New to probate law? You need these useful tips and resources from Exizent
As a lawyer working in probate or confirmation, your time is frequently pulled in an array of directions, that can often leave you little space to indulge in the latest industry news and trends, or keep up to date with new regulations and what they could mean for you.
While you might think your entire working efforts should be focused on getting cases to a close as quickly and simply as possible, it’s important to realise that by missing out on broader research, you might be missing out on vital information that will help you provide a better service for your stressed and grieving customers.
To make it easy, we’ve compiled a list of resources our customers rely on to keep their knowledge up to-date, and their day-to-day processes up to scratch with what’s expected from the market.
Did you know Exizent has been created to streamline the processes associated with bereavement? Saving you time to read up on the latest probate news or attend events in the wider market.
Where to stay up to date with the latest probate news and insights
Today’s Wills and Probate
Today’s Wills & Probate launched in 2014 to inform will writers, probate practitioners and estate planners about the changes happening in their market. It has since become one of the leading sources of information for wills and probate professionals in England and Wales.
A respected source of reliable advice and information, you can access their latest insights on their website or via a weekly electronic newsletter – giving you useful information direct to your inbox.
Legal Support Network
Part of the Burlington Media Group, Legal Support Network (LSN) are a media business focused on helping professionals in legal business services and management. Since launch in 2006, LSN has built a community of law firm managers across the UK through their online platform comprising of views, news, resources and case studies from established providers and legal industry suppliers. Subscribe to their newsletter here.
Exizent News and Insights
With a mission to make the bereavement process easier for everyone, Exizent resources are based on the latest news and trends across legal services and are often written with the help of professionals across the sector. Through this, we provide timely, trustworthy information designed to help professionals recognise where their processes need enhancing to keep up with the wider market and consumer expectations.
Our annual Bereavement Index is perhaps our most popular insights source as it surveys everyone involved in the bereavement process to identify where improvements are making a difference. Register to receive this year’s report.
Useful publications for ongoing learning and support
Currie on Confirmation: Focused on the Scottish Legal Landscape, this celebrated textbook is regularly updated to reflect the legal issues relevant to Scottish Solicitors to help validate how you should work on your executory cases.
STEP guidance: As the global professional body of lawyers, accountants, trustees and other legal practitioners, STEP provide reliable, detailed guidance around the technical processes involved in probate/confirmation.
Helpful procedural documents for dealing with cases
Applying for probate: Check when probate is needed for a case with this useful guide and follow the steps on how to apply for it across England and Wales.
Dealing with a deceased's estate in Scotland: This Government resource explains the two types of confirmation and provides guidance and supplementary resources for dealing with each.
IHT400 Explained: Easily recognise the forms you need when there is Inheritance Tax to pay, or if a deceased's estate does not qualify as an 'excepted estate'.
Guide to Completing IHT400: A guide on the forms you need for your Inheritance Tax account demonstrating the correct procedures to apply for probate and paying the correct amount of Inheritance Tax (if there is any to pay).
IHT400 Calculation Guidance: Use this form if you’ve already filled in the form IHT400 up to and including box 109 and the simple calculation is not suitable.
Practical events to look out for
LEGALEX: On a mission to modernise the legal sector, LEGALEX brings the legal community together to scope out the most innovative and exciting new tech to support professionals in the hybrid-working world.
Probate Practitioners Conferences: Specifically designed for legal partners and managers, this one-day conference provides essential CPD and updates for accountants who offer probate services to their clients.
Today’s Wills & Probate events: Comprised for the wills & probate sector, these events and training courses provide a brilliant opportunity to expand your knowledge and network with like-minded professionals in the industry.
Title Research live and on-demand webinars: Title Research are the safe choice for finding the resolution to complex estate administration cases – providing informative webinars hosted by technical experts in genealogy and asset repatriation.
Exizent events: Exizent frequently host events and webinars to support legal professionals on their journey to providing the most seamless bereavement experience possible. To stay up to date, sign up to our event subscription.
Exizent technology has been built to support legal professionals at all stages of the probate journey – from the newly accredited learning the basics of handling cases, to the long-established individuals and firms looking to change tact on how they manage cases to save time and money, while improving client wellbeing.
Find out how we can support your probate case journeys by booking a free demo here.