Ensuring our clients final wishes were carried out

Existing clients of the firm introduced us to an elderly widow who had no living relatives. Making sure her bills were paid and finances handled properly was her key concern.

“I need someone I can trust to make sure my finances are administered properly – I want to be reassured that all my bills are taken care of as they should be.”

How we helped

Whilst the client’s affairs were relatively straightforward, her Estate was quite substantial. Although she was mentally sharp, she was starting to struggle physically and she appointed one of our Solicitors as her Attorney under a Lasting Power of Attorney for Property & Financial Affairs. Her primary concern was to ensure that her significant monthly care costs could be met and her bills paid. Her affairs were reviewed and a strategy to ensure her best interests were maintained was devised.

The client also appointed our Solicitor as her Executor, so when she died we dealt with every aspect of her Estate, including arranging the funeral and ensuring that she was buried with her late husband.

The outcome

We assisted the client when she was most vulnerable, during the last stages of her life, to help ensure that this was as comfortable and stress free as possible. Her Estate was wound up and her wishes carried out, with two charities significantly benefiting under the terms of her Will.