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LPA – Case Study
Mrs Smith is widowed with two adult children, William and Claire.
I began studying with the Chartered Institute of Legal Executives in September 2014 and subsequently began working as an Office Assistant for a local firm of solicitors in October 2014. I was promoted to the a Paralegal to work in their Dispute Resolution and Family departments in early 2015. I joined Whitehead Monckton in July 2016 in the Tax and Estate Planning department at the Maidstone office, where I undertook my training before qualifying as a Fellow of the Chartered Legal Executives with Distinction in June 2020.
I have expertise in:
What my clients say:
“Thank you so much Sam. You have done a great job for us and we thank you so much for your professionalism and warmth. You have made something that should have been tough to deal with, easy and simple.”
“You are a lovely kind unique young man and I wish you continued success in your career. I will be in touch in the near future if I find I need to get probate and if not to update my Will and Powers of Attorney.”
“I want to thank you again for the way you conducted the meeting last Friday with my family. You explained matters clearly so there was no misunderstanding, you were professional and I felt fully supported by you throughout so thank you again, as you know I was very apprehensive.”
“Sam was polite, courteous and efficient throughout and have recommended and will continue to when speaking to people who may need services offered by your company and Sam in particular.”
“In my opinion the advice and service which you provided was faultless.”
“I would like to thank you for your time and patience in dealing with us. You made us feel very relaxed and comfortable in our discussions, and were very diligent in going through everything in such detail, you really helped us tremendously in matters which were causing us some concern and confusion.”
"We found your company very helpful & informative and was excellent in helping and advising us & keeping us informed of progress."
When out of the office:
I enjoy spending time with my family and keeping fit. I recently hung up my boots playing football but still enjoy getting down the gym. I am also a lifelong Arsenal fan and enjoy following them home and away, although this has been somewhat hindered, arguably for the better, following the birth of my son.
Support Team:
Mrs Smith is widowed with two adult children, William and Claire.
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