Estate Diagnostic

Identify the blockage, distinguish reported facts from uncertainty, and prepare a case assessment record. This is the book’s combined Deadlock Information Builder and Estate Risk Diagnostic.

No names, account details or confidential narrative. Answers stay in this page’s memory until reload, reset or closure. Analytics may run, but this tool does not submit your answers. Downloads stay on your device.

1. Your role and the present position

Your role

Grant status

Has authority or standing for the proposed step been checked?

Current procedural position

2. The specific blockage

Which issue best describes the blockage?

What single act, document or decision is preventing progress?

What practical result is being considered?

3. Evidence and uncertainty

Have the relevant records been identified and reviewed?

Which relevant records are missing or unreviewed?

What evidence supports the proposed result?

Is there conflicting evidence or a contrary explanation?

What fact or document could change your assessment?

What other explanation or outcome needs consideration?

4. Protection and next action

Is there a possible immediate risk to assets, insurance or evidence?

Is there an approaching or missed deadline, hearing or required response?

Is safe or voluntary participation a concern?

Is dishonesty, forgery or improper asset disposal alleged or suspected?

Is a formal settlement offer awaiting individual advice?

Proposed next action (optional)

Who will take the action? Use a role, not a name.

Your review date (optional)

A planning date only. This does not calculate a legal deadline or create a reminder.

I understand this records my answers and does not determine rights, procedures, deadlines or prospects of success.

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For specialist referral, use the handover checklist in Appendix G. A summary does not replace the underlying documents.

Optional enquiry: advice@human-law.co.uk. No record is sent automatically.