2024 Bereavement Index - Legal Professionals

Overview

The Bereavement Index is Exizent’s annual report that documents the state of the nation on bereavement and its related processes.

The report will be informed by this survey of legal professionals, working in the bereavement industry across the United Kingdom to provide a comprehensive view of the current landscape, taking legal, financial, and emotional factors into consideration.

We would appreciate your input in this year’s Bereavement Index by taking our short survey. Your insights will provide valuable information and perspectives that will help identify areas for improvement and innovation in bereavement services.

All data collected in this survey will be kept confidential and remain anonymous in the report unless you state otherwise.

The survey takes approximately ten minutes to complete, and, upon completion, you will have the option to enter a prize draw to win £100 gift card of your choice. The winner will be notified by the end of June 2024.

Question Title

* 1. What is your job title:

Partner / Head of Department

Solicitor / Associate

Legal Executive

Paralegal / Trainee Solicitor

Legal Secretary

Other (please specify)

Question Title

* 2. How many years have you been working in the probate / private client sector?

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* 3. Does your firm have a specialist probate / private client department?

We have a team dedicated to probate cases

We have people who mainly work on probate, but also other cases

We don’t have anyone who focuses on probate, but manage cases when required

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* 4. What is the size of this department?

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* 5. What type of probate case does your company typically deal with?

Mostly smaller, simpler estates where inheritance tax is not payable and inheritance tax forms are not required

Mostly larger, complex estates where inheritance tax is payable

A mixture of smaller, simpler estates and larger, more complex estate types

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* 6. What software do you primarily use to manage probate cases?

We use common office tools, such as email and Microsoft Office (or similar)

We use our main case management software

We use software dedicated to managing probate cases

None