Probate-Tree

遗嘱认证树

• 批准号: 10098774
• 金额: $ 22.16万
• 依托单位: OVERGANG LIMITED
• 依托单位国家: 英国
• 项目类别: Collaborative R&D
• 财政年份: 2024
• 资助国家: 英国
• 起止时间: 2024 至 无数据
• 项目状态: 未结题
• 来源: https://gtr.ukri.org/projects?ref=10098774
• 关键词: Probate; Tree

Probate-Tree is a direct to consumer legal services platform. A disruptive business model that transforms the way Legal Services are delivered in the UK. At the heart of this project is moving the control of Probate cases from the Lawyer to Client. This operating model has never been done before.High Street Solicitors deliver their legal expertise, whilst conducting high volumes of administrative work. The net result is that Probate becomes an expensive process for the consumer. Probate-Tree gives the legal consumer the tools in the form of their own case management platform. Running their own case, the software guides them through the process, from the point of death to estate distribution, generating correspondence, accounts and automating tasks. Probate-Tree's logic identifies the point at which Lawyers are "needed", such as for Court applications, and focuses their input through our Lawyer-led operations team at those key points.This hybrid business model is Client-Driven and Lawyer-Supervised. Empowering the Client to manage their own files reduces the administrative burden on the Lawyer, thereby increasing productivity and reducing overheads.Probate, as a legal process, is necessary for in excess of 250,000 individuals every year; 100,000+ of them (in England & Wales) do so without a Lawyer, and without any case management tools. Unguided consumers educate themselves on the Probate process whilst navigating their way through it. The process, in a large part, is the obtaining and collation of multiple sources of financial data. To efficiently manage this, the unaided consumer has to create files and spreadsheets of correspondence and financial data for onward reporting to the Court or HMRC. Our platform, supported by this project, will support and simplify the Probate experience for emotionally vulnerable users.Probate-Tree is an anytime-anywhere legal services platform that empowers Clients to run their own case. The previously unaided consumer can manage all of the correspondence and data received on a single platform from the comfort of their own home or work. They no longer need to attend city centre institutions, or generate letters, or manage incoming correspondence because Probate-Tree's automated platform does it for them. This automation is supported by a Lawyer-Led operations team that will step in, a "lawyer in the loop", when needed and be on hand to answer questions the consumer may have. The consumer has control of their own case, but has the experience and expertise of Probate-Tree's Legal Team behind them.

遗嘱认证树是一个直接面向消费者的法律服务平台。一种颠覆性的商业模式，改变了英国法律服务的提供方式。这个项目的核心是将遗嘱认证案件的控制权从律师转移到委托人手中。这种运作模式是从未有过的。高街律师在提供法律专业知识的同时，还从事大量的行政工作。最终的结果是遗嘱认证对消费者来说成为一个昂贵的过程。遗嘱认证树以自己的案件管理平台的形式为合法消费者提供了工具。通过运行他们自己的案例，该软件引导他们完成从死亡到遗产分配的整个过程，生成信件、账户和自动化任务。遗嘱认证树的逻辑确定了“需要”律师的时间点，例如法院申请，并通过我们律师领导的运营团队将他们的输入集中在这些关键点上。这种混合商业模式是客户驱动和律师监督的。授权客户管理自己的档案减少了律师的行政负担，从而提高了工作效率并减少了管理费用。遗嘱认证作为一种法律程序，每年需要超过25万人；其中100,000以上的人(在英格兰和威尔士)在没有律师和任何案件管理工具的情况下这样做。没有指导的消费者在遗嘱认证过程中教育自己，同时导航通过它的方式。这一过程在很大程度上是获取和整理多种来源的财务数据。为了有效地管理这一点，无人援助的消费者必须创建信件和财务数据的文件和电子表格，以便向法院或HMRC进一步报告。我们的平台，在这个项目的支持下，将支持和简化易受情感伤害的用户的遗嘱认证体验。遗嘱认证树是一个随时随地的法律服务平台，使客户能够运行自己的案件。以前没有帮助的消费者可以在一个平台上管理从他们自己的家或工作中舒适地接收到的所有通信和数据。他们不再需要去市中心的机构，或者写信件，或者管理收到的信件，因为遗嘱认证树的自动化平台为他们做到了这一点。这种自动化得到了一个由律师领导的运营团队的支持，该团队将在需要时介入，即“圈子里的律师”，并在手边回答消费者可能提出的问题。消费者对自己的案件有控制权，但背后有遗嘱认证树法律团队的经验和专业知识。