Position: Wills and Probate Executive
Profile
Michelle has over 20 years of experience working within the legal sector. Having worked in various other disciplines Michelle favours Private Client work and has therefore chosen to specialise in this area for the last two decades.
Michelle’s empathic approach towards her work and her clients enables her to understand her clients needs and to recognise where some clients may need more assistance than others.
Although over the years Michelle has amassed a great deal of experience in dealing with elderly, and sometimes vulnerable clients, she also has a vast amount of experience in advising corporate clients looking to put their personal affairs in order and more importantly to put succession planning in place for their businesses.
Outside of work Michelle (now that her children are adults) keeps busy with a number of Volunteering projects to include being an active Community First Responder, Parish Councillor and a Trustee for her local community. Michelle also does a lot of fundraising for local charities, her fundraising efforts over the years have included completing the Welsh Three Peaks, competing in Strictly Shropshire 2022, Skydiving, and organising a Village Fun Day.
Michelle’s areas of expertise are as follows:
Lasting Powers of Attorney
Deputyship Order Applications
Advice upon and the preparation of Wills
Advice upon and the creation and management of Trusts
Inheritance Tax advice and planning
Administration of Estates
Care Fee advice
