APT Legal Weekly Wins – Your Next Instalment

This week at APT Legal

It has been another busy and rewarding week at APT Legal with the team supporting clients, making progress on projects and celebrating personal milestones.

Carrie started playing paddle with a few business contacts. This has been a great way to unwind at the end of the day while catching up with other local business owners. She also had a very productive meeting with Tom Stansfield to focus on marketing, business development and growth planning for APT Legal, particularly with the demand for our services. On the client side, Carrie helped a couple to update their Wills after their previous provider refused to do a home visit and would only take instructions over the phone, despite the husband being deaf. We were pleased to make the process personal and straightforward for them.

Deb supported a client with practical advice on getting her husband home from hospital and finding the right mobility aids. She also released the first details of her big charity challenge planned for later this year. In addition, Deb helped clients who needed to exclude specific individuals from their Wills, ensuring their wishes were recorded clearly and legally.

Jodie kept the admin running smoothly for Lindsey while Lisa was on holiday, all while seeing clients. She managed to book in five clients with ongoing files for signing and also completed her Will Writing exam, now waiting for the results.

The APT Legal team continues to deliver excellent client care and practical support while working on new initiatives to strengthen the business. We look forward to another productive week ahead.

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