I commenced my career in another Burton firm as a Legal Secretary in 2005. Shortly after I developed an increasing interest in the law and decided to progress my career by studying to become a Chartered Legal Executive through the CILEx route. I became a Graduate of CILEx in 2011 and joined Smith Partnership in January 2013 as a Trainee Legal Executive in the Wills and Inheritance department. I qualified as a Chartered Legal Executive in 2014 (also known as a Fellow of the Chartered Institute of Legal Executives).
My main area of work is Will writing, administering estates, Court of Protection, the preparation of Powers of Attorney and all areas concerning elderly clients. I advise clients on tax planning issues and asset protection (in particular regarding care homes) together with the transferral and/or severance of property. I prepare Powers of Attorney to deal with a range of different matters from the sale of property or accessing bank accounts for the elderly to the more complex Lasting Powers of Attorney. My work also involves registering Lasting Powers of Attorney and Enduring Powers of Attorney with the Office of the Public Guardian if a person is becoming mentally incapable of dealing with their own affairs. My Will writing skills often deal with issues such as life interests and discretionary trusts benefiting disabled persons and minors.
I enjoy keeping fit and go to the gym on a regular basis. I live in Swadlincote with my husband, son and our cat (Floyd) and dog (Cassie). I enjoy taking Cassie for long walks, or should I say, she takes me for long walks. I also enjoy shopping and love to watch a good film.
Sarah at a glance
2011: Became a member of CILEx
2013: Joined Smith Partnership as legal clerk
2014: Qualified as a Chartered Legal Executive
2017: Moved to the Swadlincote office