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‘To do’ list – Family provision claims – NSW

24 February 2020 by By Lawyers

New precedent ‘To do’ lists have been added to the By Lawyers Family Provision Claims – Acting for the plaintiff and Acting for the estate Guides for NSW.

Many subscribers would be familiar with By Lawyers helpful ‘To do’ lists, which serve as a checklist for progress through the matter. The ‘To do’ list ensures no critical steps are missed and allows practitioners to mark-off each step and make sure they know where the matter is up to.

The new ‘To do’ lists for Family Provision claims prompts for each of the critical steps at each stage of the matter, namely:

  • Getting the matter underway – including costs disclosure
  • Settling it early – initial offers of settlement
  • The claim – preparing and filing the summons and plaintiff’s affidavit OR notice of appearance and notice to eligible persons
  • The first directions hearing
  • Mediation
  • Next directions hearing
  • Preparation for hearing
  • Hearing
  • After hearing – including advice on appeal rights.

These new precedents will assist lawyers in Family Provision claims to manage their matters, whether acting for the claimant or the estate.

Filed Under: Litigation, New South Wales, Wills and Estates Tagged With: estates, family provision claims, to do lists

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