Solicitor at Birkett Long LLP
Joanna Tollworthy
Solicitor - Associate Solicitor
SRA ID: 572154
I believe it’s important to understand my client’s needs and objectives in order to provide clear, practical advice. I always endeavour to understand the whole picture to provide my clients with tailored advice. I am based in our Colchester office and am available for a free 15-minute chat over the phone on 01206 217360. I enjoy meeting with clients and helping them through difficult situations, particularly following a bereavement. Work in the Wills, Trusts and Probate team is varied and I enjoy identifying the issues and coming up with potential solutions and options available to my clients. My work involves preparing wills, trusts, and probate applications, administering estates, preparing and registering lasting powers of attorney, the registration of enduring powers of attorney, and tax and estate planning. I obtained a History degree from Exeter University before converting to law to complete the Graduate Diploma in Law and going on to obtain a Law degree. I trained at a law firm based in their Bishop’s Stortford and Cambridge offices, qualifying as a solicitor in September 2014. Throughout my training contract, I also gained experience in rural, commercial property and employment law. I am a Dementia Friend and provide advice and guidance to elderly clients and their families, also advising clients requiring estate and succession planning, in particular relating to business assets. In my free time I enjoy reading, shopping, eating out and spending time with my friends, family and my Dachshund, called Simon!
1 Amphora Place, Sheepen Road, CO3 3WG
Licensed for 10 years
Practice Areas
Wills, Trusts & Probate
- Wills, Trusts & Probate 100%
9 Client Reviews
Overall experience
- Value For Money
- Approachability
About Joanna Tollworthy
I believe it’s important to understand my client’s needs and objectives in order to provide clear, practical advice. I always endeavour to understand the whole picture to provide my clients with tailored advice. I am based in our Colchester office and am available for a free 15-minute chat over the phone on 01206 217360. I enjoy meeting with clients and helping them through difficult situations, particularly following a bereavement. Work in the Wills, Trusts and Probate team is varied and I enjoy identifying the issues and coming up with potential solutions and options available to my clients. My work involves preparing wills, trusts, and probate applications, administering estates, preparing and registering lasting powers of attorney, the registration of enduring powers of attorney, and tax and estate planning. I obtained a History degree from Exeter University before converting to law to complete the Graduate Diploma in Law and going on to obtain a Law degree. I trained at a law firm based in their Bishop’s Stortford and Cambridge offices, qualifying as a solicitor in September 2014. Throughout my training contract, I also gained experience in rural, commercial property and employment law. I am a Dementia Friend and provide advice and guidance to elderly clients and their families, also advising clients requiring estate and succession planning, in particular relating to business assets. In my free time I enjoy reading, shopping, eating out and spending time with my friends, family and my Dachshund, called Simon!
Languages Spoken: English
Contact Joanna Tollworthy
Resume
LICENSE
Country
Status
Acquired
Updated
United Kingdom
Currently Registered
15/09/14
16/11/22
We found no instances of professional misconduct for this solicitor
WORK EXPERIENCE
Title
Name
Duration
Assistant
Birkett Long
?-present
Refreshing Experience
Had some initial concerns that I could have saved some costs by going to a smaller Law firm.
However I soon became very confident that the choice would be very worthwhile. The initial meeting
was conducted in a pleasant, understanding and amenable manner and above all very friendly. The content and details of the will did become more involved than expected and this resulted in several email conversations. The standard cost was around £200 more than expected but I am very happy with the quality of the service provided.
Lawyer named in this review: Joanna Tollworthy
Was this review helpful? Yes
Will review
Joanna was friendly and professional. She explained everything really clearly for us. We are happy knowing everything is organised for our children when the time comes
Lawyer named in this review: Joanna Tollworthy
Was this review helpful? Yes
The estate of my late wife and my own Will
Joanna has acted for our family for a number of years, and is both very professional in her dealings with us, as well as being very personable and approachable at all times. On this matter, having lost my wife in April this year, Joanna immediately understood what was required for my wife’s estate, and for me and my daughter, and handled everything with care and attention. Anything she required was dealt with kindly and effectively.
