Introducing Claire Earwaker Dos Reis: Our Newest Estate Planning Expert

We are thrilled to announce the latest addition to the Soteria Plannings’ team, Claire Earwaker Dos ...

We are thrilled to announce the latest addition to the Soteria Plannings’ team, Claire Earwaker Dos Reis. With a deep-rooted passion for estate planning and an impressive track record in the industry, Claire brings a wealth of knowledge and experience to our team.

A Strong Background in Estate Planning

Claire’s journey in the world of estate planning began six years ago, and she has since become a member of the Society of Will Writers (SWW). Her dedication and commitment to the field are evident through her four years of membership with STEP (Society of Trust and Estate Practitioners), showcasing her desire to stay at the forefront of industry trends and best practices. She now joins our team of experienced professionals and is on hand to support clients.

Specialisms That Make a Difference

What sets Claire apart is her unique ability to naturally attract and connect with specific client groups. Over the years, she has found herself drawn to assisting single mothers, vulnerable clients, and individuals with mixed domiciles. Her empathetic approach and tailored solutions have garnered her a loyal and satisfied clientele.

One area in which Claire truly excels is asset protection. Whether it’s safeguarding the interests of vulnerable clients or offering advice to families with intricate financial situations, Claire’s expertise shines through. Her thoughtful guidance has empowered countless clients to secure their assets for future generations, providing them with much-needed peace of mind.

Claire’s Best Advice: “Seek Proper Advice Early“

If there’s one piece of advice that Claire consistently emphasises, it is the importance of seeking proper estate planning advice as early as possible. She understands that many people feel overwhelmed by the idea of creating a Will, often fearing that it will be set in stone forever. However, Claire dispels this notion, urging individuals to take action based on their current circumstances.

“Wills can be updated over time,” says Claire, “so there’s no need to feel trapped by your initial decisions. Life evolves, and so can your will. By preparing a will today that reflects your current situation, you’re already taking a significant step in the right direction. As time goes on and circumstances change, we can easily adjust the will to align with your evolving needs.”

Claire’s approach is all about empowering clients to make informed decisions and adapt their estate plans as their lives change. By doing so, she ensures that their assets and loved ones are protected in the most effective and efficient manner possible.

Join Us in Welcoming Claire

With Claire Earwaker Dos Reis on board, Soteria Plannings’ commitment to delivering expert estate planning services is stronger than ever. Her passion for helping others, combined with her vast knowledge and experience, makes her a valuable asset to our team and, most importantly, to our clients.

We invite you to get in touch with us to meet Claire and discover how she can assist you in securing your legacy and protecting your loved ones. Take the first step towards a more secure future by seeking advice from Claire, the newest member of the Soteria Plannings’ family.