Remember A Charity and the Institute of Legacy Management Member Survey– Justice Committee inquiry into probate

We will be submitting a joint response to the Justice Committee's inquiry into probate delays to share how this has affected legacy professionals.

We want to understand probate delays have impacted both legacies and the charities that rely on them. We encourage you to share any details or examples that you think are relevant so the Justice Committee gets a clear picture of challenges charities have been facing.

If you would like to share any additional information on this area, please email policy@rememberacharity.org.uk

This survey will close on 15th January 2024, thank you for taking the time to complete it.

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* 1. Are you a member of the Institute of Legacy Management or Remember A Charity?

Individual member of the Institute of Legacy Management

Organisational member of Remember A Charity

Both

Neither

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* 2. What is your organisation's name? (Please leave this question blank if you would like to answer anonymously.)

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* 3. What is your organisation's annual voluntary income?

Under £500,000

£500,000-£999,999

£1 million-£10 million

£10 million-£50 million

£50+ million

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* 4. How did the probate service's productivity levels impact your charity in 2023? Please share any examples you think are relevant.

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* 5. Do you think probate service's output in 2023 has been higher or lower than your expectations at the start of the year?

Significantly below

Below expected

As expected

Above expected

Significantly above expected

Other (please specify)

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* 6. Have your expectations for overall probate output changed since September 2023? If so, please tell us how and share any examples you think are relevant.

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* 7. What do you think the probate service's output should have been in 2023?

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* 8. Have your legacy notifications increased since September following improved HMCTS output?

Significantly decreased

Decreased

Stayed the same

Increased

Significantly increased

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* 9. How would you rate the probate service's communications regarding their output in 2023?

1- Very poor

2 - Poor

3 - Average

4 - Good

5 - Very good

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* 10. What communication would you like to see from the probate service for charities in 2024 and what difference would this make? Please share any examples you think are relevant.

Remember A Charity and the Institute of Legacy Management Member Survey– Justice Committee inquiry into probate

Question Title

* 1. Are you a member of the Institute of Legacy Management or Remember A Charity?

Question Title

* 2. What is your organisation's name? (Please leave this question blank if you would like to answer anonymously.)

Question Title

* 3. What is your organisation's annual voluntary income?

Question Title

* 4. How did the probate service's productivity levels impact your charity in 2023? Please share any examples you think are relevant.

Question Title

* 5. Do you think probate service's output in 2023 has been higher or lower than your expectations at the start of the year?

Question Title

* 6. Have your expectations for overall probate output changed since September 2023? If so, please tell us how and share any examples you think are relevant.

Question Title

* 7. What do you think the probate service's output should have been in 2023?

Question Title

* 8. Have your legacy notifications increased since September following improved HMCTS output?

Question Title

* 9. How would you rate the probate service's communications regarding their output in 2023?

Question Title

* 10. What communication would you like to see from the probate service for charities in 2024 and what difference would this make? Please share any examples you think are relevant.

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* 11. If you would like to be contacted about your answers, please add your email address here.