Beverley Sorrell

 

I was admitted in 2010 and have spent most of that time providing wills and estate planning services ranging from simple wills through to sophisticated testamentary trust wills and business and trust succession. I enjoy collaborating with accountants and financial planners to offer clients a personalised estate planning experience. I often draft complex wills and estate plans for high net clients requiring asset protection and tax minimisation strategies.

I also act in a range of disputed estate matters regarding the validity of wills and applications under the Family Provision Act. I also regularly represent clients in guardianship and administration matters in the State Administrative Tribunal.

My aim is to solve clients’ problems as pragmatically as possible and to provide an exceptional client service. I recognise that clients want simple clear realistic advice without all the complicated legal jargon.

I have a special interest in using collaborative practice as a form of dispute resolution focusing on the clients’ interests to achieve better outcomes. I am a Council Member of Collaborative Professionals (WA) and a full member of the Society of Trust and Estate Practitioners (“STEP”), the professional body for practitioners in the fields of trusts and estates.

I am a Board Member of Financial Toolbox, a not-for-profit organisation providing financial and legal education to women and women facing domestic violence.

I am also a busy mum to two young daughters and like to unwind by taking the dog to the park and holidaying with family.