Sara Sheppard

Sara Sheppard is our Wills and Probate Executive and a Registered Trust and Estate Practitioner (TEP) – Society of Trust and Estate Practitioners. Sara holds a BA Honours (Open) from the Open University.

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Sara has over 38 years of experience in Wills, Lasting Powers of Attorney, Probate, Court of Protection matters, Trusts, and limited Inheritance Tax planning.

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She helps individuals put in place the documents to protect themselves, their family and their assets. Sara also guides families through the probate process at a time they are grieving.

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Sara understands the challenges that happen due to poorly drafted documents and works to ensure her clients are well-prepared for the future.