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The Unhappy Beneficiary Consultation

Find out where you stand for the fixed low cost fee of £99.  We may only need to talk for 20 or 30 minutes but you have up to 1 hour of consultation if needed.  You will have your situation recorded into a report and find out what we recommend such as spending more time unravelling, or seeing a solicitor or going to mediation. Your report can be used to instruct a solicitor or go to mediation and thus save a good deal of solicitors costs.  Consult by telephone or zoom.

It is, unfortunately, quite common to find yourself in a complex situation regarding inheritances after someone has died.  What is equally difficult is knowing whether you can do anything about it.  Consulting a solicitor can be expensive and you may not know whether it is worth investing those costs yet.  We provide a unique fixed low cost consultation service to help move you forward.  You will be provided with a Consultation Summary at the end to keep. This can also be used for instructions should you decide to instruct a solicitor or a brief for a mediation.

 

We have been asked about various situations following someone’s death and some of them are unfortunately quite common and others are utterly unique.  Sometimes you can do something about it, sometimes you can’t.  Sometimes there may be unexpected alternatives, for example after discussing details, it was discovered that in one case the solicitor who transferred a number of properties into the joint names of one sibling and parent without questioning the fact one sibling was being disinherited, was in fact failing in their due diligence and had a potentially successful claim of negligence against them not to mention making a will after property and bank accounts were transferred into joint names leaving an ineffectual will.

 

Some scenarios that you may recognise might be :

 

An elderly lady suddenly acquired a new friend and the will was made/changed cutting the family out

An executor who may be a family member, years later still has not distributed the inheritance and sold a property 

A sibling has managed to get all the other siblings cut out

Special needs or a dependent has not been provided for

You were simply disinherited

Mum has changed her Will in favour of the gardener

An executor is failing in their duties

An executor and beneficiary is not co-operating and time is running out

You were not married when your partner died and there is no will

You were not married when your partner died and you have children and no will and the home or tenancy is not in your name

 

There are added difficulties when you are looking at situations where there has been no Will.  A sibling might have persuaded Mum or Dad to transfer property and bank accounts into their joint names and encouraged not doing a Will thereby successfully acquiring most of the estate.  There may be mental incapacity involved, there may not.  There may be minors involved and you wish to know your position.  We know the possible situations are endless.

 

There may be property abroad and no Will.

 

Find out how this affects you and whether there is anything you can do.  If we deem legal advice is needed we can consult with our expert solicitor

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It all underlines, just don't skimp on investing in planning.  Its like hoping your car will never break down.  When it does, its in the middle of night, pouring with rain and your 'phone battery is flat.

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We work closely with a Probate Dept who have expertise and much experience in the law and courts.  If we recommend you consult a solicitor, we can refer you to our named contact.  Alternatively, you are then free to consult with your own solicitor if you wish.

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We are able recommend if the matter could be settled or improved through mediation or Empowered To Talk Service 

 

Co-Mediators can also be organised.  If you have mediators in mind our report can provide a framework for the mediation for you.  Any resulting agreement can either avoid court and/or be drawn up into a court order or be taken into court proceedings if you wish.

 

Email or phone to book your consultation giving your contact details and address.  Evening and weekend consultations can be given.  Meetings done by phone or video chat, whichever your prefer. 

 

As this is a low cost service aimed at providing the best value service we can give you and we would like to keep it that way, we ask that you settle your bill within 24 hours of  the consultation.  An invoice will be sent to you and the Consultation Summary will be sent to you once you have settled the invoice. 

We thank you in advance for your co-operation.

All successful projects start with a good foundation.  Getting to the bottom of your matter and unravelling your experience of it, can be done in one conversation or can take a number of conversations and is something all legal professionals have to do when consulting with you initially.  For example, it could be after a third conversation that an important piece of information is uncovered from you or we can know within twenty minutes.  If you are consulting with a solicitor initially, you will incur their higher costs of sometimes hundreds of pounds before you have begun. This is something an experienced solicitor knows is expensive for you, so it can be difficult for them to spend the time that might be needed to get the full picture.  This where I come in on behalf of both the client and solicitor.  If you spend 1 to 4 hours in total talking to your solicitor at £250 or £450 ph, information gathering, soon mounts up in the early days of unravelling your situation. 

 

You additionally have the benefit of speaking to a solictior on your matter if needed.  In our experience, it can be well worth spending time on unravelling your situation as thoroughly as you can.  One or four hours at our rate can be a significant saving and a great support for whichever direction you choose to take your matter.  Your first hour will just be £99 and further work can be booked at my usual rate as required.  This can be a significant saving. 

 

It is entirely up to you whether you spend one hour or four hours with us and that and can be taken a step at a time.  Do also note, that you would have a thorough Summary, to give to a solicitor if you decide to go ahead and seek legal advice in order to proceed.  It is a very useful to them in terms of time, expense and understanding to have a Summary for instructions to go through with you. 

 

In addition, the consult may indentify a situation that can be taken to mediation, saving you potentially a great deal in costs and provides you with a Brief for the mediation. It is a win win situation.

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Not to be understimated, it may be the first time you get a chance to talk to someone about what is happening.  Even if there are limited options available to you, it can be a great relief to be heard and know where you stand. 

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Please note this is prelegal advice on the facts of your position in the context of our expertise and its potential for taking your matter forward; it is not advice on your legal position.  We will work with or refer to our solicitor as needed if that is what you would like.  You are free to book further consultations at the usual rate as required.

© 2023 by Tipi Wills & Mediation   

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You will receive a Will Storage Card after you have completed your Will and any other documents created with us.  This is business card size so that it can be stored in your purse or wallet.  It is unfortunately common for there to be a Will but no Will can be found.  Please ask if you would like more than one card.

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