A checklist covering family provision claims when acting for claimants and acting for an estate.
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Family provision claims checklist.pdf
Covering:
- Acting for claimants - out of time TFM
- Acting for the estate - premature distribution
Acting for the claimant
- the eligibility requirements for a family provision claim at section 90 of the Act;
- the limited time in which the claimant has to make a decision and act;
- the scope of your retainer;
- what the claimant must do to move the matter forward; and
- the consequences of them not doing so.