Keri Wood Joins Solicitors for the Elderly

Keri Wood Joins Solicitors for the Elderly

We are delighted to announce that Chartered Legal Executive Keri Wood has recently become an Associate Member of Solicitors for the Elderly (SFE).

Keri became a member after successfully passing the OCCP (Older Client Care Practice) Award, with a fantastic score of 88% (the pass mark was 70%).

Keri, who works in our Wills, Trusts & Probate Team, passed her final exam in January 2017, having studied for it whilst on maternity leave.

SFE is an independent, national organisation of lawyers, who provide specialist legal advice specifically for older and vulnerable people, their families and carers.

The aim of this national association is to improve the knowledge and service provided on legal issues including, tax planning, wills, enduring and lasting powers of attorney, long-term social and health care and other retirement issues.

Keri works for, and comes into contact with, many older and more vulnerable clients daily, all of which counts towards SFE's membership. Keri must also follow the Solicitors for the Elderly Code of Practice.

Keri specialises in the preparation of Wills, Lasting Powers of Attorney, registration of Enduring Powers of Attorney, Court of Protection applications and the administration of taxable and non-taxable estates (in accordance with the terms of a Will or under the rules of Intestacy), as well as day to day Trust administration.

Keri was pleased to have been accepted as a member and added, "I am thrilled that my hard work has paid off. I particularly enjoy working with elderly clients and we often help give them peace of mind knowing they have got their affairs in order, which I find hugely rewarding".

Keri joins department head Michelle Gavin who is already a fully accredited member. Michelle also sits on the committee of the Birmingham Branch of SFE.