Changes are constantly taking place within the legal profession at the moment to ease the situation for people wanting to get provision such as Wills and Lasting Powers of Attorney in place. We are now able to take instructions via video software such as Zoom and FaceTime and are being quite creative in how we can ensure clients are able to sign and witness their documents without invalidating them.
For the most up to date information on the current situation please check out my Facebook page.
ABOUT JAN COOK
In 2012, after leaving a long-standing and successful career as a manager in further education in County Durham, Jan took the opportunity to re-train and qualify as an estate planner. She successfully completed a programme of accreditation and examinations, and she is supported by a team of STEP qualified practitioners at Countrywide Tax and Trust Corporation Ltd enabling her to advise clients on the best possible planning to satisfy their individual needs. This is generally through putting in place Wills, Trusts and Lasting Powers of Attorney and for business clients can also include plans to ensure Business Protection.
Through researching and organising her own estate planning Jan became acutely aware as to just how many people do not have appropriate plans in place, even in the form of a simple Will, and she is passionate about raising awareness of the importance of full and effective estate planning. To this end she regularly speaks to community groups and offers talks to employers who are mindful of corporate responsibility and keen to provide their staff with a programme of support towards health and well-being.
"I love giving clients’ peace of mind from knowing that they have the best estate planning in place to protect their assets for the future and to guarantee their wishes will be followed".
Jan also works collaboratively with a number of other professional service sector providers, eg Accountants, Estate Agents, Mortgage Brokers, Financial Advisers, assisting them in enhancing the range of services they are able to offer their own clients through adding Legal Services to their brand. These have particular emphasis on estate planning services ie Wills, Trusts, Lasting Powers of Attorney and for clients of Accountancy practices in particular, Business Protection.
"I’m here to support you through the legal process in a relaxed and friendly environment, whether that be within your own home or via an office appointment. Ultimately we will achieve peace of mind for yourself and your family".