Rosemary Drew

Associate Chartered Legal Executive

Wills, Trusts & Probate

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“Highly skilled in listening to clients, understanding them first and foremost and then being practical in the approach and advice”

WTP – Legal 500 UK 2020

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“The team at Ellis Jones has a fantastic knowledge of their subject and a real empathy for clients, I would always recommend them”

Legal 500 UK 2020

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“I thank you for your exemplary work and efficiency in getting this done.”

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“Professional, straight forward and humane help throughout.”

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“So pleased we involved yourself & your company in this respect. You’ve made us think about this in ways that we would not have if we’d just drawn up our own Wills.”

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My Approach

To provide valuable advice to clients after fully considering their wishes and circumstances. I strive to act in an efficient and professional manner whilst maintaining a friendly outlook.

Area of Expertise

• Wills
• Estate Administration
• Lasting Powers of Attorney
• Trust administration, to include setting up and winding up trusts
• Declarations of Trusts

Recent Work

• Drafting bespoke Wills
• Advising executors on all aspects of estate administration
• Administering trusts, to include dealing with tax reporting and advising trustees on their duties
• Drafting and registering Lasting Powers of Attorney
• Drafting Declarations of Trust
• Setting up Personal Injury Trusts
• Assisting experienced fee earners with complex Will drafting for high net worth clients
• Assisting with complex trust and estate administration

Professional Associations & Qualifications

• Qualified as a Chartered Legal Executive on 12 May 2020
• Fellow of the Chartered Institute of Legal Executives
• LLB (Hons) Law Degree from University of Westminster

My Approach

To provide valuable advice to clients after fully considering their wishes and circumstances. I strive to act in an efficient and professional manner whilst maintaining a friendly outlook.

Area of Expertise

• Wills
• Estate Administration
• Lasting Powers of Attorney
• Trust administration, to include setting up and winding up trusts
• Declarations of Trusts

Recent Work

• Drafting bespoke Wills
• Advising executors on all aspects of estate administration
• Administering trusts, to include dealing with tax reporting and advising trustees on their duties
• Drafting and registering Lasting Powers of Attorney
• Drafting Declarations of Trust
• Setting up Personal Injury Trusts
• Assisting experienced fee earners with complex Will drafting for high net worth clients
• Assisting with complex trust and estate administration

Professional Associations & Qualifications

• Qualified as a Chartered Legal Executive on 12 May 2020
• Fellow of the Chartered Institute of Legal Executives
• LLB (Hons) Law Degree from University of Westminster

Awards

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