Wills, Trusts & Probate

Yes. You can set out concerns about distribution, decisions, and delays, then generate a solicitor-ready summary. For most disputes, separate facts from assumptions and keep communication in writing wherever possible. A clean chronology, objective summary, and evidence index can significantly improve first legal discussions. BriefBase can help organise the information, but formal legal advice should come from a qualified solicitor.

Record decisions made, dates, requests for information, and responses received. BriefBase structures this in chronological order. A practical approach is to keep facts in date order, preserve written communication, and identify the documents that best prove your position. This usually gives a stronger foundation for solicitor advice. BriefBase can help organise the information, but formal legal advice should come from a qualified solicitor.

Will copies, estate accounts, valuations, and correspondence are commonly useful. BriefBase helps keep the evidence list clear. Prioritise primary documents first: contracts, formal notices, letters, emails, account records, or medical notes depending on the issue. Keep originals where possible and avoid editing screenshots so the evidence trail remains reliable. BriefBase can help you organise that evidence into a cleaner summary before you speak to a solicitor.

Yes. It helps you describe each issue objectively and separate facts from assumptions before legal review. A practical approach is to keep facts in date order, preserve written communication, and identify the documents that best prove your position. This usually gives a stronger foundation for solicitor advice. BriefBase can help organise the information, but formal legal advice should come from a qualified solicitor.

No. BriefBase offers guidance and preparation support only. A practical approach is to keep facts in date order, preserve written communication, and identify the documents that best prove your position. This usually gives a stronger foundation for solicitor advice. BriefBase supports preparation and clarity, while legal advice comes from a qualified solicitor.

Yes. It helps clarify what happened and what information you still need before taking formal steps. A practical approach is to keep facts in date order, preserve written communication, and identify the documents that best prove your position. This usually gives a stronger foundation for solicitor advice. BriefBase can help organise the information, but formal legal advice should come from a qualified solicitor.

Yes. The aim is to provide a clear summary so your solicitor can assess your matter faster. A practical approach is to keep facts in date order, preserve written communication, and identify the documents that best prove your position. This usually gives a stronger foundation for solicitor advice. BriefBase can help organise the information, but formal legal advice should come from a qualified solicitor.