Personal Representatives

Personal Representatives in Chesterfield, Sheffield, Dronfield and Mansfield

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What to Do When Someone Dies - A Step by Step Guide

When someone passes away, the task of dealing with the estate left behind will fall to one or more ‘Personal Representatives’. The term used for these Personal Representatives will depend on the circumstances, though their roles and responsibilities will largely be the same.

If the deceased had a Will, they will usually have left instructions for particular individuals to act as an ‘Executor’ and settle their affairs. If there was no Will, or if the named Executors are unable to act, then the Law will assign a family member (usually the next of kin) to act instead as an ‘Administrator’.

Regardless of the outcome, the Executors/Administrators will be responsible for dealing with the full administration of the estate or for appointing a Solicitor to handle this for them.

The key responsibilities of a Personal Representative include:

Applying to the Court for the Grant of Probate/Letters of Administration
Completing Tax returns for Inheritance Tax, Capital Gains Tax and Income Tax; and then paying the relevant tax amounts to HMRC
Arranging for the sale/transfer of all assets in the estate, settling any liabilities, and distributing proceeds to beneficiaries as directed by either the Will or rules of intestacy as applicable.

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Advice on Probate

Essential considerations when completing probate online

What to Do When Someone Dies - A Step by Step Guide

Meet the Team

Kathryn Wheeldon

Stacey Lee-Davenport

Wendy Cotterill

Kathryn Wheeldon

Director
Solicitor
Head of Wills & Probate

Chesterfield - Glumangate

Stacey Lee-Davenport

Solicitor

Chesterfield - Glumangate

Wendy Cotterill

Paralegal

Chesterfield - Glumangate

Grant of Probate

All is oustanding!
Miss C Chesterfield

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

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

Excellent service from start to finish at a very difficult time.
Ms D, Danesmoor

Very friendly experience with clear and uncomplicated explanations, giving us confidence in the professional service.
Mr & Mrs L, Grindleford

The service I received couldn't have been better!
Mrs C, Chesterfield

We were very happy with the service we received, we would definitely recommend.
Mr & Mrs W, Shuttlewood

We found Banner Jones to be very friendly. They directed us through all the necessary channels. And were extremely helpful, putting my husband and myself at ease at such a sad, stressful time. A big thank you.
Mr & Mrs T, Stretton

Thank you for everything you did to help us through a difficult time.
Mr M, Mansfield

Thank you for your excellent service, prompt attention and being kept up to date.
Mrs P, Old Whittington

For ourselves – we do not think that you could have improved any part of the service. All dealings with our advisor were very satisfactory. Thank you. We would not hesitate to contact Banner Jones if needed.
Mr & Mrs D, Wingerworth

The efficiency and respect with which my late husband’s Will was administered could not have been better. Many thanks.
Mrs W, Warsop

Excellent, professional and supportive communication throughout. Thank you very much, Kat.
Mrs B, Shirland

Very efficient service at a difficult time which helped matters go smoothly
Mrs S, Dronfield

Very efficient, friendly and professional. We would definitely recommend to friends and family. They made the whole experience problem free.
Mrs W, Mansfield

We’re really grateful for the work you did for us. 10 out of 10!
Mr & Mrs S, Bridlington

Very easy to make appointments, very personal service from all people at Banner Jones, my solicitor was very friendly and put me at ease. If I needed a solicitor again, Banner Jones would be the first on my list.
Mr C, Dronfield

Brilliant service, kept well informed all the way through the process. Would definitely recommend.
Miss H, Nottinghamshire

Cannot fault the service, efficient, prompt and cautious. Matters explained very well and clearly. Pleasantly surprised.
Mr & Mrs D, Mansfield

Service provided was excellent. All the staff were very helpful, considerate and professional. I would highly recommend to friends and family.
Mr W, Nottinghamshire

Kat, the solicitor who assisted in arranging for the deputyship for my mother was extremely helpful in what I call distressing time where control of my mothers affairs have been passed onto me. Many thanks Kat for the pleasantness.
Mrs H, Chesterfield

Very clear communication, all of my questions were answered and nothing was rushed.
Mr & Mrs F, Chesterfield

Banner Jonesprovided me with a very professional and friendly service in difficult, personal circumstances and I cannot reccomend them enough. 10/10.
Mr T, Chesterfield

Excellent, efficient service, Katie was very pleasant and polite. We were made to feel at ease.
Mr Mrs C, Dronfield

Natalie was very professional and friendly. Good listener, very caring. Thank you Natalie.
Mrs M, Mansfield

All my dealings have been with Sarah who has always been professional, knowledgeable and extremely helpful. I would recommend Banner Jones.
Mr P, Derbyshire

Excellent, professional service.
Mrs M, Mansfield

Very good and friendly reception staff; excellent professioanl service; good comunication and timely attention to my work undertaken.
Mrs F, Chesterfield

Outstanding service. So very helpful, knowledgeable and easy to understand. A pleasant member of your team!
Mrs K, Sheffield

We recieved a promt, helpful and most efficient service. I wouldn't hesitate to ever use Banner Jones Solicitors again.

