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3 July 2020

Lockdown Diaries: Wills, trusts, and tax – a ‘new normal’

Our private client team has had to adapt to a new way of working during the coronavirus pandemic to ensure that we are able to fulfil client expectations and complete the work within the law society regulations.

Head of our Wills, Trust and Tax team Karen Bacon tells us how the ‘new normal’ is working for her and her clients, particularly those that are still shielding. Face to face meetings are a big part of forming relationships for a private client solicitor. As a solicitor, you want to be able to project confidence and strength for clients who are dealing with difficult times in their lives.

Wills, trusts, and tax – a ‘new normal’

With the easing of the Covid-19 restrictions, many clients are looking forward to being to able to see their lawyers “as normal”, face to face.  Whilst we are now able to see clients at our office, subject to distancing rules, while using hand sanitisers and face coverings (the “new normal”!) some clients, particularly those who have been shielding, remain concerned at the prospect of venturing out.  Fear not, we are getting used to thinking on our feet and will continue to accommodate our clients however they prefer to interact with us.

Keeping our clients safe is our number one priority. I recently took instructions from a lady who has not been out of her house since before lockdown, but as it happens, she lives on one of my dog-walking routes.  As previously agreed, I telephoned her as I entered her road on one of my evening walks, she then put the documents I needed, along with her ID, on her front step.  While she watched through the window, I sanitised my hands, photographed her ID and posted it through her door, and collected the documents.  I will be back again to collect our signed Client Care documents in a few days, dog in tow – or dog towing me!

Karen Bacon | Wills, Probate & Tax | Chartered Legal Executive | Principal | Diss | Steeles Law

Adapting to the ‘new normal’

We are delighted to announce that we have opened our Diss office to the “new normal” and offering pre-booked face to face appointments. If you would like to make an appointment to speak to a member of our Wills, Trust and Probate team or have another legal query that Steeles Law can assist with, please call 01379 652141 or email info@steeleslaw.co.uk.

Coronavirus resources

Our Private Client team has been sharing practical tips, legal updates and industry insights related to the Wills, Trusts and Probate sector. See the news page links below for more information:

Q&A: Making a Will in a Pandemic

The Coronavirus Act 2020 – Impact on registration of deaths

Private client and Grants of Probate update

Coronavirus: Wills and Probate frequently asked questions

Coronavirus: Practical Tips for Making a Will

To read our previous Lawyer Lockdown Diaries please use the links below:

8 June 2020 – Lockdown Diaries: personal development and a new way of working

12 June 2020 – Lockdown Diaries: Thoughts from the view of a Family Law Solicitor

25 June 2020 – Lockdown Diaries: Qualifying as a Solicitor during lockdown.

*The information provided in this article is designed to provide useful information on the subject, not to provide specific legal advice.

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