It’s been a busy and rewarding week at APT Legal, with the team continuing to support clients with care, compassion and a touch of good humour.
Carrie’s Week
Carrie celebrated some brilliant wins for Tom, including helping a widow secure Probate so she could access her late husband’s savings. She also collaborated with an IFA to ensure a client was managing her late husband’s estate in the most beneficial way for her family. Carrie also made time to pop along to Lincoln Business Club, catching up with familiar faces and making some new connections.
Jodie’s Week
Jodie made a real difference to an elderly deaf lady who recently lost her husband and is now starting the process of setting up Powers of Attorney, so her children can help her going forward. She also supported Lisa with emails and office admin, keeping everything ticking over while Lindsey was off.
Lindsey’s Week
Lindsey came back from a well-deserved few days off over the bank holiday with family and made sure all the end-of-month accounting was up to date. She wasted no time catching up with the team and even managed to have Probate forms ready and sent off within a week of initial contact with a client, efficiency at its finest.
Deb’s Week
Deb took part in the Forces Equine Games, proudly sponsoring the Coppers vs Custodians team competition (well done to the Coppers on their win!). She handed out some APT Legal rosettes and enjoyed being part of the action. Back at work, she helped an elderly Dutch lady and her family put their Wills in place ahead of their sentimental trip to Holland this weekend. She’s now on the road herself, writing in from a service station just over the Scottish border, en route to Oban to help her son and his family move into their first flat.
Lisa’s Week
Lisa helped keep things running smoothly while Lindsey was away, which gave her a real boost of confidence. She picked up some extra knowledge from Jodie while working together and kept things light-hearted by (accidentally?) making Carrie a terrible cup of coffee, perhaps a sneaky strategy to get out of coffee duty in the future! ☕🤣
As always, we’re proud of the whole team for the support they provide to clients and to each other. Here’s to another week of making a difference.
