Management of Affairs

Call us at 029 2081 3624 for any questions you may have.

At CLA Trust & Legacy Planning we’re here to help you manage your loved one’s affairs. This can mean:

  • Offering advice and help to manage a loved one’s finances including bank accounts, savings, investments or other financial affairs
  • Selling a property on behalf of the deceased and transferring it to those entitled
  • Helping you to make decisions about where a loved one lives and helping to make decisions about their day-to-day personal or health care

There are several reasons why you might want to manage someone else’s affairs. Some of these reasons include:

  • They’re ill or disabled, either temporarily or on a long-term basis
  • They’re unable to make decisions for themselves, because of mental illness or other reasons

Please contact us today to arrange an appointment.