Dawn Clarkson, an accountant in Leyburn has been granted a licence by the Institute of Chartered Accountants in England and Wales to provide probate and estate administration services.
Following the Ministry of Justice announcement that accountants would be granted the legal right to provide probate services two years ago, Dawn said she saw this as an opportunity to expand the services provided by the accountancy practice.
Having acted as an executor for a friend who had no family, Dawn became aware of the importance of making sure peoples’ wishes are met.
Following training and qualification in probate and estate administration, will writing and also qualifying as a family business advisor, Dawn was accredited and granted a license by the Institute of Chartered Accountants in England and Wales to provide Probate and Estate Administration services.
“We recently had a terminally ill client who only signed his will a week before his death,” she said.
“It’s surprising how many people don’t have a will. If you die without a will your wishes may not be carried out and your money may go to the crown.”
Trading as Wills and Estate Planning Ltd, Dawn is joined by Terry Newman, an accountant at the firm and Penn Shewring, legal services PA.