Senior Estate Succession Planner
Current- Setting up of Wills and Trust services for clients.- Assisting in managing a team of Estate Planners.- Assisted in Trust set up for Trust Champion 2022- Assisted in Trust set up for Trust Champion 2021- Assisted in Trust set up for Trust Champion 2020- Assisted in Trust set up for Trust Champion 2019- Assisted in Trust set up for Trust Champion 2018- Assisted in Trust set up for Trust Champion 2017- Assisted in Trust set up for Trust Champion 2016- Assisted in Trust set up for Trust Champion 2015- Assisted in Trust set up for Trust Champion 2014