In the field of wills and estates, the scope of the practice of litigators and solicitors can overlap. This paper points out and discusses the difficulty for estate solicitors in deciding where, along the road, a matter may have morphed from administrative to litigious, and what to do about it. What is the solicitor’s role in that situation? In what circumstances should one remain involved? At what point should or must one refer the matter out?

This paper was presented at LESA’s Estate Litigation program in February 2014.