APT Legal: Weekly Wins

This week at APT Legal

It’s been another productive and meaningful week at APT Legal. The team have been busy supporting clients, building connections, and keeping things running smoothly in the office and beyond.

Carrie’s Week
Carrie attended a social networking event with our accountant and made some brilliant new connections. She also had a promising one-to-one with a new IFA who is keen to work with us in the future. Back at her desk, Carrie redrafted Wills for clients whose previous documents were overly complicated and had led to an unexpected tax bill. Clearer, simpler Wills will now help them plan with far more confidence.

Deb’s Week
Deb supported a young couple by helping them put Business Powers of Attorney in place, giving them legal protection in case of illness or incapacity. She then visited one of their parents, who had recently remarried and only just realised their Wills were no longer valid. To round off the week, Deb enjoyed a quick coffee with her daughter while she waited for new tyres. Keeping her safe is always a priority, and it’s good to know she and her wife already have their Wills in place.

Lindsey’s Week
Lindsey made sure all her work was up to date before taking a day off to attend a funeral. She spent time supporting clients by answering telephone queries and also kept diaries filled by booking in new appointments. A steady and reliable presence, as always.

Lisa’s Week
Lisa helped prepare paperwork for Carrie and Jodie’s appointments, ensured invoices were up to date, and kept the office running smoothly while Jodie and Lindsey were away. Her calm efficiency and willingness to step up behind the scenes helped everything stay on track.

Once again, the whole team have shown their commitment to clients and to one another. We’re proud of the work they do and the difference they continue to make.

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