Key areas of work:
- Powers of Attorney
- Court of Protection applications
- Management of property and financial affairs for professional attorneys and deputies
- Estate planning advice
- Probate administration
Wills and Lifetime Planning Tools
In short, I advise and assist people with their lifetime planning and in the preparation of Wills ranging from simple wills to complex Wills incorporating Trusts as well as other useful lifetime planning tools such as Powers of Attorney, including general Powers of Attorney, specific powers of Attorney, Trustee Powers of Attorney, Enduring Powers of Attorney and Lasting Powers of Attorney. I also draft Declarations of Trust. I offer all-round advice having formed a bigger picture of my client’s personal circumstances to help them make well-informed decisions.
Court of Protection Deputyships
I also advise and assist with applications to the Court of Protection for the appointment of a Deputy and I am particularly passionate about helping vulnerable clients. The Court of Protection work I am involved with includes making applications to the Court for the appointment of a person to manage property and finances when a person becomes unable to do so for themselves and also in assisting Professional Attorneys and Deputies manage property and financial affairs. I also have experience of Statutory Will applications, Trustee applications, gifting applications and also Health and Welfare applications to the Court of Protection.
Probate and Letters of Administration
I assist Executors in applications for Grants of Representation both where the deceased left a Will and in cases of Intestacy (where there is no valid Will). I also assist in the general administration of an estate including collecting in assets of the estate, settling liabilities, the preparation of estate accounts and distributing to beneficiaries. This involves the calculation and settling of inheritance tax, as well as deeds of variation where a beneficiary wishes to redirect their inheritance and payments to the beneficiaries. I find it rewarding to be able to help people in their hour of need especially after the loss of a loved one.