MAAT MSWW ACILEX
LEGAL EXECUTIVE

I am a Legal Intermediary – a professional who has
successfully completed Legacy Planning examinations.

I am a member of STEP (Society of Trust and Estate
Practitioners), CILEX (Chartered Legal Executives) and
also SWW (Society of Will Writers). I am registered
also for continual professional development and I
specialise in Estate Planning and Business Continuity.

Supported by an extensive Team of Solicitors,
Conveyancers and Financial Advisors all with a wealth
of knowledge and experience in Estate and Legacy
Planning, I follow a highly prescribed process to ensure
that my clients achieve the protection and certainty
they require, so that they can be sure that the ones
they care for most will not lose out.

IT Manager/ Will Drafter

Joe is my son, formerly a Software Devloper, he has recently joined the family business to help me with client liason and manning the fort whilst I am travelling to appointments.

He recently passed his foundation course, and is now drafting Basic Wills for our clients - with Caroline's expert oversight of course.

He will usually be your first point of contact if you haven't booked an appointment.

You can reach him here :

Watch video

In this video, I explain what my qualifications are and why you should opt to work with an estate planning professional over a traditional Will Writer.