Lucy is a first year trainee at Rollits in York. Her current seat is in the private client department.
January 2019 - Throughout January I have become increasingly involved in a wider range of matters as my responsibility within the department continues to grow.
Once again this month I have drafted Wills, Lasting Powers of Attorney and various trust documents, including a Deed of Appointment to appoint the assets within an estate to the beneficiaries of a discretionary Will Trust. I have also been involved with numerous probate matters. Following a client meeting last week I have drafted the initial letters to the executors, banks, council and utility and pension providers. On another probate matter I have been involved in the process of realising the assets within the estate, liaising with stockbrokers to sell shares and other investments. In doing so I have gained experience with dealing with intermediaries
Last week I was able to join Emma Fawke on a home visit to an elderly client where I was a witness to the execution of her Will. We also took instructions for an LPA for health and welfare and property and financial affairs and it was good to experience this side of private client work.
I am looking forward to what my final month in the Private Capital department will bring!
December 2018 - With a festive buzz in the office and having taken some annual leave this month, December has flown by!
Once again I have had a busy month of drafting Wills, Lasting Powers of Attorney’s and trust Deeds. Each client and their circumstances is always so different which makes this area of law really interesting. I have also drafted a number of new documents this month which has included a Deed of Revocation to revoke an Enduring Power of Attorney. Moreover I have been heavily involved with a number of probate matters. A particularly interesting estate has been one with numerous investment properties which may end up an insolvent estate as this has meant I have had to liaise with creditors including mortgage lenders on many occasions.
Again I have attended a number of networking events this month which has included the Chamber of Commerce carol service and a York Professionals event named ‘the story of Christmas’ where I learnt how important the Christmas period is for the economy of York. I also attended a number of internal events including the ‘Rollits 2018 Conference’ where our managing partner looked back on the past year of the firm, as well as looking forward to the future. I look forward to what this year brings!
November 2018 - November has been a busy month in the Private Client department.
This month I have been able to further my skills by drafting more Wills, Trust Deeds and Letters of Wishes for both Wills and Lasting Powers of Attorney. I have also had the opportunity to undertake a wider range of tasks such as drafting Codicils, an Affidavit of Identity and Letters of Authority. I also completed Stock Transfer Forms to transfer shares from the trustees of a settlement to the entitled beneficiary. Last week I also drafted a Deed of Appointment and Indemnity to appoint trust property to the beneficiaries of a trust, and an accompanying Direction from the beneficiaries to direct the Trustees to sell the property on their behalf.
In early November I also attended Northumbria Careers Fair. It was great to give advice to students about applying for training contracts, and to speak to many who were interested in applying to Rollits. York Business Week also took place this month and I attended a workshop ‘Owning Your Own Career’ which provided insight into how to proactively manage your career development and take control of your career goals.
I’m looking forward to what December brings!
October 2018 - I have really enjoyed my first couple of months as a trainee at Rollits and don’t know where the time has gone! . The Private Client department has been incredibly welcoming and involved me in their various matters. I have been trusted with a broad range of drafting tasks including the drafting of numerous Wills and an accompanying Letter of Wishes, a Notice of Severance and a Deed of Variation. I have also drafted various probate forms including an IHT 205. In addition I have had the opportunity to get involved in the administration of trusts and have drafted a Deed of Revocation relating to a life interest in respect of Trust land. It has been great to get to know my colleagues in the York office and the Private Client department particularly have been great at giving me feedback on all my work, enabling me to advance my understanding and meaning each time I draft a document there are less amendments needed to be made!
Throughout my training contract so far I have also enjoyed attending various client meetings which have discussed creating or amending Wills and the administration of estates. Each meeting is very different and I enjoy writing up the attendance note following the meeting.
I have also had the opportunity to attend a couple of networking events. In September I went to The Business Network event and this month, the Chamber of Commerce Business Lunch. It’s great to get out of the office and meet other professionals from other industries in the area.
I am looking forward to gaining more responsibility as I become more familiar with the work in the department over the next couple of months.
After completing my Geography degree at Newcastle University I moved to the University of Law in Leeds where I studied for both the GDL and LPC with LLM in professional legal practice.
Two weeks into my Training Contract everyone at Rollits is as welcoming as I’d remembered from my interview two years ago with lots of talk of upcoming Christmas parties!
My first week was in the Hull office and was filled with training inductions, events including the Heritage Open Day and welcome meetings, all of which provided the opportunity to settle into the Rollits team.
I moved to the York office in my second week for my first seat in the Private Capital department. The department has involved me in their work and this week has involved drafting Wills, a Deed of Appointment of a trustee and numerous letters and emails to clients. I have also been given various research tasks and attended three client meetings. I’m looking forward to developing my skills further in the next six months as I learn how theory is put into practice.
Want to apply?
If you would like to apply to be a trainee at Rollits, please visit our Training Contracts page.