Overview
I joined Michelmores in February 2026 as a Paralegal in the Tax, Trusts, and Succession team after graduating from the University of Sussex with an LLB Law degree. Based in Exeter, I collaborate closely with colleagues to ensure clients receive a seamless experience and exceptional legal advice.
My role primarily involves supporting solicitors with estate planning and estate administration. This includes assisting with the preparation of Wills, Lasting Powers of Attorney and trust documentation, as well as supporting the administration of estates by liaising with financial institutions, asset and liability providers, beneficiaries and other third parties. I also assist with the preparation of Inheritance Tax accounts and other documentation required throughout the estate administration process.
I work on a variety of estates, including high-net-worth and complex estates, and have experience acting in matters involving charity beneficiaries. My role allows me to be involved in matters from the initial stages of estate planning through to the administration and distribution of an estate.
I am an aspiring solicitor and am committed to continuing to develop my career. Working as a Paralegal enables me to build on my practical experience, develop my technical knowledge and learn from the expertise of colleagues within the Tax, Trusts and Succession team.
Prior to joining Michelmores, I worked as a Paralegal at a high street law firm in Somerset. During my time at university, I also volunteered with a family law pro bono clinic. These experiences provided me with a broad foundation in client care and legal practice, which I continue to build upon in my role at Michelmores.
Recent experience
Supporting senior colleagues with the preparation of Wills, Lasting Powers of Attorney and trust documentation, including preparing draft documentation and assisting with amendments to ensure clients’ wishes and estate-planning objectives are accurately reflected.
Assisting with the administration of high-net-worth and complex estates, including corresponding with banks, investment providers and other institutions to identify, value and collect in estate assets, as well as establishing and dealing with outstanding liabilities.
Preparing Inheritance Tax accounts and supporting documentation, including gathering and reviewing information relating to the deceased’s assets, liabilities, lifetime gifts and other relevant matters required as part of the estate administration process.
Acting on behalf of charity beneficiaries during estate administrations, including corresponding with executors and other professional advisers, reviewing estate information and keeping charity beneficiaries informed of the progress of the administration and their entitlement.
Supporting senior colleagues during face-to-face client meetings in relation to Wills, Lasting Powers of Attorney and estate-planning matters, including preparing detailed and accurate attendance notes and assisting with subsequent correspondence and follow-up action
