Legal Precedents

This approval form sets out the grounds on which the project described in your [ data protection impact assessment ( DPIA) OR privacy impact assessment ( PIA) ] has been approved, alongside the data protection compliance steps you must implement. The final [ DPIA OR PIA ] is attached and contains full particulars of the guidance summarised below—please review both documents carefully before implementing your project. If you need any additional details or assistance, please contact [ insert relevant point of contact, eg your organisation’s data protection officer ( DPO) or data protection manager ( DPM) ]......

Task Points to consider Actions ☐ Identify the organisation’s core aims and objectives Grasping your organisation’s long-term aims and objectives will enable you to ensure the legal function can align its skills and resources more effectively with the organisation’s strategy. Meet with your organisation’s CEO to do the following: discuss the organisation’s overarching aims and priorities; demonstrate your awareness that almost all major business considerations involve the law to some extent, so the in-house legal team is vital to the organisation’s success; show how you will ensure the legal department can enhance the organisation’s operational capabilities by covering the following steps in the plan. ☐...

Task Prioritise the legal department’s work according to what is strategic for the business Points to consider Which activities deliver high value for the legal department, and which amount to low value work? Is everything the legal team undertakes still appropriate and relevant for the organisation? Actions Undertake a review of the legal function’s budget and activity to assess how the team might work more effectively and secure the right outcomes for the organisation. Develop a clear understanding of your organisation’s long‑term goals and objectives so the department can align its skills and resources to the organisation’s strategy. Consider whether to stop, outsource, or re‑process low‑value activity. For more guidance, see: Practice Note: Understanding business strategy Practice Note: Aligning the legal team to the business Precedent: Strategic planning—step plan......

IN THE HIGH COURT OF JUSTICE FAMILY DIVISION [ THE PRINCIPAL REGISTRY OR [location] DISTRICT PROBATE REGISTRY OR PROBATE REGISTRY OF WALES ] In the Estate of [ name ] deceased SUMMONS LET [ name ], being the [ caveator OR person warning ], or his Solicitor, appear before [ the District Probate Registrar of the [ location ] District Probate Registry OR Probate Registry of Wales at [ address ] OR one of the District Judges of this Division at the Principal Registry, First Avenue House, 42–49 High Holborn, London WC1V 6NP ] on [ date ] at [ time ] for the hearing of an application by [ name ], the [ person warning OR caveator ], seeking an order from the [ District Probate Registrar OR District Judge ] that caveat no. [ number ], entered on [ date ], shall cease to have...

Rule 44(5) Within the Family Division of the High Court of Justice [ the designated registry as specified by rule 44(15) ] To [ name ] of [ address ], a party who has lodged a caveat in the estate of [ name ], deceased......

Dear [ insert organisation name ] [ name ] Deceased (the Deceased) We represent [ name ], who is [ the residuary beneficiary under the Deceased’s Will dated [ date ] OR a beneficiary on the intestacy of the Deceased ]. Larke v Nugus statement You may know that, since 1959, the Law Society has advised that, when the validity of a Will is contested, the testator’s solicitor ought to provide a statement of evidence detailing the instructions for preparing and executing the Will, together with the surrounding circumstances......

The present consolidated Data Protection Addendum was issued on [ insert date ]. For earlier versions, see [ insert URL ]. [ For information on updated provisions, see [ insert URL ]. ] 1 Definitions 1.1 Within this Data Protection Addendum, defined terms retain the same meanings, and the equivalent rules of interpretation apply as those used in the remainder of our Agreement......

This note offers general guidance on setting up a lifetime discretionary trust. It does not explore the tax implications in any depth. Your specialist Private Client practitioner will be able to deliver tailored advice based on the circumstances of your case. What is a trust? A trust arises when assets are transferred to trustees (who might be individuals or a trust corporation) to hold and manage for the benefit of specified individuals, called the beneficiaries. The parties are: the settlor — the person who transfers the assets to the trustees the trustees — the persons (or a trust company) who receive the assets from the settlor and must look after the trust assets for the benefit of the beneficiaries the beneficiaries — the persons who enjoy the benefit of the trust There are different types of trusts. Three main types of trusts are: bare trusts — typically used to hold assets for...

This Deed is hereby entered into on [ date ] Parties [ insert name of first personal representative ] of [ insert address ], and [ insert name of second personal representative ] of [ insert address ] (the Personal Representatives) [ insert name of beneficiary ] of [ insert address ] (the Beneficiary) OR [ insert names of trustees or person entitled to trust income ] of [ insert address ] BACKGROUND [ insert deceased’s full name ] passed away on [ insert date of death ], [ intestate, leaving [ insert details of deceased’s relatives entitled on intestacy ] surviving them OR having left a Will dated [ insert date of Will ] [ and a Codicil dated [ insert date of Codicil ] ] ] The [ insert name of Probate Registry ] Probate Registry duly issued a grant of [...

