Bernadette Polkinghorne

Private Client Executive

Specialist Areas

  • Wills
  • Lasting Powers of Attorney
  • Probate

Experience

Bernadette is an extremely capable Practitioner with over 16 years experience drafting Wills, Lasting Powers of Attorney and dealing with Probates and Estate Management.

Approximately a third of her caseload is Probates, with the remainder of her time spent drafting Wills and Lasting Powers of Attorney.

Bernadette has considerable experience dealing with LPA Administrations.

Recent case: Acting for elderly client who needs help with finances and paperwork … Read more

On a recent case I was contacted by a residential home with regards to a resident who needed help with her finances as she had no close relatives or friends. I prepared a financial Lasting Power of Attorney and she now wishes on-going advice and assistance with the options of returning home or staying in residential care. This involves liaising with the resident, social services and the care home manager.

Recent case: Dealing with an intestate estate of someone who had died over nine years ago … Read more

Dealing with an intestate estate of someone who had died over nine years ago. Having no personal information bedsides the deceased’s death certificate and bank account I needed to trace any other Personal Representatives and potential beneficiaries. This involved instructing a genealogist to locate a missing beneficiary, will search and asset search to deal with the application and administration.

Qualifications and Accreditations

  • Fellow of the Institute of Paralegals
  • Qualified in 2014 in specialist paralegal studies in Wills, Probate and Administration.