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LY CPD Session ‘Collaborative Ways to Resolves Estate Disputes’

Event Snapshot written by LY Intern – Finn Lee

The session opens with a quick introduction about the hosts of this session Lucy Percy and Jacqui Brauman.

The pair then walked the session attendees through their journeys through law which lead them to collaborative training and practice. Collaborative practice provides many benefits in the workplace.

The benefits discussed in the session can be found below:

Humanity First

Jacqui highlights the importance of humanity as a professional. As mentioned in this session, humanity is often something which is left at the door in court mediation.

The inclusion of humanity in collaborative practice positively impacts the professional and personal aspects of a practitioners life.  ^


The collaborative approach to dispute resolution gives professionals the ability to reflect on their own work.

Lucy poses some questions which many lawyers can use to self-audit.

Some of these questions involve evaluating a professionals own involvement in problems, their ability to appropriately position a client to achieve the most beneficial outcome for the client, and undertaking work which aligns with your own values and vision.  ^

What do you invest in?

Jacqui explains the process of investing in yourself. How are we retraining ourselves? Are we debriefing with other professionals? What are we thinking about for ourselves?

These are just a few questions which were emphasised in this session when thinking about how we, as professionals, are investing in ourselves.

On the back of Jacqui’s discussion about investment, Lucy builds upon a client-centric approach and EQ, this being what clients value and what referrers remember.  ^

Professional responsibilities

The previous characteristics of a collaborative approach now lead Jacqui and Lucy to professional responsibilities.

Upon self-auditing, putting humanity first and evaluating what we are investing in, the session was lead into a discussion surrounding the overarching responsibility of a professional.  ^

What does truly trying look like?

Jacqui and Lucy opened up a discussion in which they dissected what it looks like to try. Some of the key points which were touched on included:

  • Positioning the client for resolution from the start
  • Maintaining relationships by supporting the client
  • Providing the client with more than just legal advice on facts that are currently known. Clients should feel human and be supported holistically throughout their current dispute and supported with future needs.

The session hosts further provided the session attendees with a few objectives which they should achieve on their journey to collaborative practice.

Keeping pace with change, investing in EQ and providing clients with an experience which makes them feel as though they are better off for coming specifically to you.  ^

Fully informed options

This section of the session demonstrated the difference between traditional models and the collaborative model (see photo below).

Accompanied by these differences, Jacqui pinpoints the importance of timing which is pertinent to shorter meeting and respecting the lives of both clients and professionals.

Timing is also discussed in relation to giving individuals time to think decisions over when receiving advice.

The session closes out with the hosts placing the spotlight on the elements of collaborative practice which make lawyers happier.

Jacqui and Lucy provide a ‘next steps’ sections in which they give details surrounding training sessions and other resources for collaborative approaches to resolving estate disputes.

Finally, there is an open discussion between the attendees of the session.

This was a spectacular session and we strongly encourage you to view recording of the session for a more detailed insight into collaborative approaches to resolving estate disputes.  ^

Fully Informed Options

This Q&A Lawyer Feature post does not constitute legal advice or a legal opinion on any matter discussed and, accordingly, it should not be relied upon. It should not be regarded as a comprehensive statement of the law and practice in this area.

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