FACTUAL AUDIT & STRATEGY CONSULTATION
What Stage 01 Delivers
1. 2-Page Written Audit
A structured legal evaluation setting out your exact legal standing, document validity, liability exposure, and estate holding costs (monthly burn rate).
2. 30-Min Solicitor Session
A direct, focused consultation with Justin Patten to review the audit findings, discuss operational choices, and confirm your statutory exit routes.
3. Direct Statutory Off-Ramps
Identifies whether your matter qualifies for a direct statutory intervention (e.g., Warning to Caveator or Executor Citation) without paying for full Stage 02 report architecture.
4. Estate Expense Treatment
Provides formal rationale allowing diagnostic legal fees to be treated as legitimate estate administration expenses under English law, reimbursable from estate funds.
Required Document Bundle (Up to 20 Pages)
To maintain rapid 3–5 day turnarounds, Stage 01 focuses strictly on core legal records. Please select up to 20 primary pages, including:
- Core Instruments: Executed Will, Codicils, or Trust Deeds.
- Registry Filings: Probate Registry Caveats, Warnings, or Appearances (if applicable).
- Primary Correspondence: Key position letters from solicitors or co-executors outlining the deadlock.