Lorna McDowall

Executry Paralegal

Accepting new clients via ReviewSolicitors

I have more than 30 years’ experience of being involved in various aspects of Private Client work. On joining Balfour+Manson in 2018 my main area of work is now executry administration. I administer estates from start to finish, including investigation the extent of estates, preparing the paperwork necessary to enable executors to administer estate, dealing with HMRC in relation to inheritance tax and assisting our Tax Department where information is required regarding final lifetime and executry income and capital gains matters, advising on the treatment required to administer various types of assets, transferring and distributing assets, and preparing final executry accounts.

  • Regulated by: The Law Society of Scotland

  • Based in Edinburgh
  • Licensed for 5 years

Accepting new clients via ReviewSolicitors

I have more than 30 years’ experience of being involved in various aspects of Private Client work. On joining Balfour+Manson in 2018 my main area of work is now executry administration. I administer estates from start to finish, including investigation the extent of estates, preparing the paperwork necessary to enable executors to administer estate, dealing with HMRC in relation to inheritance tax and assisting our Tax Department where information is required regarding final lifetime and executry income and capital gains matters, advising on the treatment required to administer various types of assets, transferring and distributing assets, and preparing final executry accounts.

  • Regulated by: The Law Society of Scotland

  • Based in Edinburgh
  • Licensed for 5 years

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Lorna McDowall

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5.0
Excellent
95%+
Value for
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95%+
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95%+
Would
Recommend
Communication 5.0/5
Initial Impressions 5.0/5
Approachability 5.0/5
Documentation Accuracy 5.0/5
Legal Knowledge 5.0/5
Value for money 5.0/5
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  • Balfour + Manson LLP

    Executry Paralegal

    Until Present

Opening hours

Monday 09:00–17:00 (Open)
Tuesday 09:00–17:00
Wednesday 09:00–17:00
Thursday 09:00–17:00
Friday 09:00–17:00
Saturday (Closed)
Sunday (Closed)

56-66 Frederick Street, EH2 1LS

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5.0 /5 1 Reviews
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Claire

Wills, Trusts & Probate

Professional and Empathetic

Lorna handled our parents estates she was professional empathetic and compassionate. We received regular updates and she sorted any issues reassuring us at every turn. She is a real asset to your company and we can't thanks her enough for her work and caring attitude throughout.

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A representative from Balfour + Manson LLP responded to this review

Thank you for taking the time to review us. It is really appreciated. We have passed your comments onto Lorna. Please let us know if we can be of assistance in the future.

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