Lawyer named in this review: Joanna Tollworthy
A representative from Birkett Long LLP responded to this review on 30 September, 2024
Dear Terry, Thank you for your heartfelt review. We’re so sorry for your loss and appreciate your trust in Joanna during this difficult time. It’s wonderful to hear that she provided the care and support your family needed. Best regards, Birkett Long LLP
Was this review helpful? Yes
Probate and Deed Of Variation advice and guidance
Joanna assisted in arranging the Grant of Probate and securing a Deed of Variation to my Mothers will.
This was so I could pass the proceeds directly to my Children, without having to hope I survived during the 7 year rule and the associated tax implications if I didnt !
Previously I had never heard of a Deed of Variation.
All went extremely smoothly.
Thank you Joanna
Lawyer named in this review: Joanna Tollworthy
A representative from Birkett Long LLP responded to this review on 23 September, 2024
Thank you for your positive feedback. We're glad to hear Joanna made the process smooth and informative for you. Your satisfaction means a lot to us.
Was this review helpful? Yes
Joanna Tollworthy
My whole experience with Joanna was excellent from beginning to end. She was very professional and dealt with our family requirements in a very timely fashion. She is a clear communicator and a good listener. She was wonderful when meeting with my elderly mother and put her completely at ease.
I cannot recommend her highly enough.
Lawyer named in this review: Joanna Tollworthy
A representative from Birkett Long LLP responded to this review on 16 May, 2024
Dear Caroline, Thank you for sharing your experience. We're delighted to hear that Joanna provided excellent service and addressed your family's requirements in a timely manner. At Birkett Long, we pride ourselves on clear communication and attentive listening. We're pleased to hear that Joanna was able to put your mother at ease during meetings. Your recommendation is greatly appreciated.
Was this review helpful? Yes
Great personal tailored service
Joanne was very patient with my chatting on about my situation, together we unscrambled the mess that it was.
I was then able to make well thought out decisions about my will and power of attorney.
Thank you so much Joanne. I can now rest easy knowing the future of my wellbeing is sorted. I can rest easy.
Brilliant service
Lawyer named in this review: Joanna Tollworthy
A representative from Birkett Long LLP responded to this review on 04 March, 2024
Dear Lorraine, Thank you for your feedback! We're delighted to hear that Joanna provided patient and attentive service, helping you navigate your situation and plan for the future. Your satisfaction and peace of mind are our priorities. Best regards, Birkett Long LLP
Was this review helpful? Yes
Excellent service
We recently used Birkett Long's services to re-draft our wills and to implement power of attorney. The advice we were given was excellent. Every staff member we met was professional, friendly, approachable, efficient and well informed. We felt everything was in very safe hands. Thank you.
Lawyer named in this review: Joanna Tollworthy
A representative from Birkett Long LLP responded to this review on 13 December, 2023
Thank you for your kind words! We're delighted to hear that you found Joanna's services excellent in redrafting your wills and our team professional, friendly, and efficient. If you have any future legal needs, feel free to reach out. Best regards, Birkett Long LLP
Was this review helpful? Yes
Joanna Tollworthy Service
Efficient and professional service, can only recommend. Extremely knowledgeable to give us peace of mind we had everything covered
Lawyer named in this review: Joanna Tollworthy
A representative from Birkett Long LLP responded to this review on 30 November, 2023
Dear Jo, Thank you for your feedback and recommendation. We're pleased to have provided an efficient and professional service, ensuring comprehensive coverage and peace of mind. Should you need assistance in the future, we're here to help.
Was this review helpful? Yes
New Wills
A very good experience indeed
Joanna was very helpful and explained the process to us in language we could understand she answered all our questions and checked our understanding
We found her to be a warm friendly professional individual
Lawyer named in this review: Joanna Tollworthy
A representative from Birkett Long LLP responded to this review on 17 October, 2023
Christine, Thank you for your positive feedback! We're glad Joanna could assist you effectively and warmly. If you have more questions or need help in the future, feel free to reach out. Thanks for choosing us! Best wishes, Birkett Long LLP.
Was this review helpful? Yes