Client Experience / 2 min read
Before your first meeting: a short, useful brief.
Put your questions, priorities and preferred next step into one clear outline.
Read the insightMeet Ellie-Marie
Keeping personal matters organised.
Ellie is a Paralegal supporting our Private Client team.
Ellie supports private client files with drafting, correspondence and administrative progression.
Her work spans wills, trusts, probate and later life care related matters.
- Role
- Paralegal, Private Client
- Team
- Paralegals
- Practice focus
- Private Client / Client Experience
Areas of focus
What you can discuss.
- 01Wills and trusts file support
- 02Probate correspondence
- 03Later life planning documents
Working with Ellie-Marie
Give the conversation a clear starting point.
Ellie-Marie supports Private Client files with drafting, correspondence and administration. Outline the relevant matter and the documents or next steps you would like to discuss.
Start your enquiry to Ellie-MarieNews & insights / Private Client
A little more
perspective.
Selected reading relevant to Ellie-Marie's role and areas of work.
Explore all insights
Client Experience / 2 min read
A clearer update begins with a focused question.
Make it easy for the team to connect your message to the information you need.
Read the insight
Private Client / 2 min read
Your personal plans. A useful place to start.
Gather the priorities, people and existing arrangements you want to discuss with the Private Client team.
Read the insightConnected expertise
