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Tracey has over twenty years of experience in legacy administration for a national charity.

She is a qualified Legal Executive who specialised in Probate and Succession law and has been nominated twice for the ILM Legacy Officer of the Year award.

As Senior Legacy Officer for the RSPB, Tracey has a proven record of understanding the legal rights of a beneficiary and building relationships with professional and lay Executors. She has acted as lead on contested estates, including 1975 Act and proprietary estoppel claims, and complex wills, such as overseas estates, reviewing accounts and inheritance tax calculations. Above all else, she takes pride in ensuring that the deceased’s wishes are upheld, whilst protecting the charity’s reputation and adding value to gifts where possible. Tracey enjoys the challenges and varied nature of legacy administration and is a full member of ILM.

Legacy Consultant