Georgie Lennan
Georgie is a Trainee Legal Executive with over seven years of experience in private client practice.
She began her legal career as a secretary before progressing to Paralegal while undertaking her CILEX studies. Georgie is expected to qualify as a Chartered Legal Executive in 2026.
Her work spans both estate planning and estate administration, supporting individuals and families with all aspects of succession planning, including wills and probate.
Georgie has developed extensive expertise in handling complex estate administration matters, from niche and unusual grant applications to independent administrator appointments, often involving high-value estates.
Recent work highlights
Independent Administrator Appointment
Leading the administration of an estate whereby an Independent Administrator had been appointed by Court Order. The estate was also subject to multiple claims for provision under the Inheritance (PFD) Act 1975. The estate contained various assets and liabilities which were under dispute by those claiming against the estate, resulting in extensive investigation of the estate being required to protect the position of the Independent Administrator.
Will and LPA instruction
Acting for an elderly client on estate planning and succession matters. This included providing inheritance tax advice and the subsequent preparation of a Will with a mix of exempt and non-exempt beneficiaries. The instruction also included preparing and registering both a Property and Financial affairs and Health and Welfare Lasting Power of Attorney for the client.
Charitable Estate Administration
Acting on an estate administration where multiple Charities were residuary beneficiaries of the estate. Due to the structure of the Charity that decided to take out the Grant, it was necessary to apply a specific piece of legislation for the submission to be approved by the Probate Registry.
Experience & education
2025 Joined Birketts
2025 Trainee Legal Executive (CILEX) in private client practice with a view to qualify around November 2026.
2022 Paralegal in private client practice
2021 Enrolled in CILEX training
2018 Secretary in private client practice