I was looking for an apprenticeship and was offered a role with David Allen in 2018.
In my day to day role I arrange Wills and Lasting Power of Attorney documents, I contact clients for further information and arrange their meetings. I also work within the probate department to arrange Inheritance Tax Forms and estate accounts.
I have a Level 3 Business Apprenticeship Diploma; I am trained in Microsoft packages and I am currently completing STEP exams and a ‘Will Writing in Practice’ course to become a regulated Will Writer.
Every clients story and needs are different, it is nice being able to guide people through such a sensitive subject and knowing that their estate is now secure.