Exclusive for Estate & Succession Lawyers

Medical Evidence & Claim Advocacy for Estate & Succession Lawyers

Why Estate Lawyers Choose ClaimRight

We have worked with top tier firms to assist them in estate administration matters, superannuation death claims and insurance and retrospective, trauma, income protection and total & permanent disability claims.

Bulletproof Medical Evidence

We don’t just gather files. We analyse and map clinical findings directly to PDS definitions and policy specificities, ensuring reports stand up to insurer scrutiny.

Stop Wasting Billable Hours

Offload the tedious process of clinical evidence gathering and chasing doctors. Your team focuses on high-value estate and succession strategy while we handle the medical legwork.

Refer & Retain (No Conflict)

We are not a law firm. We do not practice law. We focus strictly on the medical and non-legal advocacy components of TPD/Super claims. You retain your client fully.

Trusted by Firms Across Australia

We have worked with top tier firms to assist them in estate administration matters, superannuation death claims and insurance and retrospective, trauma, income protection and total & permanent disability claims.

Seamless Referral Workflow

A structured handover process designed for legal compliance and efficiency.

Case Identification

Identify TPD/Super components within your estate or succession matter.

Briefing & Handoff

Secure transfer of initial file notes and client authority to ClaimRight.

Clinical Assessment

We procure all medical evidence and map it directly to the relevant policy definitions and PDS wording.

Claim Submission

Complete evidence package compiled and returned for lodgement or integrated into your legal file.

Frequently Asked Questions

Q. Can you assist with retrospective claims after death?

Yes, ClaimRight is especially positioned to access and interpret financial records. Once the law firm or the executor gives us authority, we will be able to investigate and provide feedback to the executor/ administrator of the estate on the best way forward. Often, there is no time limit on lodging these claims so we strongly encourage you to contact us for a private discussion.

Q. What if the estate doesn’t have all documents yet?

A death certificate and a copy of official estate administration powers are usually required, such as a copy of probate documents. However different insurers and superannuation funds do have different requirements so call us to discuss your individual situation.

Q. Do you handle beneficiary disputes?

We can handle disputes with superannuation trustees on the amount of payout and whether a specific beneficiary is classified as a dependent for tax and superannuation purposes and request a review of the death taxes payable on death benefits.