Full-service Sussex law firm Mayo Wynne Baxter has launched a dedicated attorney affairs team to assist clients with managing their personal and financial affairs.
The newly-formed team is led by Tracy Rowden, a partner in the private client department who has more than 25 years’ experience. She is joined by chartered legal executive Angie Dodsworth, along with paralegals Kendall Sherwen and Hannah Tolley.
Together, they will oversee attorney affairs matters, including lasting power of attorney (LPA) applications where an individual’s capacity is in question.
Tracy said: 'We understand that managing someone else’s financial affairs can be overwhelming, particularly when dealing with complex legal and administrative processes. It can be difficult for individuals to navigate these responsibilities alone, especially during emotionally-challenging times.
'Our team is here to provide reassurance and practical assistance, ensuring individuals receive the support they need to manage financial and personal matters efficiently. We pride ourselves on our compassionate approach and take the time to understand our clients’ unique situations so we can tailor our services to their specific needs.'
The launch of the team comes amid increasing awareness of the need for proactive financial and legal planning.
However, according to a survey of more than 1,000 people, only 13% have formalised an LPA – despite its importance in protecting an individual’s financial and personal affairs should they become unable to make decisions for themselves.
This highlights a significant gap and with a growing number of individuals now recognising the need to safeguard their future, Mayo Wynne Baxter aims to bridge the gap between legal provisions and practical implementation.
The team will provide support in two key areas. The attorney affairs service is designed for individuals who have appointed the firm’s partners as their attorneys for property and financial matters under an LPA or an enduring power of attorney (EPA). This service includes managing financial correspondence, handling tax affairs, overseeing property maintenance and arranging care services where necessary.
The attorney assistance service offers guidance and support to lay attorneys who have been appointed under an LPA or EPA but may require professional assistance. This service is structured to meet different levels of need, from an initial guidance meeting to help clients get started, to a starter service that establishes necessary financial and legal structures, and a complete management option for those who require ongoing support.
Image caption (L-R): Hannah Tolley, Tracy Rowden and Kendall Sherwen
.tmb-mov69x69.jpg?sfvrsn=1d8709f4_1)
