IDR Law has recently launched IDR Claim Checker for charities. The online tool aims to assist legacy officers and junior legacy officers in promptly evaluating claims related to legacy gifts. In 2020, legacy gifts amounted to £3 billion annually. Charitable organisations may face challenges as this figure is expected to increase.
The IDR Charity Claim Checker delivers an immediate assessment of 1975 act claims. Additionally, it provides insights into the merit of a claim and is designed specifically to guide legacy officers through intricate situations.
Upon receiving a claim letter, legacy officers often face a period of concern, dealing with various considerations. Positioned as a resource, the IDR Charity Claim Checker guides officers in comprehending the relevant facts of the claim. This enables them to make informed decisions that align with the interests of all parties involved. The tool provides information and guidance within the form, assisting officers in evaluating claims and outlining appropriate steps for response.
Following the completion of the claim checker, legacy officers receive a personalised report featuring advice tailored to the specific claim. This, in turn, empowers officers to confidently communicate the situation to trustees and senior management.
Martin Holdsworth, CEO & founder of IDR Law, stated: “As the only law firm in the UK that specialises in handling inheritance disputes and nothing else, we have been able to focus on a myriad of different ways that we can help our clients. We are well known for creating and harnessing legaltech to support our clients and referrers and it was inevitable that we would turn our attention to the charity legacy dispute sector.”
The IDR Claim Checker is accessible via the Institute of Legacy Management’s website, with CEO Matthew Lagden expressing satisfaction with the collaboration. Additionally, the tool is available on the IDRN, a referral and support network established by IDR Law, providing resources for contentious cases.
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