At APT Legal, we believe that success is built on teamwork. Each week, we take time to celebrate the achievements of our colleagues, whether that is supporting clients, developing skills, or keeping the office running smoothly. Here are this week’s highlights from across the team.
Carrie’s Wins
- Reassured a client who had recently lost her husband by providing clear advice without using confusing jargon.
- Finally brought three business partners together to make sure they all have Wills and LPAs in place to cover both business and personal assets.
- Secured clearance from HMRC on a complex inheritance tax probate matter, helping the estate move forward smoothly.
Lindsey’s Wins
- Helped keep the office running seamlessly while Carrie was away.
- Sent out three-year review letters to clients, reminding them to check whether their Wills need updating.
- Supported Megan by showing her how things are done in the office and role playing client appointments so she could practise taking instructions.
Meg’s Wins
- Created a social media plan and started preparing posts.
- Answered the office phone with confidence, offering advice on next steps, booking appointments, and handling more client emails.
- Shadowed Carrie on Will appointments and practised taking instructions, building confidence to run her own meetings soon.
Deb’s Wins
- Booked the venue and prepared the project plan for Grantham’s Big Town Quiz.
- Helped a couple confirm they did not need to redo their LPAs, saving them time and costs.
- Chased clients who had completed their Wills but not yet signed or witnessed them, ensuring they are properly protected.
Lisa’s Wins
- Supported the office by making appointments and working with Lindsey to keep things running smoothly while Carrie was away.
- Helped Megan settle into her new role by showing her daily tasks and processes.
- Continued to provide reliable support for both clients and the wider team.
A Team Effort Worth Celebrating
This week has shown how much we can achieve when we work together. From client care and social media planning to event organisation and office management, the APT Legal team continues to make a real difference for clients and colleagues alike.
If you would like advice on Wills, LPAs, or probate, our friendly team is here to help.
