Trustee Meeting Legal Representation

I’m arranging a two-hour meeting with the trustee of a life-insurance policy in which my children and I are named beneficiaries. The trustee has been slow and unco-operative, so I need a solicitor who specialises in trust and estate law to sit beside me, advise in real time, and speak up where necessary. Ideally, the solicitor should be based in England, but I am open to video-based assistance if necessary.

Your brief is straightforward: safeguard our position, press for a fair and timely payout, and tackle any legal disputes or grey areas the trustee tries to raise. I will send you the policy documents, trust deed, and all prior correspondence in advance so you can arrive fully prepared.

Deliverables
• Quick pre-meeting phone call to outline strategy
• Attendance (in person) for roughly two hours, providing advice and representation throughout
• Short written summary of agreed actions and any follow-up steps

The meeting is expected within the next week, time and venue to be confirmed. Let me know your availability, practising certificate details, and a brief note on similar matters you’ve handled.