Annette Edmonds Email & Phone Number

Annette is a Legal Assistant in the Commercial Division specialising in the administration of high value trusts and investment portfolio administration. She began her employment at sjplaw in 1996. She has eighteen years of legal experience.Her advice centres around providing efficient management and administration of trusts to ensure the wealth of clients is protected. Her priority is to manage the expectations of trustees and beneficiaries in a professional and friendly manner to ensure their needs are met. Annette is an accurate, practical and astute assistant who delivers tangible benefits for her clients.Annette also has experience in Court of Protection work and looking after the financial affairs for the disabled and elderly including visiting those residing in a care home.ExpertiseAnnette has experience in assisting with trust administration, deputyships, lasting power of attorneys, administration of investment portfolios, Office of the Public Guardian and Court of Protection matters, personal tax affairs and property and financial affairs for elderly clients.Recent Matters• Ongoing high value trust matters and work in the above categories.• Complex administration of a large charitable trust including meeting requirements of the Charity Commission, running of a Bursary Scheme, and dealing with requests for funding.

Listed skills include Trusts, Legal Assistance, Legal Advice, Court Of Protection, and 4 others.