Examples of Alison’s work include:
- Advising clients of the different Will options and preparing Wills to meet their needs and circumstances
- Assisting clients with Grant of Probate applications and dealing with the full Estate administration
- Preparing a Statutory Will application where the client lacks capacity and has no Will in place. This involves liaising with family members, the Court and the Official Solicitor to agree a Will which is in the best interests of the client
- Assisting clients in the preparation of Deputyship Applications, including professional appointments
- Preparing Deputy Reports
- Dealing with the day to day management of Attorneyship and Deputyship files which involves working with family members, care homes, social services and various financial institutions.
Alison says: ‘Everyone is different and I understand the importance of listening and asking the right questions so that I can deliver the appropriate advice for my clients.’
Qualifications and Experience
- Law degree 2011
- Qualified as a Solicitor in 2015
- Has specialised in Wills, Trusts and Estate planning since 2015
- Full member of the Society of Trust and Estate Practitioners (STEP)
Supervised by Tom Scoffham