Emma Wallbank

Chartered Legal Executive, Private Client

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. She 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. Emma spends 100% of her working time dealing with Private Client matters.

Clients praise Emma on her empathetic approach and her ability to explain legal matters in a clear and easy to understand non-legal language. Emma is based out of our Warwick office.


Professional Associations and Memberships:

Society of Trust & Estate Practitioners (STEP)