SAM FORSHAW LLB
Reading
Summary
Detail-oriented professional with expertise in private client casework, legal document drafting and family and crime fee earning support. Demonstrates exceptional organisational skills, time management, and the ability to perform under pressure while ensuring client satisfaction. Proficient in written communication, public interaction, and adhering to instructions with empathy and problem-solving capabilities. Skilled in financial acumen and typing at 110 wpm, offering a strong foundation for delivering high-quality results in legal and administrative contexts.
Overview
11
11
years of professional experience
4031
4031
years of post-secondary education
Work history
Owner - Praesidium Legacy Planning Ltd
Limited Company
Reading
08.2025 - Current
- Established and managed Limited Company specialising in legacy planning.
- Achieved full membership with Society of Will Writers and Estate Practitioners.
Complied with code of conduct and maintained personal indemnity insurance.
Completed 24 hours of CPD annually, focusing on deeds of variation and advanced decisions. - Engaged with clients via telephone, Microsoft Teams, and in-person meetings to assess individual needs.
- Processed instructions for wills and testamentary trusts, creating drafts that maintained legal compliance and professional standards.
- Facilitated proper execution of all documents while keeping clients informed about responsibilities.
- Administered company accounts leveraging Quickbooks bookkeeping software.
- Executed various marketing campaigns encompassing Google ads, door-to-door leaflet distribution, networking, placement of materials at local businesses, and provision of referral incentives.
- Established and maintained business website while integrating multiple channels including banking, PayPal, email, and Quickbooks.
Private Client Assistant
Taylor Rose
Remote London
06.2024 - 01.2025
- Drafting letters and emails and calling clients to take their instructions, give advice and address issues.
- Preparing IHT bundles with relevant schedules for submission to HMRC.
- Completing form PA1A where the deceased did not leave a will.
- Drafting various documents including wills, deeds of variation, declarations of trust, notices of severance, and lasting powers of attorney.
- Advised clients on the effect of will provisions.
- Advised clients about the importance of including a statement with the will about reasonable provision for dependents.
- Completing TR1 forms for the transfer of legal title.
- Completing appropriate forms for the closure of deceased's investment accounts.
- Prepared basic estate accounts.
- Utilised Lexis UK and Practical Law for efficient Legal Research.
- Liaised with third parties including land registry, mortgage providers, investment management companies and HMRC.
- Opened files, maintained them and used case management system effectively.
Audio Typist/Paralegal
Albin and Co Solicitors Ltd
Reading
03.2022 - 06.2024
- Summarising clients notes for the Mental Health and Court of Protection Solicitors, identifying useful information.
- Identifying relevant video evidence files.
- Special prep, perusing unused disclosure on serious criminal cases, identifying evidence beneficial or harmful to the defence.
- Audio dictation, listening to recorded audio and typing letters and other documents including attendance notes and briefs to Counsel.
- Transcription of MP4 evidence files into Word.
- Recording time worked by solicitors on Legal Software, identifying the type of work and splitting into units.
- Opening and maintaining case files on Legal Software including Police Station, Magistrates Court and Court duty files.
- Producing content for the firm's website.
- Depositing money into the business bank account.
- Bringing post to the post office.
Telefundraiser
Guide dogs for the blind
01.2019 - 07.2019
- Raising money on a variety of telefundraising campaigns including Sponsor a Puppy.
- Administrative calls.
- Trained and mentored junior team members to enhance fundraising techniques and strategies.
- Developed and maintained relationships with supporters to encourage ongoing contributions.
Financial Administration Assistant
Sevilles Homecare Ltd
11.2014 - 12.2015
- Ensuring all receipts are collected in and entered correctly to Quickbooks online bookkeeping software.
- Reconciliation of the business bank account.
- Liaising with the firm's accountant and planning for smoother account operations.
- Depositing money into business bank account.
- Took meeting minutes.
Education
LLB - Law
Open University
09.2017 - 06.2020
Level 6 Diploma in Probate Law and Practice - Probate Law
Council for Licenced Conveyancers
06.2023 - 05.2025
Postgraduate Certificate in Humanities - Classical Studies
Open University
09.2021 - 06.2022
Monthly CPD
College of Will Writing
Will Writing Workshop -
BPP
Introduction Comparative Indo European Linguistics -
Leiden University Coursera
ITQ level 2 -
NCFE
Administration Level 2 - undefined
NCFE
AAT (Accounting) Level 2 - undefined
Kaplan
Certificate in Word Processing and Production Level 1 - undefined
Mathematics Functional Skills Level 2 - undefined
City and Guilds
English Functional Skills Level 2 -
NOCN
Skills
- Organisational skills
- Ability to perform under pressure
- Typing speed: 110 wpm
- Self-starter
- Legal expertise
- Private client casework
- English proficiency
- Financial acumen
- Legal terminology knowledge
- Time management
- Client satisfaction
- Written communication skills
- Instruction adherence
- Empathy
- Problem solving
- Document drafting
- Interest in the intersection between law, society, language and the humanities
References
References Available On Request
Affiliations
The Society of Will Writers Full Member, MSWW
Languages
Latin
Intermediate
Timeline
Owner - Praesidium Legacy Planning Ltd
Limited Company
08.2025 - Current
Private Client Assistant
Taylor Rose
06.2024 - 01.2025
Level 6 Diploma in Probate Law and Practice - Probate Law
Council for Licenced Conveyancers
06.2023 - 05.2025
Audio Typist/Paralegal
Albin and Co Solicitors Ltd
03.2022 - 06.2024
Postgraduate Certificate in Humanities - Classical Studies
Open University
09.2021 - 06.2022
Telefundraiser
Guide dogs for the blind
01.2019 - 07.2019
LLB - Law
Open University
09.2017 - 06.2020
Financial Administration Assistant
Sevilles Homecare Ltd
11.2014 - 12.2015
Administration Level 2 - undefined
NCFE
AAT (Accounting) Level 2 - undefined
Kaplan
Certificate in Word Processing and Production Level 1 - undefined
Mathematics Functional Skills Level 2 - undefined
City and Guilds
Monthly CPD
College of Will Writing
Will Writing Workshop -
BPP
Introduction Comparative Indo European Linguistics -
Leiden University Coursera
ITQ level 2 -
NCFE
English Functional Skills Level 2 -
NOCN
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