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The Five Variables Which Win Inheritance Cases

Posted: Friday, 22 August 2025 @ 14:28

1The ability to fight cases on agendas which serve your own interests rather than that of your opponent. Strange it may sound legal cases are not necessarily won by those with the strongest legal cases. While having a good legal case is better than having a weak legal case, it is still possible to secure good outcomes with a weak hand; equally it is possible to end with a poor result even with a good legal position. Particularly on cases which are not necessarily strong when the time is right I will try to introduce specific issues which help the client and I believe a judge will appreciate.

2 Tone is critical – Inheritance cases are emotional and there can be such a temptation to say or do things which try to cast the opposing party in a poor light. Lawyers can be just as guilty of that (poor) conduct. From my point of view I am trying to take the advisor as part of the equation. In other words you want to be largely not noticed in the case. The threat of legal action (which is why my clients instruct me) is enough pressure to bear. Showboating or overt grandstanding does not cut it.

3 Overall understanding of where the "puck" is heading. An analogy for an ice hockey puck is "the future" or "the goal" of a situation, as seen in advice to "Skate to where the puck is going to be, not where it has been". This metaphor highlights the importance of anticipation, strategic vision, and forward-thinking to stay ahead, whether in sports, business, and in inheritance disputes. In my mind I am trying to think given where we are at the moment where is ultimately this dispute going to go. I am trying to predict the future outcome of the case.

4 Sensible use of offers. An important mindset to have in mind is to make offers to settle cases where you can and if they serve your interests. This just does not occur on the financials of the matter but also on certain aspects of the matter such as use of mediator, specific evidence which can be used or what information should be disclosed.

5 Advocating positive client character traits. Judges read papers and what we are trying to do is cast our clients in their most positive light. What we try to do is rather than criticise our opponents we bring to the fore the reasons why our clients have acted the way they do and why they are entitled to be on the right side of the justice system.  

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