Trainee Legal Executive (ACILEx)
Wills & Probate
Transferred and re-wrote our Wills to Coles-Miller at Broadstone and could not have wished for a better service. Attention to detail, clear instructions, very friendly and the measures taken to ensure our safety during the Covid=19 situation were excellent. Many thanks to Julie Morgan for all her help. Would definitely recommend Coles-Miller.
Julie has worked in Wills and Probate for over 19 years and has been with Coles Miller for the last 9 years working initially as a Legal Secretary in our Broadstone office and now as a Trainee Legal Executive in our Harbour House office in Fleetsbridge, Poole.
Julie has recently passed her CILEx Level 3 Diploma in Law and Practice and is now a qualified CILEx Paralegal (ACILEx) and is continuing her studies to qualify as a Chartered Legal Executive.
Julie continues her own caseload assisting clients with Wills, Lasting Powers of Attorney and Estate administration, together with assisting the Partner in charge of the Wills and Probate Department, Anthony Weber, with Equity Release matters.
Julie lives in Poole with her husband of 25 years and their two cats. She spends a lot of her spare time studying but when able enjoys attending music events, dancing and Zumba and weekends away whenever possible.