Management of Affairs

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.