FACTUAL AUDIT & STRATEGY CONSULTATION
What Stage 01 Delivers
1. Quantified Asset Burn Metric
A calculated financial leak schedule detailing the exact monthly £/mo cost of doing nothing (unoccupied insurance surcharges, council tax penalties, standing costs, and lost interest yield).
2. Single Bottleneck Isolation
Strips away family noise to isolate the exact load-bearing statutory roadblock (e.g., s.25 AEA 1925 accounting failure or co-executor deadlock) in one clear sentence.
3. Adverse Liability Exposure
Audits the blocking party's direct personal exposure under English law—including devastavit (s.29 AEA 1925), CPR Part 44 personal cost liability, and statutory non-compliance.
4. The "Tomorrow Morning" Matrix
Presents 3 mutually exclusive off-ramps: Exit 01 (Formal Demand for Accounts), Option A (Stage 02 Master Blueprint), or Option B (90-Day Steering Retainer).
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.