Sarah Mochan is now an accredited member of the SFE

We are pleased to announce that Sarah Mochan, has been accepted by the SFE (Solicitors for the Elderly) as a fully accredited member.

Sarah joined the firm in 2013 and has recently been appointed as a director and head of our Private Client (Wills & Probate) department.

Throughout her career as a solicitor, Sarah has specialised in all aspects of private client work, with particular emphasis on Wills and Inheritance Tax planning and the administration of estates, including complex and high value cases.

Sarah Mochan

The SFE (Solicitors for the Elderly)

The SFE (Solicitors for the Elderly) is an independent, national organisation of over 1,500 lawyers, such as solicitors, barristers, and chartered legal executives, who provide specialist legal advice for older and vulnerable people, their families and carers.

The main areas of law members cover are:

• Powers of Attorney
• Making a Will
• Living Wills
• Tax planning
• Asset preservation
• Trusts
• Probate
• Paying for care
• Will disputes
• Court of Protection

In order to be a fully accredited member, lawyers must have a minimum of three years’ experience advising in areas of older client law and have completed the Older Client Care in Practice Award – a qualification which demonstrates the specialist client care skills that enable lawyers to advise and support older and vulnerable clients.

Members like Sarah are also required to continuously update their knowledge with training and produce an annual statement of competence, which ensures they maintain their expertise.

Clients of SFE members can also be reassured by the SFE code of practice and safety of redress through the members’ regulatory bodies, should something go wrong.

For more information about SFE please visit www.sfe.legal

SFE

10 reasons to use an SFE accredited lawyer

The decisions and plans you make now will have a huge impact on your later life. Getting them right is essential.

An SFE accredited lawyer is an expert in older client law and will ensure you get the best possible legal advice for your future.

SFE members:

1. Know their stuff
SFE members are qualified solicitors, barristers and legal executives who specialise in advising older and vulnerable people and their families and carers.

2. Have years of experience
SFE lawyers have substantial experience built up over many years of focussing on this area of law.

3. Are independently accredited
SFE lawyers have all undertaken additional specialist training in older client law to qualify for the Older Client Care in Practice Award, which is independently accredited.

4. Follow a strict code of conduct
SFE lawyers understand the issues affecting older and vulnerable clients and follow a strict code of practice that has respect and dignity at its heart.

5. Speak in a language you understand
There is so much jargon in the legal profession. SFE lawyers communicate in clear straightforward language to make sure you understand everything you’re signing.

6. Are part of a community of experts
SFE lawyers have a community of more than 1,500 members to draw on, so no matter how complex or sensitive your case, you will receive the best possible legal advice.

7. Safeguard your interests
An SFE lawyer is committed to providing affordable, high quality legal advice, and will ensure any decisions are your own.

8. Understand the bigger picture
SFE lawyers understand the wider, and often sensitive, issues around health, care and family that might affect your plans for later life.

9. Offer the best possible care and support
SFE lawyers care. They go above and beyond to provide support that is tailored to your needs and individual circumstances.

10. Get you the best possible outcome
Ultimately, choosing an SFE lawyer means you’ll be guided through this complex and sensitive area of law and will enable you to lay solid foundations to protect you and your loved ones

WIQS

Wallace Robinson & Morgan were also one of the first 20 firms in the country to gain the Law Society’s Wills and Inheritance Quality Scheme (WIQS) accreditation in February 2014 and have maintained this accreditation each year since then.

This shows that Sarah and her team of accredited private client solicitors follow best practice procedures to meet the highest standards of technical expertise and client service in providing tailored Wills and Probate advice to their clients.

Contact

Sarah and her team of wills and probate solicitors will give you a first-rate service covering all aspects of Will drafting, administration of estates, trusts, lasting powers of attorney and other private client legal matters. They have significant expertise in dealing with all elderly client issues.

For further information please contact Sarah Mochan or one of her team of expert solicitors at our Solihull office on 0121 705 7571 or enquiries@wallacerobinson.co.uk

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This article is for general information purposes only. It does not constitute technical, financial, legal advice or any other type of professional advice and is no substitute for specific advice based on your individual circumstances. We do not accept responsibility or liability for any actions taken based on the information in this article. For more information, please click here.