Maria is a Solicitor in the Tax & Trusts and Wills & Estate teams.
Maria provides legal advice and assistance to the firm's clients in all areas of Private Client practice including preparation of Wills and ancillary documents, preparation and registration of LPAs, registration of EPAs, trust creation, administration and registration, obtaining Grants of Representation, estate administration including intestacies, advice relating to gifts of property, Deeds of Variation and IHT advice.
Maria acts for a variety of clients including individuals, couples, families, business owners, farmers, lay and professional trustees, lay and professional executors and administrators, elderly and/or vulnerable people.
Examples of how Maria has supported clients:
- Providing advice to the professional trustees of a complex, high value trust with assets worth circa £16million and dealing with the administration of the trust.
- Drafting bespoke Wills and Letter of Wishes for individuals wishing to support and protect their disabled child after their deaths, including advice about the appropriateness of different trust arrangements for their particular circumstances.
- Administering an estate of approximately £1.5million to charitable residuary beneficiaries.
- Administering the affairs of an elderly and vulnerable lady, supporting her move to an appropriate care home, instructing an appropriate financial advisor to ensure her finances supported her care needs and lifestyle, arranging the sale of her property, as well as providing emotional support during regular visits.
- Building a rapport with a young woman with learning difficulties to allow a relaxed and detailed discussion regarding Lasting Powers of Attorney and a Will, ensuring instructions were taken from the client in a setting where she felt comfortable.