The bulk of my work involves the administration of estate and advising Executors as to what is required of them in that role. I deal with complex estates including those which require applications for business or agricultural relief and ones with foreign elements.
I deal with the preparation of Wills from simple ones to very complex documents and I also deal with the creation of Trusts, including Declarations of Trust and Occupation Agreements. I handle transfers of equity including property transactions and first registrations with the Land Registry.
I deal with advising clients on equity releases and facilitating lifetime mortgages.
I assist clients with the preparation and registration of Lasting Powers of Attorney and the registration of Enduring Powers of Attorney.
I deal with applications to the Court of Protection for Deputyship Orders and I act as a Deputy/Attorney for several incapacitated clients.
I am available to meet with clients outside of the office if they are not able to get to us and, in particular, I am happy to visit clients at their home, in a care home, if hospitalised or incarcerated.