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We represented a surviving spouse in a matter concerning his late wife’s valuable estate interest in a Hertfordshire property.

Following negligent property and will writing advice given to the couple by an unregulated will writer, our client was concerned that the roof over his head was at risk. This meant he faced being forced out of his home of 17+ years. The case also involved a challenging family dynamic with a strained stepchild/stepparent relationship.

We made a financial provision claim per the Inheritance (Provision for Family & Dependants) Act 1975. After we represented the client in court, the defendant adopted a far more realistic position and settlement negotiations were ultimately successful.

The drafting of the settlement agreement overcame several complications, including the incorporation of an option to purchase arrangement and capitalisation of life interest. This secured our client’s home, plus flexibility on where he can live and an improved financial position for the future.

Our client said:

“A friendly solicitor who was sensitive and supportive. The service has been excellent. A consistent, professional manner.”