Letter of claim—family provision claim

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Published by a LexisNexis Private Client expert
Precedents

Letter of claim—family provision claim

Copyright © 2025 LexisNexis

Published by a LexisNexis Private Client expert

Precedents
imgtext

Dear [insert organisation name]

[PROSPECTIVE CLAIMANT’S NAME] AND [PROSPECTIVE DEFENDANT(S) NAME(S)]

The estate of [name] deceased

LETTER OF CLAIM— Potential claim under the Inheritance (Provision for Family and Dependants) Act 1975

We are instructed to act for [name of applicant] in [his OR her] claim under the Inheritance (Provision for Family and Dependants) Act 1975 (I(PFD)A 1975).

As you may be aware [name of applicant] was [describe relationship with the deceased] and we understand that [name of deceased] died on [date] (the deceased).

We understand that the deceased died [testate leaving a Will dated [date][ and codicil dated [date]] OR intestate and [his OR her] beneficiaries on intestacy are [names]].

[We have applied for a standing search but would be grateful if you would inform us immediately if you are instructed to obtain the grant of

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Jurisdiction(s):
United Kingdom
Related legal acts:
Key definition:
Family provision claim definition
What does Family provision claim mean?

A claim brought under the Inheritance (Provision for Family and dependants) Act 1975 (I(PFD)A 1975) which enables certain categories of people, who were financially dependant on the deceased, to bring a claim against their estate for reasonable financial provision. The deceased must have been domiciled in England and Wales when they died. A Family provision claim may also be referred to as a 1975 Act claim or an inheritance act claim.

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