Scenario

Today you are working as Legal Assistant for Solicitor who is a Solicitor at Company Lawyers M&M with expertise in Wills and Probate matters

Solicitor has now returned from court and calls you to her office to discuss this new matter

You take the following notes of what you need to do from the meeting with solicitor .

1. prepare a file plan for the initial tasks to be completed for the new matter, (Use file template) the plan must outline:

a.The task to be performed in this matter:

Conflict of interest check

Record conflict of interest check

Open new file

b.Who is responsible for the tasks.

c.The resources required

1. Draft an email to the ADMINISTRATIVE Assistant,requesting that she prepare a new file , advise that the matter number for this case will be 21 CV;AB 1098;

File Plan template

Client name :File numberDate :

WHAT is to be done : WHEN is it to be done : WHO will do it? WHAT resources are required?

(Task) (Timeframe) (Responsibility ) (software, template, resources,

equipment, personel, courts/other services etj.)

Client Details

Hisname is Allen Peta

Address ; 18 shell drive st, Azure beach

Telephone : 123456789

Occupation : Retired Financial Advisorand heseeks to have a Will and Power of Attorney prepared.

CONFLICT OF INTEREST CHECKER

Instructions: Click on the dropdown arrow next to Surname, in the 'search' box enter the surname or company name you wish to undertake a conflict of interest check on.

Surname First name Matter

Allen Peta Will & POA