STAGE 01 • ENTRY GATE | SOLICITOR-LED AUDIT

FACTUAL AUDIT & STRATEGY CONSULTATION

An immediate legal triage that audits core documents, calculates monthly asset burn, isolates your legal standing, exposes opposing party liability, and prescribes your clearest out-of-court exit route.
Fixed Fee Mandate
£400 + VAT
⏱️ Delivery in 3–5 Working Days

Includes a formal 2-Page Certainty Audit Deliverable and a dedicated 30-Minute Strategy Consultation with Justin Patten, Principal Solicitor.

🛡️ 100% Rollover Guarantee Your full £400 + VAT fee rolls forward 100% into Zone 1 or Zone 2 execution milestones when instructed within 14 days.

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 clear, costed off-ramps: Zone 1 Caveat Ladder, Zone 2 Deadlock Resolution Tracks, or a Structural Clarity Report™ blueprint.

Scope Boundaries

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.
Need to inspect a sample assessment first? Inspect an Anonymised 2-Page Audit Sample →

Instruct Stage 01 Factual Audit

Next Step: Upon submitting this instruction form, your instruction will be logged instantly and private invoice/submission details will be sent directly to your email address.