Full bio

Practice Area / Expertise

I am a Senior Legal Assistant supporting the solicitors in the Private Client Department.
I support the Private Client Department in a wide range of matters, including:
  • Wills and estate planning.
  • Lasting Powers of Attorney.
  • Probate and estate administration.
  • Trust administration.
  • Deputyship applications.
  • Preparation and management of client documentation.
  • Liaising with clients, financial institutions and other third parties.
  • Debt collector for the team.
  • Organise internal meetings.
  • Deal with the release of legal documents.

Experience Highlights

I have spent most of my career working within Private Client and have been a member of the Harold Benjamin team for over 10 years.  My experience includes:

  • Supporting with the administration of estates from initial instruction through to completion.
  • Liaising with executors, beneficiaries, financial institutions, HMRC and other third parties.
  • Managing client files and ensuring compliance with regulatory and procedural requirements.
  • Providing clients with practical support and guidance throughout the legal process.

Key Transactions / Representative Matters

Recent case studies