In the estate of the late [ enter name of deceased ] [ enter name of firm ][ enter firm’s address ] I, [ enter name of beneficiary ], of [ enter address ], acknowledge receipt of £[ enter amount ] from [ enter name of firm ] as the bequest made to me under the Will of the late [ enter name of deceased ]. Signed.......................................................... [ enter name beneficiary ] Dated....................................................................

In the estate of the late [ enter name of deceased ] [ enter name of firm ] [ enter firm’s address ] I, [ enter name of beneficiary ], of [ enter address ], acknowledge receipt of £[ enter amount ] from [ enter name of firm ], being an interim payment made under the [ Will of OR intestacy of ] the above‑named deceased. Signed.......................................................... [ enter name beneficiary ] Dated............................................................. ......

[ enter name of firm ] [ enter firm’s address ] In the estate of the late [ enter name of deceased ] I, [ enter name of beneficiary ], of [ enter address ], acknowledge receipt of the amount of £[ enter amount ] from [ enter name of firm ] as the concluding sum payable to me as a residuary beneficiary under the [ Will of OR intestacy of ] the above‑named deceased. Signed.......................................................... [ enter name of beneficiary ] Dated...................................................................

[ insert name of beneficiary ] [ insert address of beneficiary ] [ insert date ] The late [ name of deceased ] Dear [ insert name of beneficiary ], Further to my correspondence dated [ date of last letter ], I am pleased to advise that the personal representatives have now obtained the grant of [ probate OR letters of administration ] in respect of [ name of deceased ]’s estate. Please find enclosed a copy of the interim accounts for your reference. Once we are in receipt of all liquidated assets and the final accounts have been approved, we can proceed with the final distributions and bring the estate administration to a close. If you have any queries, please do get in touch. I look forward to hearing from you. Yours sincerely,......

[ enter name of beneficiary ] [ enter address of beneficiary ] [ enter date ] Dear [ enter name of beneficiary ] The late [ enter name of deceased ] Following my letter of [ enter date of last letter ], I am pleased to confirm that the grant of probate has now been obtained for [ name of deceased ]’s estate. I [ enclose a cheque for £[ enter amount ] OR have today transferred £[ enter amount ] to your account with [ enter name of bank ] in line with your instructions ] as an interim payment from the residuary estate. Please acknowledge safe receipt by signing and returning the enclosed receipt [ in the envelope provided ]. [ I [ also ] enclose a copy of the draft accounts for your reference, setting out the distributions made as at today. ] When all assets have been...

[ enter name of beneficiary ] [ enter address of beneficiary ] [ enter date ] Dear [ enter name of beneficiary ] The late [ enter name of deceased ] Thank you for your letter of [ enter date of letter approving accounts ] confirming approval of the accounts. I am pleased to confirm that the personal representatives are now able to finalise the administration of the estate. Accordingly, I [ enclose a cheque for the sum of £[ enter amount ] OR have today transferred the sum of £[ enter amount ] to your account with [ enter name of bank ] in accordance with your instructions ]. Please sign the enclosed receipt and return it [ in the envelope provided ]. For your records, I also enclose a copy of the final estate accounts (as approved). Should you have any questions, or if we can be of any further...

[ enter name of stockbroker ] [ enter address of stockbroker ] [ enter date ] Dear [ individual or stock broker organisation name ] Regarding the late [ name of deceased ] Shareholding: [ enter details of shareholding ]. Further to our correspondence dated [ date of last letter ], please be advised that a grant of representation has since been issued......

[ name of Pension Service office ] [ address of Pension Service office ] [ enter date ] Dear [ enter Pension Service office ] The late [ name of deceased ] National Insurance number: [ National Insurance number ] Further to our correspondence dated [ date of last letter ] we write to confirm that a......

[ enter name of estate agent ] [ enter address of estate agent ] [ enter date ] Dear [ enter organisation name ] The late [ enter name of deceased ] of Property: [ enter address of property being sold ] Further to our letter dated [ enter date of last letter ], please note that a grant of representation has now been obtained in the above estate, confirming the personal representatives’ authority to handle the property. We enclose an office copy of the grant for your consideration and return. We look forward to hearing from you regarding the sale of the property. If you have any queries in the meantime, please let us know. Yours sincerely......

[ enter name of employer ] [ enter address of employer ] [ enter date ] Dear [ organisation name ] The late [ name of deceased ] [ enter department or employee number if relevant ] Further to our letter of [ date of last letter ], we hereby write to confirm a......

[ enter name of debtor ] [ enter address of debtor ] [ enter date ] Dear [ organisation name ] The late [ name of deceased ] [ enter details of debt eg account details ] Further to our correspondence dated [ enter date of last letter ], we confirm that a grant of representation has now been obtained for the above estate. An office copy of the grant is enclosed for your review; please return it thereafter. Kindly arrange to [ credit our firm’s client account (in the name of [ name of client account ] with sort code [ client account sort code ] and account number [ account number ] using the reference [ eference for the account ]) OR provide a cheque addressed to this firm ] for the balance payable to the estate. [ We attach the personal...