Kate Brownlee

I am a legal executive and have been for 18 years. I also have a qualification in core counselling skills. I want to use my experience in the legal industry along with my counselling skills to help people coming into the industry.

Private Client Paralegal – Legal Executive at Abels Solicitors (2022-08 – Present)

• Meet with clients
• Draft all Wills, Lasting Powers of Attorney and obtaining Grants of Probate and Administration of Estates
• Manage own caseload of around 100 clients
• Deal with complex estates which include the registration of trusts, first registrations of properties and have values of £1-2million
• Draft Declarations of Trusts, Deeds of Variations and Deeds of Appointment and Retirement

Private Client Paralegal at Knight Polson (2017-12 – 2022-08)

• Meet with clients
• Take Will and Lasting Power of Attorney instructions
• Draft all Wills
• Draft and register all Lasting Powers of Attorney
• Manage own caseload of around 40-50 clients
• Assist with Deputyship Applications, Declarations of Trust and Probate matters
• Assist with Management of Affairs files which includes dealing with safeguarding matters, investments and day to day finances

Wills and Probate Assistant at M L Law (2008-06 – 2017-11)

Currently learning more on Capital Gains Tax, Inheritance Tax and Income Tax. Calculating tax implications or tax due on simple estates.

• Meet with clients
• Take Will instructions
• Draft all Wills
• Manage own case load which can be up to 30 clients
• Run the minor probate cases - draft Inheritance Tax forms, Oaths and communicate with the clients, banks etc
• Help clients with any queries
• Compile estate accounts
• Assist in the complex probate matters
• Draft and register all lasting powers of attorney
• Draft Deputyship applications

BA (Hons) in History – University of Portsmouth (2004 – 2007)

A Levels in Law, Modern and Social History – Itchen College (2002 – 2004)

GCSE in Various subjects including I.T, English and Maths – Hamble Secondary School (1997 – 2002)