Charlotte Green

Short bio:

I am a Paralegal in Lodders’ Private Client team.

I joined Lodders in November 2019 and have been part of the Private Client team for several years, developing extensive experience in estate planning matters.

I work closely with the lawyers in the team, supporting clients with a wide range of estate planning matters, with a particular focus on wills, Lasting Powers of Attorney and trusts. My role includes assisting with the preparation of wills, Lasting Powers of Attorney, trusts and related documentation, helping to ensure clients’ wishes are accurately reflected and matters progress smoothly.

I enjoy getting to know clients and understanding their individual circumstances. Whether assisting with a will, putting powers of attorney in place or reviewing wider estate planning arrangements, I aim to provide friendly, practical support and help make complex legal matters easy to understand.

I am also a Dementia Friend, supporting the Alzheimer’s Society initiative to improve understanding of dementia and help make communities more inclusive for those affected by the condition.

Before joining the Private Client team, I gained experience in several departments across the firm, including Front of House, New Homes and Plot Sales, and Business Property. This has given me a broad understanding of our clients’ needs and the importance of providing excellent client service.

I graduated from the University of Kent in 2016 with a 2:1 LLB Law degree.

Outside work, I enjoy spending time with family and friends and making the most of the Warwickshire countryside.

I am based in Stratford upon Avon