Paralegal at Herrington Carmichael
David Mortimer
Paralegal
David is a Paralegal in the Private Wealth Department and is primarily focused on estate administration duties. In this role, he assists the personal representatives in their obligations, including obtaining the Grant of Representation, administering the estate, and distributing the residue to beneficiaries after paying any legacies. In these matters, David acts as the main point of contact for clients and asset holders and is responsible for producing Estate Accounts, which demonstrate that the estate has been administered properly. David also conducts legal research when a topic needs to be explored in more detail. With a degree in Geology from Southampton University, David studied the GDL at the University of Law in Reading in 2019/20 before completing an LPC LLM, undertaking electives in Commercial Law, Debt Finance, Mergers and Acquisitions and Intellectual Property.
Brennan House, Farnborough Aerospace Centre Business Park, Farnborough, Hampshire, GU14 6XR
He is an experienced Paralegal who is able to assist you
Practice Areas
Wills, Trusts & Probate
- Wills, Trusts & Probate 100%
2 Client Reviews
Overall experience
- Value For Money
- Approachability
About David Mortimer
David is a Paralegal in the Private Wealth Department and is primarily focused on estate administration duties. In this role, he assists the personal representatives in their obligations, including obtaining the Grant of Representation, administering the estate, and distributing the residue to beneficiaries after paying any legacies. In these matters, David acts as the main point of contact for clients and asset holders and is responsible for producing Estate Accounts, which demonstrate that the estate has been administered properly. David also conducts legal research when a topic needs to be explored in more detail. With a degree in Geology from Southampton University, David studied the GDL at the University of Law in Reading in 2019/20 before completing an LPC LLM, undertaking electives in Commercial Law, Debt Finance, Mergers and Acquisitions and Intellectual Property.
Languages Spoken: English
Contact David Mortimer
Address
Herrington Carmichael
Brennan House
Farnborough Aerospace Centre Business Park
Farnborough
Hampshire
GU14 6XR
Phone 01276 740856
WebsiteResume
WORK EXPERIENCE
Title
Name
Duration
Paralegal
Herrington Carmichael
?-present
Dealing with my mother's estate
David was helpful and professional with my many questions with regards to my mother's estate he kept me up to date at all times .
Lawyer named in this review: David Mortimer
Was this review helpful? Yes
David Mortimer
As an executor to my sister’s will i found David to be very professional in his work He was very helpful in answering any queries I had He responded promptly to all communications David made my task so much easier which I appreciate very much
Lawyer named in this review: David Mortimer
Was this review helpful? Yes