Email: sarah.stone@porterdodson.co.uk
Phone: 01935 846728
Location: Yeovil Position: Partner
Team: Private Client
Specialism: Administering an estate, Appointing an attorney, Care home cost planning, Inheritance and other taxes, Trusts, Wills and probate
I joined Porter Dodson in 2009. After completing my training with the firm, I qualified as a solicitor in April 2012. I became a partner in February 2020.
I deal with all aspects of making wills and updating wills, preparing Power of Attorney documents and estate administration. I also advise on tax planning and trust administration.
I work very closely with my clients to build a strong relationship with them. I often visit clients at home to discuss important personal matters in an environment in which they are comfortable. Similarly, I am available in the office based in the centre of the town to meet clients that prefer to discuss matters face to face rather than over the telephone.
I am a full member of the Society of Trust and Estate Practitioners.
I won the Cook & Hatchard’s Law Prize presented by the Devon and Somerset Law Society in 2012.
Sarah Stone is the stand-out partner for me. She’s excellent, no hesitation in recommending to her.
Very easy to talk to. Was quite anxious about making my will over the phone but once I spoke to Lucy and Sarah, I felt very confident in dealing with such an important subject without actually meeting the people I was putting my trust in.
Attended a retirement course with Leonardo Helicopters where Sarah gave a presentation on your services. We were impressed with the overall professionalism and as our wills required updating, we did not hesitate to contact yourselves.
Excellent - both Anna & Sarah went 'that extra mile'.