Lee Yates Private Wealth Team Manager

I started working at Beswicks Legal in 1998 before qualifying as a solicitor in 2000.

In March 2019, I joined the Private Wealth team and was promoted to team manager in May 2020.

I handle all aspects of trust and estate administration and provide estate planning advice. From simple wills to complex estates and business succession planning, I support and guide clients through the legal process sensitively and professionally, ensuring they achieve complete peace of mind.

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Typical areas I deal with are:

  • Handling trusts and estate administration, providing estate planning advice
  • Providing advice and guidance on the preparation of wills, lasting powers of attorney and wealth protection
  • Handling probate, deputyship and court of protection applications
  • Succession planning for businesses
  • Advising on mental capacity issues
  • Work closely with the North Staffordshire Carers.

What others say about me:

“Myself and my wife were dealt with in a friendly and very professional way which is greatly appreciated given the nature of the topic.

“I would recommend Beswicks and special thanks to Lee Yates.” Mark Green

“Getting a 10/10 from me is a rare event. However, from initial contact, via web and phone, and throughout all subsequent interaction, I’ve found it a pleasure to work with Lee and the team.

“You’ve done all we asked courteously and professionally. You’ve also stood by your fees as initially described.” N Harrison

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