I am a Chartered Legal Executive specialising in Private Client Law. My particular areas of specialism are:
Administration of Estates and Probate
Administration of Trusts
Lasting Power of Attorney
I qualified as a Chartered Legal Executive in 2013 but have worked in Private Client Law for over 13 years. I am also an Affiliate Member of the Society of Trust and Estate Practitioners (STEP).
My main area of expertise is Probate and the administration of Estates and Trusts. I have a wealth of experience, with regard to Intestate Estates (where the deceased has died without leaving a Will); advising clients in relation to the administration of Estates of high value, including complex Trusts, and addressing any taxation issues.
I enjoy the Client contact that my role brings. I pride myself on providing clear advice and building good rapport with my Clients, especially at what can be a very difficult time in their life.
When not at work I am busy with my family, enjoying outings and holidays. I attend the gym regularly and enjoy taking part in fitness classes.
"I don't think this house sale would have pulled together without Jo's determination and expertise. Excellent!"
"This is by far the go-to firm for any issues. You are made to feel valued from the outset and they are so confident in what they do. Wouldn't recommend any other. Thank you Hugh and Max."
- Ros Jones
"“ This is the second time we have used Tracey for the conveyancing to buy our new home. She is always completely approachable, she has helped us along the way with advice and useful tips that has helped lessen the stress. We have complete confidence in her and would not hesitate to recommend her to our friends and family”. - Peter Dawes, Cater Dawes Financial Planning "
"Prompt, helpful, polite and very professional service"
"Approachable, very efficient, always willing to take my calls and update me."
"Domini was very fast and efficient in carrying out her work for me - she was also very good at explaining things to me"
"I would like to say thank you for your help, support and guidance over the last two and a half years. Obviously should I need further assistance in the future I shall not hesitate to call you guys."
"We found Rachel Dawson outstanding, polite, professional and caring."
"The ease that we could access and speak to Pat Smith - Thank you"
"Jade Shelton was absolutely fantastic!! Professional and proactive at all times."