Supporting a Client Through Sensitive Life Changes

Background

A long-standing client needed to update their will and create a Lasting Power of Attorney (LPA) after separating from her husband due to ill health on both sides. As she was also moving into care, the situation was emotionally challenging, requiring both legal expertise and a high level of sensitivity.

Approach

We handled the matter with care, ensuring that the client felt supported and reassured throughout the process. Our team provided clear, practical advice on updating their will and LPA to reflect the new circumstances. We worked efficiently to meet their needs in a time-sensitive manner and referred them to other departments within Jacksons for additional support. Our responsiveness and empathetic approach ensured she had everything in place to make informed decisions about her future.

Outcome

With our guidance, the client successfully created a new will and LPA that aligned with her wishes. She felt reassured and supported throughout the process, allowing her to move forward with confidence during a difficult time.

Testimonial

“Rebecca has always demonstrated the utmost professionalism while showing patience, kindness, and compassion. She is an asset to Jacksons, and I am so grateful for all her help and support.”