As you may already know, in May this year, the Solicitors Regulation Authority (SRA) approved our application to become a corporate member of Private Clients Solicitors LLP (PCS). This has allowed us extend the range of professional services we can provide our clients.
We have just completed our first (and quite complex) will – and it tested us, as it wasn’t a straight forward one to get us settled in to the process!
Our client, a Portuguese Resident for over 30 years, was born in the UK and has a mixed portfolio of UK situs assets. The client also has a disabled child which led to the incorporation into the Will of a Disabled Trust.
Although the Will instruction and drafting has been a slightly more complex case than normal, the client has been extraordinary throughout this process – providing us with endless amounts of information, sending us documents through the post and even flying across to the UK!
This just goes to show how willing clients can be to work with a trusted, professional will-writing provider. We have enjoyed creating our first will together a member of PCS, and we know that there are many more to come!
If you want to know about our Will and Lasting Power of Attorney and other Court of Protection services, contact us today on 01909 512 120 or email info@loftusstowe.com