Bio
Katie is a Private Client Solicitor.
Katie advises individuals and families across a range of personal matters, with particular expertise in the preparation of wills, the creation and registration of Lasting Powers of Attorney, and estate administration.
Her expertise includes supporting clients to draft wills which reflect their personal circumstances and ensure their wishes are clearly documented (including advising guidance on tax-efficient estate planning), alongside advising on Property and Financial Affairs and Health and Welfare Lasting Powers of Attorney (LPAs) and supporting clients through the process of registering LPAs with the Office of the Public Guardian.
She also supports with estate administration, working with executors and beneficiaries to manage the probate process (including obtaining grants of representation, identifying and valuing assets and liabilities, settling debts, and distributing the estate in accordance with the will or intestacy rules).
Examples of Katie’s work include:
- Assisting in the preparation of wills, including those involving complex family dynamics.
- Advising clients on Property and Financial Affairs and Health and Welfare Lasting Powers of Attorney.
- Supporting the administration of a number of estates.
- Advising on an estate which included a residential property requiring sale.