our clients, both businesses and individuals. Lucy Cresswell, Solicitor, JMW explains: “Building c...

16/07/2024

Unoccupied Property Insurance for Probate https://cstu.io/3710b5

If you/your firm are acting as executor or administrator for a deceased client’s estate, you will be aware that unoccupied property insurance will be needed if the property is to be left unoccupied as normal home insurance may be invalid. This specialised cover is designed to meet the unique requi...