Services for Other Law Firms
Referring work or clients to another law firm can make good business sense. At some point, access to independent specialist legal advice or support is likely to be in the best interests of your firm and your clients.
For example, you may encounter the following areas of work where it is more efficient or professionally appropriate to use an independent lawyer:
- timeconsuming and/or technical Court of Protection work – perhaps where the hourly rate available on detailed assessment is much less than your normal rate;
- where disputes have arisen regarding estates or trusts, and an independent administrator or trustee is required;
- provision of certificates for Lasting Powers of Attorney if you or an employee are being named as Attorney;
- referring clients when a conflict of interest has arisen;
- dealing with estate administration tasks leaving you clear to manage and lead the administration.
Many local law firms have already referred that sort of work; either subcontracting all or part of what is required, or, passing on the client to this firm knowing it is only for a limited purpose (and that, as it is not a fullservice practice, there is no fear of “losing” the client permanently).
As well as being a full member of STEP and Solicitors for the Elderly (SFE), Peter Cox qualified as an associate member of The Association of Contentious Trust and Probate Specialists (ACTAPS) in 2011, a status held for its full term – please refer to ACTAPS.