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Kathryn Wheeldon

What do you specialise in?

 

Kathryn has specialised in Wills & Probate since her qualification in 2008 and was promoted to Director in 2018. 

In December 2019, Kathryn became an Associate Member of the Solicitors for the Elderly and along with many other members of the Wills & Probate team, Kathryn is also a registered Dementia Friend.

Kathryn was promoted to Head of the Wills & Probate department earlier this year and deals mainly with all aspects of Probate such as:

  • Grant of Probate
  • Full Estate Administration
  • Complex estate administration where businesses, foreign assets and land may be involved
  • Intestate estates where this is no Will in place

Kathryn is also a specialist at dealing with the creation and administration of Trusts. This can include acting as a professional Trustee herself, or advising other Trustees of their roles and responsibilities to ensure the trust is managed in accordance with the needs of the beneficiaries. Kathryn is also a Professional Deputy.

Working alongside our Personal Injury Department, Kathryn can also assist with the creation of specialised Personal Injury Compensation. This is a special type of Trust set up the protect compensation awarded following an injury sustained from an accident.

The nature of matters that Kathryn works with can be very complicated and quite overwhelming for some clients. Kathryn specialises in working through all kinds of highly complex cases, and her exceptionally calm and sympathetic manner immediately puts her clients at ease.

 

Lifetime Lawyer

Kathryn has also been an accredited member of an organisation called "Solicitors for the Elderly" (which has now become The Association of Lifetime Lawyers) for 5 years. The Lifetime Lawyers Association has a mission to make sure that when people are vulnerable they have access to a legal professional with the skills and experience to help. Members are legal professionals who are experts in advising a whole spectrum of people on key legal decisions though their lifetime with a particular specialism of supporting older people and those in vulnerable circumstances.

In addition to expert legal knowledge, our members undertake a rigorous external accreditation proving their understanding of the key issues that can affect vulnerable and older people. This includes things like dementia, Parkinson’s and other degenerative diseases, as well as problems with hearing, sight, and mobility.

Lifetime Lawyers also receive specialist training when it comes to the care they provide. They offer extra empathy and attention, including understanding the signs of neglect and abuse and knowing how to spot them. Lifetime Lawyers consider things like when and where they speak to clients, ensuring they’re able to provide people the tailored support they need that aligns with their individual circumstances.

 

 

Where did you study?

Derby Univeristy Law degree

Birmingham College LPC, 2006

When did you qualify?

2008 after completing her training contract with Banner Jones

Accreditations & Awards

Lifetime Lawyers
Kathryn Wheeldon
  • Director
  • Solicitor
  • Head of Wills & Probate

Chesterfield - Glumangate

24 Glumangate
Chesterfield - Glumangate
S40 1UA

View office

Latest articles by Kathryn

Will Writing

Thank you again for your help. If anyone requires a solicitor at any time I will recommend yourselves for quick and friendly service.

Miss N, Chesterfield

Grant of Probate

All is oustanding!

Miss C Chesterfield

My Solicitor quickly understood the difficult issues and important decisions I was considering with regard to making a new Will and setting up a Trust. I had a bad experience with my previous solicitor and had then done a lot of research to look at various options prior to the meeting.

That process was complicated and stressful and I was quite anxious when I arrived for my appointment. Their calm, friendly and professional approach put me at ease immediately. The advice and support she offered gave me the confidence to make a final decision on the right options for my circumstances. I was given excellent service and left with peace of mind which, for me, was invaluable. I would not hesitate to recommend Banner Jones to anyone needing professional advice and support. 1st Class!

Mrs S, Whitecotes

I am a 93 year old lady, and I was treated as if I was family. Caring and helpful in explaining everything to my dull brain. Thank you.

Mrs F, Old Whittington

Everything was excellent.

Mr & Mrs G, Upper Newbold

From the minute you walk into reception you are put at ease, and this continues right through the chain. Would recommend them any time.

Mr G, Chesterfield

I can’t thank Banner Jones enough for the kindness and patience, and would highly recommend this firm.

Mrs S, Chesterfield

Banner Jones were recommended to me and I shall certainly recommend to others. I have rarely been made to feel so at ease while being so impressed.

Mr H, Chesterfield

Probate

Kathryn provided us with a first class service at our time of need. Can not thank her enough for helping us through a difficult time in such a kind and professional manner.

Mrs E, Deepcar

The service provided was excellent and all the staff were friendly, helpful

Mrs L, Chesterfield

Will Writing

Excellent company. Highly satisfied.

Mrs H, Ashgate

Probate Administration

Exceptional service; professional but friendly. Felt at ease and relaxed when given explanation of the matter being dealt with at a very sad time.

Mrs L, New Tupton

Me and my family would recommend Banner Jones to anyone for their kindness and sympathy to all of my family. Thank you very much once again.

Mr M, Brampton

Probate Solicitor

The solicitor was most helpful in every way, explicit in detail and very caring.

Mrs R, Coal Aston

Being left on my own to make another Will was hard for me, but it was made easier by the staff of Banner Jones. It was dealt with quickly, sympathetically and was able to help Ashgate Hospice.

Mrs S, Newbold

Excellent service, friendly and professional. I could not have asked for better.

Mrs M, Grangewood