Sarah Stone

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, Estate administration including probate and intestacy, Estate planning, Inheritance and other taxes, Lasting Powers of Attorney, Making and updating a will, Tax and trusts, Trusts, Wills and probate

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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.

From our very first phone call, we felt very happy for Sarah to handle our wills and Lasting Powers of Attorney. Her attention to detail was exemplary and she clearly and plainly answered our many questions. Never once did we feel we were under pressure. She made the whole process so straightforward and we have achieved everything and more from the exercise. We can wholeheartedly recommend Sarah and Porter Dodson.

Mr J & Mrs N Mason

Sarah Stone is the stand-out partner for me. She’s excellent, no hesitation in recommending to her.

Legal 500 UK 2024

Excellent service provided throughout the process of setting up my Lasting Power of Attorney. Sarah Stone is excellent at explaining things in clear and concise terms and always follows up exactly as promised. I would have no hesitation in recommending her, and Porter Dodson, to others.

Nick Issacs

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.

Private client

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.

Anonymous

Excellent - both Anna & Sarah went 'that extra mile'.

Mr S