Amy was excellent - Thank you so much for all your advice.
Ms E, Chesterfield

I would just like to pass on my comments with regards to the first class service we received with the estate of my dear late mother.

We have been dealing with Banner Jones and I would like to say they have been excellent throughout. We have found them to be extremely efficient, helpful, understanding and friendly at this difficult time.

Also very accommodating with appointments as I work full time.

I would also comment she was very patient in dealing with my elderly father who struggles with severe hearing difficulty.

I have no hesitation in using your services again, we will shortly be making appointments to update the will for my father and in due course I will also be updating my own will with Banner Jones as all of our family affairs are with your company.

I will have no hesitation in recommending Banner Jones Solicitors to others, once again, thank you to you all.
Ms Carpenter

Banner Jones & Kat Wheeldon's help has got me through this last year. Their help and kindness was without doubt invaluable.
Mrs W, Chesterfield

Kathryn Wheeldon has provided me with an excellent service and I would recommend her to all of my friends and family.
Mrs R, Chesterfield

Excellent service! Becasue of illnesses, my new will from start to signing took half a day!
Mrs B, Nottingham

Excellent service! Thank you for all fo your help and making everything stress free for me. Will definitley recomment you.
Mr B & Mrs M, Chesterfield

Excellent Service from Banner Jones. Thank you.
Mr & Mrs L

Very helpful and understanding. Thank you.
Mrs B, Chesterfield

Very happy with all aspects of my treatment at Banner Jones. Thank you very much Katie.
Mrs A, Chesterfield

Excellent. Katie was very pleasant and helpful.
Mr & Mrs B, Chesterfield

Very thorough, professional and friendly service, thank you.
Mrs K, Chesterfield

Friendly, and vey helpfull staff.
Mr & Mrs J, Mansfield

Excellent, friendly service, my Will was updated very quickly for me, which I really appreciate.
Mrs P, Chesterfield

Natalie at Banner Jones helped us update our Wills. She was very thorough whilst being sensitive to our situation She made it an easy, simple process. We recieved our Wills quickly and completed the matter within 3 weeks!
Mr & Mrs F, Chesterfield

Excellent service from start to finish! Prompt, trustworthy, reliable and extremely helpful. Highly recommended!

Many thanks to Katie Woodward for her wonderful assistance.
Mr & Mrs C, Chesterfield

Very pleased with the service recieved. Natalie was a very pleasant and efficient person to deal with. I wouldn't hesitate to recommend your services. Thank you.
Mrs B, Chesterfield

Excellent service, all matters were dealt with in a very professional way.
Mr M & Dr R, Sheffield

We used Kat Wheeldon at Banner Jones for our Wills and Powers of Attorney. We always had a friendly but professional service. Details were explained clearly so that we understood exactly what was involved and required. Fees weere explained straight away. We shall return to Banner Jones for any further legal work.
Mr & Mrs Diprose

I have recieved help and advice from Katie Woodward, she is kind, considerate and professional. I would be pleased to recommend her to friends, family and colleagues. Many thanks.
Ms A, Chesterfield

I have been with this solicitors since the 60's and I have always been happy with this company. I was very happy with seeing Amy about my Will, she was very helpful.
Miss W, Mansfield

Banner Jones staff have always been professional and kind throughout my dealings with them. They have been very considerate towards my elderly Uncle, and met his needs - Whether his physical or mental impairments - Making adjustments to their practice with no hesitation at all.
Mr P, Chesterfield

Thank you so much for your excellent service in helping me making a Will.
Mrs B, Mansfield

We were very happy with the service provided.
Mr & Mrs W, Dronfield

Thank you all for your kindness and support in a very sad time in my life, you have helped so much.
Mrs W, Chesterfield

On behalf of Darren and myself I would like to thank you both for all your help and assistance in this matter.

Excellent and efficient throughout and handled with a professional and sensitive approach.
Mr T & Mr D

Thank you for last weeks meeting which we both found very informative, friendly and helpful. You were able to reassure us and put our minds at rest about the number of issues. Thank you once again.
Mr & Mrs B, Derbyshire

Because we are in our 90's and only essentially amending our Wills, Amy was very patient and extremely sensitive to our situation. She explained the issues involved in a manner whcih was very easy to understand. She gave us a great deal on confidence and we were extremely happy with the outcome.
Mr & Mrs W, Mansfield

All staff (off all levels) were very friendly & helpful. Tea/ coffees were made available at the outset and not as an afterthought. I can see no reason at all to not use Banner Jones again for any other aspects of my affairs! Thank you!
Mr M, Chesterfield

As far as I am concerned, Kat Wheeldon's service at Banner Jones is excellent.
Mrs W, Chesterfield

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Personal Representatives