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Lichfield Office – Private Client

Lichfield Office – Private Client

Full Time, Monday to Friday, 8.30 a.m. 5.30 p.m.

 Fee Earner Private Client Department –

Solicitor – Chartered Legal Executive 5 – 10 years PQ

 Duties to include but not exclusive to:

  • Preparation of Wills – simple and more complex containing trusts.
  • Administering the Estates of people who have died. To obtain Probate/Letters of Administration (if there is no Will). If this is not needed because of the modest value of the estate we can help personal representatives with this.
  • Inheritance Tax Planning – Lifetime
  • Setting up Trusts
  • Long term care – advising on safeguarding assets from Local Authority assessment, via their Wills.
  • Lasting Powers of Attorney: Financial and Property & Health and Welfare – to give permission to nominated third parties to act on your behalf if you lose your mental or physical capacity.
  • Court of Protection Deputy applications – for those who do not have capacity to make an LPA.
  • Deputyship applications for an individual in relation to management of their legal and financial affairs.