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Allison Newton

I have been a client of David Allen since 2007.  Steve Balmer is my financial adviser and looks after all of my financial affairs.  After my father died I immediately turned to the David Allen team for advice on obtaining probate for his estate.  Trudi Dickinson had previously wrote my Will and I trusted her expertise and experience, so I gave her a call and immediately she removed the worry and burden from me and put me at ease.

As is often the case following a family bereavement the beneficiaries weren’t all on mutual terms, Trudi acted as the neutral party with the independent voice, liaising with everyone as needed to keep us up to date throughout the process.

I was surprised at the sheer amount of paperwork involved, but thankfully Trudi took care of all of that.  She notified all of the parties concerned, obtained valuations of all assets owned, settled debts and paid any outstanding bills as well as applying for the Grant of Probate and registering this with the relevant organisations.

As part of the probate procedure we encountered delays with other providers acting on instruction to close my late father’s accounts and forward on the funds.  Trudi was a god send throughout, proactively contacting the providers to resolve any delays.

The whole process was completed so efficiently and I am so grateful to Trudi for dealing with my father’s estate, removing the hassle and stress from me, at what was a very sad and traumatic time.  She literally took care of everything, giving me complete peace of mind and made sure that all of my father’s wishes were fulfilled.

Allison Newton