anonymous
Probate instruction – significant procedural and service issues experienced
Probate instruction – significant procedural and service issues experienced I instructed Co-op Legal Services (CLS) for probate administration on a fixed-fee basis. Early communication was clear and the arrangement appeared straightforward. Over more than a year, CLS undertook substantial preparatory work, including inheritance tax submissions, being fully aware of the estate’s complexity and family dynamics from the outset. Despite this, CLS withdrew very late in the process, citing a “conflict of interest” and “contentiousness” which had been known throughout their instruction. This abrupt withdrawal caused avoidable delays, the need to repeat work, and significant additional costs to the estate. The impact on the beneficiaries has been both financial and emotional high. Without prior notification, there was a significant decline in how the matter was handled after our case was reassigned (without explanation) from a qualified solicitor to a non-legally trained administrator - who failed to perform basic security checks that the person they were dealing with was authorised to do so. Given the estate’s complexity, this change negatively affected progress and clarity of communication. Based on experience, anyone considering CLS for probate should proceed with caution. Ensure all terms, responsibilities, and escalation routes are clearly documented; confirm the qualifications and identity of staff handling the case; and be aware that a late withdrawal; even after extensive progress, can have serious consequences for an estate. After THREE years there is still no probate and the estate is in limbo; a difficult and stressful experience that I would not wish on any bereaved family.