Q and As

Our Q and As are examples of some of the recent questions that the Practice Advice Service has helped solicitors with. If you cannot find the answer you need, contact us.

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How do I obtain a will from the Principal Probate Registry?

I've been instructed to administer an estate. The testator left the will with the Principal Probate Registry for safekeeping. How do I access the will?

Should I send original documents to the Legal Ombudsman?

A former client has referred a complaint to the Legal Ombudsman. Do we need to send the original documents or will copies suffice?

I act in a contentious matter. Do I need to supply my client with a detailed costs breakdown?

I have issued a gross sum bill to my client in a contentious matter, but the client has requested a further detailed breakdown. Must I...

How do I trace a missing sole executor?

I act on behalf of beneficiaries of an estate where a named solicitor was appointed sole executor. I’ve been unable to trace them. What should...

I’m using a conditional fee agreement. Do I need to notify the other side?

Is there a requirement to notify the other side about a conditional fee agreement that I’m entering into with my client?

I’m holding £1 million in my client account. How can I make sure the funds are protected?

I’m acting in a probate matter and holding £975,000 in my client account. Should I divide the money between banks to protect the funds?

How do I confirm qualifying work experience?

How do I provide confirmation of qualifying work experience for a candidate looking to qualify through the Solicitors Qualifying Exam route?

Can I see a copy of a complaint made to the Legal Ombudsman about my firm?

Am I entitled to see, or obtain a copy of, a complaint lodged by my client with the Legal Ombudsman?

My client passed away after I issued their personal injury claim. What should I do?

I issued my client’s personal injury claim, but their executors informed me that they died of unrelated causes. How should I proceed?

Can a seller's conveyancer include a draft transfer in the contract bundle?

Many firms include a draft transfer in contract bundles submitted to the buyer’s conveyancer. Is this in line with the Conveyancing Protocol?

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