Mr R died without leaving a will, but he did have a life assurance policy. He had not nominated Ms T (or anyone else) as the beneficiary, and as a result, the policy terms automatically required the proceeds to be paid to Mr R’s parents. As a consequence, despite being dependent on Mr R, Ms T stood to lose her entitlement to the policy proceeds. Without the money, she would be unable to stay in the home she had shared with Mr R.
Ms T made an application under the Inheritance (Provision for Family and Dependents) Act 1975 for a share of Mr R’s estate, including the policy. We acted for Ms T under a full Conditional Fee Arrangement (CFA). The claim was settled following mediation between the parties. Ms T received over 50% of the policy value. Her legal costs were paid in full by the Defendants, so Ms T kept 100% of the settlement monies.
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