- Estate administration
I am an Associate in the Lymington probate team. Since qualifying in 2003, I have worked in private client teams for firms in Salisbury and Devon and joined Moore Blatch in 2018. I am experienced in administering large and often complex estates and making special probate applications where there is a disputed or lost will.
My role involves acting for the executors and personal representatives of an estate; these clients are often relatives or close friends of the person who has died, professional executors, or charities. I assist them in obtaining probate to the estate, advising on any tax implications, resolving any issues in order to distribute the estate as quickly and efficiently as possible to the beneficiaries.
Providing a sensitive, friendly and understanding approach to every situation is important to me, as I deal with clients who are at a challenging and often distressing time in their lives.
Previously, I specialised in will drafting, powers of attorney work, advance decisions and court of protection applications, as well as estate administration. I also have experience acting for and advising a large number of national charities in their role as personal representatives, and on estate administration issues generally.
I am married with two young children who keep me busy! I love running (completing two marathons in 2018), reading and socialising with friends.
- Society of Trust and Estate Practitioners
- Solicitors for the Elderly- I am on the South Central committee
I have worked in probate for over 20 years and act for executors and personal representatives – both private individuals and professionals – advising them on all aspects of probate.
My clients are often close family members or friends of a deceased person who have been appointed executor or personal representative. I also act for professional executors, such as the partners at Moore Blatch.
I help clients obtain the Grant of Representation / Probate to the deceased’s estate. I collate all information about the deceased’s assets and report to the Inland Revenue where appropriate. I help enable the deceased’s estate to be distributed as quickly and efficiently as possible either in accordance with the terms of the deceased’s will or under the intestacy rules.
I also ensure that all appropriate reliefs and exemptions are claimed.
This can be a difficult time for clients. I adopt a sympathetic approach and am understanding and empathetic to my clients’ and their family’s needs.
Previously, I have undertaken will drafting, inheritance tax planning, court of protection applications, registering enduring powers of attorney and lasting powers of attorney, as well as estate administration so I have wide ranging experience in dealing with matters related to later life.
I am married with a daughter and enjoy cooking, reading and socialising with family and friends.
Accreditations & Memberships
- Society of Trust and Estate Practitioners – Bournemouth branch committee member
- Solicitors for the Elderly – South Central committee member
I am a paralegal with over five years’ experience in private client work. I support individuals with the administration of a loved one’s estate.
The period following the death of a loved one can be a very difficult and stressful time. I support executors and personal representatives who have been appointed by the deceased under the terms of their Will, or by statute under the intestacy rules.
Executors and personal representatives are often family members or close friends of the deceased. I help them with the initial stages in estate administration, including making all necessary enquiries to obtain the information needed to apply for the grant of representation. I also help finalise tax affairs and help distribute the estate to beneficiaries.
It is my job to help clients deal with these matters as sensitively and efficiently as possible.
I am a graduate member of the Chartered Institute of Legal Executives and am currently working towards completing my qualification.
Outside of work I enjoy reading, going to the cinema and the theatre, and singing in a local choir.
I am a senior manager in the firm’s probate team. I help clients with the administration of estates, particularly those with high value assets or complex family issues.
My clients are executors to a will and are often close friends or relations of the deceased.
I help clients resolve any issues and distribute the assets of an estate to the rightful beneficiaries as quickly and efficiently as possible.
Bereavement can be a deeply distressing experience. We take a sensitive approach and, where appropriate, give clients the time they need to come to terms with a recent bereavement before moving ahead with the legal process.
We make sure that the probate process we handle on behalf of clients is completed efficiently, handled sensitively, and that the legalities involved are clearly explained.