Legal Executive Professional estate Planner

Society of Trust and Estate Practitioner
Chartered Institute of Legal Executives
Society of Will Writers Member
Association Accounting Technician
Best Foundation Independent Member

Phone Number

0333 050 2650

Address

P.O Box 696, Bury, BL8 9TS

Professional Estate Planner

I am a professional Estate Planner here to support and guide you and your family through the legal process of Estate Planning.
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Successful Examinations

I have successfully completed examinations and programmes for continual professional development including STEP, CiLex, MSWW and MAAT.
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Legal Specialist

Areas of specialism : Wills & Legacy Planning, Trusts, Lasting Power of Attorney as well as Business Protection and Continuity.
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Caroline Sandiford

I am a professional estate planner, here to support you through the legal process.
I have successfully completed examinations and I am registered for continual professional development.

Legal practice is varied and I have chosen to specialise in the area of Private Client : Wills & Legacy Planning, Trusts, Lasting Power of Attorney and Business Protection and Continuity. What that means for my clients is that my specialist knowledge of both legislation and the law in these areas qualifies me to advise and recommended on the most prudent and relevant planning to give complete peace of mind. My qualifications also mean I am regulated giving my clients complete peace of mind.

So many people desire to protect their hard earned assets for their family. So many companies desire for continuity.

Born, bred, educated and based in BURY in beautiful Lancashire and able to cover the whole of the NORTH WEST and further if required, please contact me to arrange a no obligation appointment.
As a family business we benefited from your advice and during conversation, points were raised which we had not considered. Meetings were made to our convenience and also the timings. You understood our needs and documents were drawn up to reflect this.
Jill
I have known Caroline circa 5 years. Caroline has acted for me in various capacities regarding my inheritance planning, especially in protecting the future interests of my young daughter. I always found Caroline to be very efficient, professional and courteous and I would have no hesitation in recommending her services.
Andrew

I'm even on TikTok!

@carolinesandifordlegal 👑 Time for a game of True or False with the Estate Planning Queen! 👑 Today we are tackling the Marriage, Relationships and Intestacy Edition. Are you legally protected, or are you falling for common legal myths? Here is a sneak peek of what we cover in the video: **The Separation Myth:** If you've been informally separated for 10 years, your spouse is still entitled to claim on your estate unless you specifically exclude them! **The Engaged Couple Trap:** Even if the wedding is fully paid for, your fiancé does not have the same inheritance rights as a spouse until you are legally married. You must make provisions for them in a will with a specific "intention to marry" clause. **The Total Exclusion Rule:** You *can* write a will leaving your spouse or dependent children with nothing, but it can be challenged in court under The Inheritance (Provision for Family and Dependants) Act 1975! **The "Government Takes It All" Fear:** If you are single, have no children, and die without a will, your money doesn't automatically go straight to the government. The law sets out a specific order, reverting to parents first, then full bloodline siblings. It only reverts to the Crown if absolutely no heirs can be found. **The Sibling Rule:** If you die without a will, full bloodline siblings come above any step siblings. **The Unborn Child Risk:** Future children who aren't named can face disinheritance, which is why it's always better to have a fluid, proactive will rather than a reactive one. Plus, my oldest sidekick, Grommet the dog! 🐶 Watch the full video to get the facts, and drop any questions you have in the comments below! 👇 #EstatePlanning #EstatePlanningQueen #TrueOrFalse #WillsAndProbate #InheritanceLaw #IntestacyRules ♬ original sound - Caroline Sandiford

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