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Estate Administration Case Studies

Wendy’s story

Wendy needed someone she could trust to take responsibility of all the estate administration work that needed to be done after the death of her ex-husband. She was worried about the impact of bereavement on her daughter, Katie, and simply didn’t have the knowledge or the time to undertake the work herself.

“I cannot thank my personal estate manager enough. You have made a very difficult and sad time much easier to cope with. Throughout the whole period of settling Martin’s affairs I could not have wished for more efficient and helpful support. No request was too much trouble and the service was always delivered with so much kindness and sensitivity. I was able to fully concentrate on Katie, which really helped us both. Thank you for everything”.

Greg’s story

Greg’s uncle had a very complex estate to administer. Greg and his wife simply didn’t know where to start. They approached us for advice and support.

“My uncle’s untimely death left us shaken and confused. To add to the difficulty of coming to terms with his passing we had the issue of dealing with the distance between us as we lived in the north and my uncle’s estate was in the south of the country.
It was overwhelming trying to work out how to manage his complex estate which included a recent equity release policy.

The moment we were put in touch with our personal estate manager the stress and worry disappeared. He dealt with all our queries very promptly and kept us fully informed, it was a huge relief to be able to see that everything was being dealt with very professionally. The service we received from you was beyond anything we could have managed on our own.

I cannot speak highly enough of your service and would recommend you without hesitation”.

Julie’s story

When Julie’s father passed away she needed professional help to deal with her father’s estate as there were some tight deadlines to meet. We were able to help take the pressure off Julie and deal with all the legal and financial matters efficiently.

“I was extremely impressed with the personal estate manager that was assigned to my case. I had regular telephone updates with her which helped immensely as I was very busy dealing with family at this difficult time. She was always very clear and easy to understand. There was no jargon and she was always happy to help me.

I was so impressed by her proactiveness, particularly when she realised that I needed to sell the house quickly. She treated me like an individual, rather than a client, which is really refreshing these days. I could not have been in safer hands”.


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