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A checklist covering family provision claims when acting for claimants and acting for an estate.

Ic checklists 2x

Family provision claims checklist.pdf

(PDF, 132.89 KB)


  • Acting for claimants - out of time TFM
  • Acting for the estate - premature distribution
Download Family provision claims checklist.pdf
  • 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.