Factual Audit & Action Plan
Understand what is blocking the estate and what to do next. Stage 01 reviews your key facts and documents before you commit to further procedural steps.
What You Receive
- A clear starting point: the Grant position, principal blockage and missing information.
- Individual assessment: relevant duties, procedural risks and identifiable holding costs where sufficient records are supplied.
- A two-page Action Plan: proportionate next steps, including whether further Human Law support or separate litigation advice is appropriate.
- A defined recommendation: if further Human Law work is appropriate, its scope and fixed fee are confirmed before that stage begins.
The written Action Plan is normally delivered within three working days of receiving all required documents.
How procedural options are assessed
Steps depend on the Grant position, entitlement and the evidence. For example, an inactive executor may call for assessment of citation options under NCPR Rule 47, with the general machinery in Rule 46. This is an option for solicitor review, not an automatic next step.
NCPR mapping: Rule 41 — amendment/revocation of grant; Rule 44 — caveats; Rule 46 — general citation machinery; Rule 47 — citations to accept/refuse or take a grant; Rule 48 — citations to propound a will; Rule 50 — examination or subpoena to bring in a will. Official rules.
Scope and Fee Credit
Select up to 20 relevant pages: the will and any Grant, Registry notices and key correspondence defining the blockage. A page is one side of A4; exclude duplicates, blank pages and unfiltered email chains. Additional documents or separate issues are scoped and priced before review.
The £400 + VAT fee is credited once against the first qualifying Human Law execution stage instructed by the same client for the same matter within 14 days. Credits cannot be combined or transferred. See qualifying stages, exclusions and full terms.
Human Law does not conduct litigation, act on the court record or accept formal court service. If there is a deadline, court proceeding or immediate asset risk, seek prompt appropriate advice; do not wait for Stage 01.
Request Your Stage 01 Review
Send a brief outline. After suitability and conflict checks, engagement and payment arrangements are confirmed, followed by document provision, consultation and review.
Want to start with free guidance? Use the seven-route Problem Finder.