Emma Wallbank

Chartered Legal Executive, Private Client

Tel: 024 7653 1532

Email: Emma.Wallbank@bttj.staging.image-plus.co.uk

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Areas of practice

When Someone Dies

Lasting Power of Attorney

Wills

Emma was admitted as a Fellow of the Institute of Chartered Legal Executives in 2009. Prior to that Emma completed her training at a large commercial law firm in Leamington Spa and has since gained her experience at other law firms across the Midlands. Emma has specialised in Private Client matters since 2002.

Emma is also a fully qualified member of the Society of Trust & Estate Practitioners (STEP) which is a specialist qualification for practitioners qualified and experienced in advising on inheritance and succession planning.

Emma advises on the preparing of Lasting Powers of Attorney, registration of powers of attorney and making applications to the Court of Protection for Deputyship Orders, once a person has lost capacity to manage their own affairs.

Emma can advise on inheritance tax planning and prepares a range of tailored Wills, to suit the individual’s wishes, ensuring that assets pass to their chosen beneficiaries.

Emma deals with the administration of individuals estates. She can act on behalf of private executors or on behalf of administrators on intestate estates, (when a person dies without having made a Will). She is experienced at making complex Grant applications to the Probate Registry, as well as Grant applications for clinical negligence matters. Emma deals with all aspects of estate administration from insolvent estates to multi-million pound estates, advising on inheritance tax, capital gains tax, gifts and exemptions. Emma particularly enjoys handling challenging estates, locating missing executors and beneficiaries. Emma also advises on post death variations such as Deeds of Appointment and Deeds of Variations where beneficiaries want to alter the provisions of a person’s Will.

Clients praise Emma on her empathetic approach and her ability to explain legal matters in a clear and easy to understand non-legal language.

Professional Associations and Memberships:

Society of Trust & Estate Practitioners (STEP)

"Mum and myself were more than happy with the way you have dealt with all the paperwork necessary following my dad's death."

"Nothing was ever too much trouble. Appointment times always kept to. All questions answered everytime one was asked."

"Full explanation given at start of process, so knew what to expect, followed by appreciated guidelines and service completed in a respectable timespan."

"We have used Brindley Twist Tafft & James Solicitors many times over the last 3 years. Firstly, for a hospital negligence claim and then on the passing of our father for probate. Recently, we have also made a will for our mother and also Power of Attorney. We have made many phone calls and had quite a few meetings, all culminating in a successful outcome for our family. Many thanks to Emma Wallbank."

"Emma took the pain of making a will away, gave expert advice and did things in a timely manner. She was friendly and very easy to deal with, thank you for your help Emma. Greatly appreciated"