A new article about avoiding disputes after the death of a loved one has been published. Read more...

With the welcome return to some kind of normality for us all, the last vestiges of Practice Direction 55C have expired. This means the impact of COVID-19 no longer needs to be discussed in particulars of claim for possession proceedings. The relevant property dispute commentaries and precedents have been updated to reflect this. The related paragraphs in the defence precedents will remain for a few months as we appreciate that responding to a claim may take some time.

The By Lawyers Trusts guide has been reviewed and updated to ensure that the commentaries and precedents are in line with current law and practice. Read more...

We have removed the link to Dealing with Brexit legal issues from the top of the matter plans as the changes are no longer urgent. The publication remains in the Reference Materials folder of the Practice Management guide for reference.

In the light of the UK Government’s Living with COVID-19 plan the Dealing with legal issues during COVID-19 publication has been amended and updated. This helpful resource can be found at the top of every matter plan and covers a wide range of issues.

Court of Protection applications have been given their own guide containing commentary on making an application, deprivation of liberty, managing and terminating a deputyship. The matter plan contains all the letters and forms necessary for this work.

n response to a user request, we have compiled four example content documents covering the four most common concise financial remedy orders: Concise clean break order with one joint account to close and one property to be sold; Concise clean break order with a lump sum payment, one pension to be shared and one property to be transferred; Concise order with spousal maintenance, one pension to be shared and one property to be transferred; and Concise Mesher order for deferred sale. These can be found in the Financial Remedy guide, within the C. Settling it early folder. They are alongside a Template Financial remedy order into which the example content can be copied and pasted. The paragraphs in the Clauses for a Financial remedy order (The Orders Project - Financial Remedy Omnibus) can be used to supplement the new concise orders to cater for more complex situations. We have also produced a Deed of assignment to secure legal costs - Sears Tooth Agreement also in response to a user request. This can be found in the Getting the matter underway folder.

A precedent Damages-based Agreement has been added to the Debt Recovery guide along with a new letter to the client and enclosure explaining the purpose of a damages-based agreement. The commentary has also been enhanced with some relevant discussion. We invite you to explore this updated publication. Comments and feedback are always welcomed.

We are very pleased to announce the release of a Letters of Administration guide. The guide covers all aspects of practice and procedure when acting in the administration of an estate where there is no will, or there is a partial intestacy. The guide assists practitioners with all aspects of the estate administration from applying for a grant through to distribution. The commentary is practical and easy to understand and is supported by numerous helpful precedents. Key content includes law and procedure relating to the intestacy rules and the impact that they have on the distribution of the estate to creditors, claimants and beneficiaries. A number of new precedents have been published, including: 6 examples for the content of an administrator’s statement of truth; A full suite of letters to administrators, beneficiaries and third parties; and A very useful precedent Estate Summary Pack. The Letters of Administration guide is an invaluable resource for all practitioners who deal with estate administration, including those with limited experience in this area or those supervising junior lawyers.

Following some recent user feedback, the File Closing Checklist has been re-organised to enhance the logical sequence of the precedent. By grouping the items for review such as matter considerations, finance considerations, and file logistics, the improved layout will assist practitioners to complete these very important forms as part of their risk management strategy

Many quality schemes, including LEAP’s own ‘Best Practice Scheme’, require firms to obtain feedback from clients. We recognise that this is often dealt with by way of a survey platform and there is space in the Firm Details table for a feedback weblink to be listed. This link now drops into the By Lawyers letters to clients finalising matters, if the firm has the link set up.

An interesting new guide which assists property litigation practitioners has been published. The practical guide contains matter plans, commentaries and precedents for Acting for the Claimant and Acting for the Defendant. The commentary covers the following topics: Nuisance; Trespass; Boundary issues; Breaches of covenant; Ownership disputes; Going to the tribunal – First-tier and Upper Tribunals; Going to court – Part 7 and Part 8 of the Civil Procedure Rules. New precedents include: Retainer instructions; Letter to local authority reporting statutory nuisance; Letter to defendant before action – Private nuisance; Example content – Particulars of claim – Private nuisance; Example content – Defence – Private nuisance; Letter to process server with instructions to serve interim possession order against unknown occupier; Example content – Particulars of claim – Possession after trespass; Example content – Defence and counterclaim – Trespass; Letters following the boundary disputes protocol; Letters to claimant’s solicitor asserting adverse possession claim and discussing next steps; Scaffolding licence; Deed of release of restrictive covenants. The Freehold Property Disputes guide is a comprehensive and practical resource for practitioners who are advising and representing both claimants and defendants in property disputes.

Following a request from a user, a new clause, Immediate post death interest in property, has been added to the Wills matter plan, in the Library of clauses contained in the C. The Will folder. The new clause allows for the grant of an immediate post death interest in a property to a partner, whether they are unmarried, married, in a civil partnership. An option for the interest to revert to children on either the death of the partner or their marriage or cohabitation has also been included. Comments and feedback are always welcomed, particularly if other clauses would be useful.

To complement the new ‘Your Finances’ app for gathering financial information from clients, two new letters have been added to the Financial Remedy guide. The first, Letter to client instructed to commence proceedings with financial remedy – Form E shared via LawConnect, contains step-by-step instructions for using LawConnect which clients can follow. The second, Letter to client with financial statement for signing – eSignature, contains guidance for clients on signing the Financial Statement using DocuSign. We invite you to explore these new letters. Comments and feedback are always welcomed.

In accordance with the recent approval of a new Practice Direction 57AC promoting and enforcing best practice during the preparation of witness statements, the general precedent Witness Statement – Civil matters has been amended to include the new required wording. This can be found in the C. Blank Deeds, Agreements, Statements, Declarations, Consents & Execution Clauses folder which is on every matter plan. The wording is required in all witness statements which are signed on or after 6 April 2021 and are for trials in the Business and Property Courts. We are including the changes now so that practitioners are able to plan ahead and prepare their witnesses accordingly. Comments and feedback are always welcomed.