Lucy Percy
It wouldn’t surprise anybody reading this that with the way we have focused our practices, we’ve been able to work with lots of lawyers.
The overlap between their areas of practice and the complexities we come across everyday is a pretty tight Venn diagram.
One of the real upsides of this reality is that we’re fortunate to have a wide collection of people we can call and say “now, this might be a dumb question, but…”.
And every one of them has been generous with their time and willingness to avoid rolling their eyes at our naivete!
Especially helpful has been Lucy Percy of Head and Heart Estate Planning, in Albury.
Lucy was one of the early guests on the Challenge the Standard Podcast, helping financial advisers understand how estate planning can work for their clients.
She’s embraced the power of building a community online and growing a business that works for her and her family.
Lucy was also good enough to suggest that we tag along to LawBizCon back in 2024 - which was terrific, educational fun!
Over the years, Lucy’s helped us find answers to:
A guardianship query for a client who’d bought a property with the best of intentions, but awful structuring decisions.
Deciphering the wording used by one of the state compensation bodies when writing to a recently widowed client.
What people can do to hold poorly behaving Powers of Attorney to account.