Private Client Executive
- Lasting Powers of Attorney
Jody has been drafting Wills, Lasting Powers of Attorney and dealing with Probates and Estate Management since 2012.
Half her caseload is Probates, with the remainder drafting Wills and Lasting Powers of Attorney.
Her interest is in advising elderly clients with will planning and all aspects of lasting powers of attorney making sure they feel at ease and happy with advice given.
Met a client who on the face of it had capacity to complete an LPA, gave clear instructions and the work was carried out for the client. On the second visit when we came to sign the document it was clear the client did not have capacity and short term memory had gone absolutely. Through spending further time with the client and the client's family, I was able to make a Court of Protection application, which has meant that the client’s family can now be assured that they have the correct authority over their parent's property and financial affairs. This has made everyone’s lives easier and more assured.
Dealt with an estate where two executors were in different countries. The use of Coodes' technology has not hindered the process at all as it may have done with initial appointments, signing documents etc. Managing to progress the estate in an efficient and cost effective manner, which the clients are pleased with.
Dealing with a client who'd had a medical episode and ended up in hospital. They did not have a will in place and the family circumstances were not straightforward, so they needed a will urgently. I attended the hospital the day after the phone call, drafted the will that day as well as powers of attorney and then returned the following day to get everything signed. This made a real difference to the client, and their family, who no longer needed to worry about their affairs.
Qualifications and Accreditations
- ILEX Level 3
Jody is a trained Dementia Friends Champion.