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1 strategies and tactics for Probate

What is Probate strategy?

Every great achievement starts with a well-thought-out plan. It can be the launch of a new product, expanding into new markets, or just trying to increase efficiency. You'll need a delicate combination of strategies and tactics to ensure that the journey is smooth and effective.

Crafting the perfect Probate strategy can feel overwhelming, particularly when you're juggling daily responsibilities. That's why we've put together a collection of examples to spark your inspiration.

Transfer these examples to your app of choice, or opt for Tability to help keep you on track.

How to write your own Probate strategy with AI

While we have some examples available, it's likely that you'll have specific scenarios that aren't covered here. You can use our free AI generator below or our more complete goal-setting system to generate your own strategies.

Probate strategy examples

We've added many examples of Probate tactics, including a series of action items. We hope that this will make these examples as practical and useful as possible.

Strategies and tactics for handling Probate Service with a Will

  • ⛳️ Strategy 1: Verify the authenticity of the will

    • Request the original will from the executor
    • Examine the will for signatures and witness information
    • Conduct a validation check with the solicitor who drafted the will
    • Confirm the will is the most recent version
    • Check for any codicils or amendments attached to the will
    • Liaise with the probate registry for any required validation
    • Verify executor details and their willingness to act
    • Ensure the will complies with legal requirements
    • Investigate any potential claims against the estate
    • Document all validations and findings in a report

  • ⛳️ Strategy 2: Administer the estate as per the will

    • Initiate contact with the executor and provide guidance
    • Compile a detailed inventory of the deceased's assets and liabilities
    • Apply for the grant of probate from the probate registry
    • Notify all beneficiaries of their entitlements
    • Organise asset valuation and manage asset distribution
    • Settle any liabilities or debts of the estate
    • Address any inheritance tax or other tax liabilities
    • Coordinate the distribution of personal effects per instructions
    • Provide interim and final estate accounts to the executor
    • Close the estate once all distributions are complete

  • ⛳️ Strategy 3: Offer ongoing support and communication

    • Establish a dedicated point of contact for the executor
    • Schedule regular updates on probate progress
    • Create a timeline for key milestones and communicate this
    • Respond to any inquiries from beneficiaries promptly
    • Facilitate meetings or video calls when needed
    • Discuss any concerns or disputes with legal advisors
    • Provide external counselling or support services for affected parties
    • Assess feedback and adjust procedures for better service
    • Compile a final report summarising the completed probate process
    • Seek client testimonials and recommendations post completion
probateestate-managementexecutorsolicitorlegal-teamprobate-registry-team
Implement these strategies

How to track your Probate strategies and tactics

Having a plan is one thing, sticking to it is another.

Setting good strategies is only the first challenge. The hard part is to avoid distractions and make sure that you commit to the plan. A simple weekly ritual will greatly increase the chances of success.

A tool like Tability can also help you by combining AI and goal-setting to keep you on track.

More strategies recently published

We have more templates to help you draft your team goals and OKRs.

Planning resources

OKRs are a great way to translate strategies into measurable goals. Here are a list of resources to help you adopt the OKR framework:

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