Later Life Planning, Probate and Wills, Safeguarding Vulnerable Clients

Sue is a Partner and Chartered Legal Executive in the Wealth Management team. She is hugely experienced in dealing with estates of all forms and masterful at helping Executors and Administrators navigate the complexities of the probate process.

As a skilled probate lawyer and lead partner for the firm’s Probate & Estate Administration sub-team, her aim is to remove some of the burden at an already difficult time. She does this by taking clients through the practicalities as simply and efficiently as possible, whether the estate is straightforward or complex, contains a variety of assets or involves assets held in other countries.

Her friendly and pragmatic advice has made her the go-to contact for many generations of families.

Sue is also highly experienced across the full spectrum of wealth management matters, working with clients on the careful writing of a Will as well as advising on powers of attorney and a wide range of deeds and documents.

As part of the Wealth Management team at Tozers, Sue heads up the probate sub team dealing with later life planning and wills and probate. Outside the office Sue is a trustee of the Alice Cross Community Centre. Sue is also recognised in the 2023 Legal 500 directory as a key lawyer in the tier 4 ranked Personal Tax, Trusts and probate team.

Alongside this, Sue is a Director of Tozers Trust Corporation Limited, through which Tozers acts as Executor, Deputy and Attorney.

English