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Paralegal

Sophie Palk

“There are many topics that people find difficult to talk about, including Wills and Probate. I aim to make the entire process as easy as possible by being friendly, approachable and making clients feel as comfortable as possible.””

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Sophie is as paralegal in our Exeter based Wealth Management team working closely with Gráinne Staunton.

Having previously graduated in psychology, she discovered her true passion for law after joining Tozers in 2019. Sophie specialises in estate administration and the preparation of Wills. She makes her clients feel at ease by ensuring the process is as simple as possible, getting to know all her clients by taking the time to listen to their individual needs, and utilising her knowledge and skills to ensure exceptional client experience. Sophie is pragmatic in her approach in guiding her clients through, what can be, difficult topics to discuss.

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Discretionary Trusts in Wills

Posted on 29th January 2021 in Probate & Wills

Choosing the beneficiaries in your Will, or the amounts that each beneficiary receives, can sometimes be a daunting task. Especially when you consider that you are likely to be making your Will many years before you pass away and you cannot always tell how much your family will grow and change over the coming years.

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Sophie Palk

Paralegal