Private Client Executive
- Lasting Powers of Attorney
Bernadette is an extremely capable Practitioner with nearly 20 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.
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.
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.
Bernadette volunteers for the charity Re-engage
Our dealings were undertaken efficiently and professionally during the very difficult Covid-19 pandemic climate.