Charlotte Smith

Paralegal

T 01635 917474

M 07388 944 809

E charlottesmith@coffinmew.co.uk

Memberships

  • CILEx
  • Junior Law Division
  • Dementia Friends
Charlotte_Smith

Memberships

  • CILEx
  • Junior Law Division
  • Dementia Friends

What's your role?

I am a Trainee Legal Executive in the Wills, Trusts & Probate team.

I meet with clients on a variety of matters that fall within the remit of ‘Private Client.’ A large number of my clients are those needing advice concerning Wills and potential tax planning– one of my favourite parts of my job is getting to know my clients, gaining an understanding of their personal situation and giving them the best advice accordingly. No two sets of circumstances are the same, which means I am constantly challenged to ensure my clients’ wishes are met and they and their beneficiaries are protected.

Many of my Wills clients also become Lasting Power of Attorney clients – I passionately believe that these documents are as important as Wills and are widely under-utilised. I assist by taking instructions, drafting the documents and overseeing their registration.

I also meet with clients to obtain Probate and administer estates after death. Again, the range of people I interact with on such matters is huge and I enjoy the variety very much. It is immensely satisfying to know that I have been able to help individuals through difficult times by making what can be a complicated and difficult administrative process as simple and straight-forward as possible. This includes dealing with property elements of estate administration; my most recent studies have been in relation to residential conveyancing which means that clients are able to receive an all-encompassing service with more continuity.

Your experience

Since graduating from my university law degree, I have worked within the Private Client team at Coffin Mew. Starting as a paralegal, I have continued studying in my free time and am an Associate Member of the Chartered Institute of Legal Executives.

The Head of Wills, Trusts & Probate is Annabelle Vaughan.