Top 6 qualities your legal advisor should possess

Top 6 qualities your legal advisor should possess

Before we discuss the top 6 qualities your legal advisor should possess, we thought we'd advise you that we are offering free review clinics for new and existing clients on Monday 3rd December, Wednesday 5th December and Friday 7th December between 10am – 1pm in our North Hill office. Please call our new client enquiry coordinators on 01752 292288 to book your appointment or turn up on the day to meet with a member of the Wills and Probate Team.

What should you be looking for in your new Wills and Probate legal advisor…

We know that it can be difficult finding a new legal advisor, and one you trust, if the solicitor who has acted for you, and/or your family, for many years, retires or ceases trading. Equally, it can be very overwhelming choosing a lawyer if you have never had a need to instruct one before.

We thought it would be helpful to set out the service which Wolferstans’ Wills and Probate Team offer all clients, whether new or existing:-

  • Personalised advice - we listen to our clients’ circumstances, give them sound advice and different options to consider. All documents which we prepare are tailored to the clients’ individual instructions.
  • Communication – we usually meet with our clients face to face on at least one occasion and keep in regular contact with them during the legal process. We use straight forward language and communicate clearly and effectively.
  • Experience and technical ability - we are proud to have solicitors in the team who are members of Society for Trust and Estate Practitioners (STEP) and Solicitors for the Elderly (SFE). Wolferstans are accredited under the Law Society’s Wills and Inheritance Quality Scheme. There are members of the Wills and Probate Team who have received specialist training to be able to advise clients who are bereaved, as well as assist clients who have been diagnosed with dementia. We have been practising in Wills, Trusts and Probate for over 200 years!
  • Regular reviews - we write to clients every two years offering free Will reviews - we appreciate that clients’ circumstances can change and that there may be changes in the law that need to be brought to their attention.
  • Storage of documents – we store clients’ Wills, Powers of Attorney and Property Deeds free of charge. We feel that you should not be paying for this service and are confident that documents will be stored safely and securely until such a time as they might be required. We also offer our clients the option to have their Will registered with the National Will Register; this is a service which offers peace of mind to many clients. We can help our new clients retrieve their documents and deeds from their previous solicitor. If the previous solicitor is no longer trading, then we can try and help locate the important paperwork and documents.
  • Accessibility - we have three offices in Plymouth, Plympton and Plymstock. If it is not convenient, or possible, for you to come to us then we are always happy to come to you.

    Get in touch to discuss how we can help you.

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