Personal Representatives
Personal Representatives in Chesterfield, Sheffield, Dronfield and Mansfield
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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.
Want to know more?
Advice on Probate
We know how difficult it can be to lose a loved one and we would like to help you by covering some of the basics of dealing with probate.
Essential considerations when completing probate online
We know losing a loved one can be a very difficult and emotional time and that being an executor of a will is a big responsibility. This guide is essential reading if you are considering online probate.
What to Do When Someone Dies
We know from experience that when you lose a loved one it is often difficult to know what to do first. This simple guide will help you prioritise between what needs to be done urgently and what can be dealt with later.
Common Personal Representatives Questions
Dealing with an estate is a complicated, time consuming, and difficult process, so it is common for people to appoint a solicitor as their professional executor, to reduce the burden on family and friends. As a long-standing law firm in the area, we have been appointed professional executors by many people over the years. Please be assured that, whilst our offices are currently closed, our teams are all still working remotely and are fully able to continue in their roles of administrating the estate. The work involved in administering an estate is carried out by communications through e-mail, phone and post, all of which we still have usual access to. We are working with local contacts to ensure we are still able to deal with funeral and property arrangements, and are liaising with Government bodies to make sure we can still obtain Death Certificates and Grants of Probate. For more information on our Full Estate Administration service click here. We have been in touch with our local Registry Office who have confirmed that because they are classed as key workers, they will continue to remain open to register deaths. This will allow us to then progress your matter as normal. We are however anticipating delays with the turnaround at the probate registry as things progress, but we will keep you updated as we know more.
Banner Jones have been appointed as the professional executors in the Will. Are you still able to act during the current circumstances?
How do I register a death?
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
Thank you, Amy; for all your help and kindness. Best wishes
Mrs P, Chesterfield
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
Thank you for your excellent service, prompt attention and being kept up to date.
Mrs P, Old Whittington
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
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 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
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 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
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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