Wollen Michelmore Solicitors Devon

Back to services

Wills, Probate & Private Client

The expertise of Wollen Michelmore's private client lawyers has long been recognised by clients and other professionals alike.

Our high standard of work is demonstrated by the positive satisfaction levels of our clients with the services we provide and by our lawyers’ professional memberships and accreditations.

Most of our lawyers are members of the Society of Trust and Estate Practitioners (STEP). Our lawyers also list the Charity Law Association, Solicitors for the Elderly, the Law Society’s Probate Section and the Association of Contentious Trust and Probate Practitioners amongst their professional memberships.

You are always assured of receiving top quality and specialist advice from us.

The main categories of work undertaken in this department are:

Wills

A properly drawn will can save a great deal of expense and possible dispute in the future and may also achieve significant savings in Inheritance Tax. The fee for the preparation of a will is usually very modest regardless of the value of the person’s assets.

Power of attorney and Court of Protection

We also handle the preparation and administration of lasting powers of attorney and Court of Protection applications. We believe that most people should be encouraged to grant lasting powers of attorney so that someone is able to handle their affairs if they become incapacitated.

If someone becomes mentally incapacitated and no lasting power of attorney (or enduring power of attorney) is in place, we can help guide you through the Court of Protection procedures necessary to deal with the incapacitated person’s property and financial affairs, and any welfare decisions that may need to be made.

PROBATE & ADMINISTRATION OF ESTATES

We deal with the administration of deceased persons’ estates of all sizes and complexity in a sympathetic and efficient manner at a time when personal attention by our partners and staff is particularly important. Not only do we attend to the technical complexities but also the practical necessity, such as arranging the funeral, securing the house and assets and generally providing support, help and advice to the deceased’s loved ones

Setting up and managing trusts

The establishment and administration of trusts and settlements together with general advice on inheritance tax mitigation is a core part of the activities of this department and we can advise on all aspects of these complex subjects. We can advise on inheritance tax planning directly or as part of our service when making wills or setting up trusts/settlements.

Setting up and managing charities

We are closely involved in the formation and administration of charitable trusts and are members of the Charity Law Association.

Advising on Inheritance Act Claims and estate litigation

We can advise on potential claims under the Inheritance (Provisions for Family & Dependants) Act 1975 and will undertake litigation if required.

Another service we offer: Storage of Investments

Using our fireproof storage facility, we store investment documents such as share certificates, life insurance policies and passbooks. Each client is sent a schedule on a yearly basis and no charge is made for this facility. We can also store Wills and Deeds if required.

WHAT'S INVOLVED & PRICING

Estate Administration

DEVON SOLICITORS SHINE AT LAW SOCIETY AWARDS

Wollen Michelmore Solicitors know just how special it feels to be selected as a national award winner, for the second time this year! 

The Law Society’s prestigious Excellence Awards took place at the Hilton, Park Lane in London and the Wollen Michelmore’s Private Client team were awarded the Excellence in Private Client Practice award recognising the team as England and Wales’s industry best.

For those who were present it was a fabulous surprise and an emotional occasion.  Katrina Vollentine, Head of the Private Client team said “Putting into words how our team has performed and how hard they’ve worked is hard. I am so very proud to receive this award on behalf of the Private Client team and know how much it means to everyone across the firm. I still find it hard to believe that we’ve won!”

The judges commended the Wollen Michelmore Private Client Team for their “unique approach in trying to understand the conditions of their clients in order to deliver the best service possible. To have such knowledge promotes greater understanding, caring, stand-out and forward thinking.”

“This year we received a record number of nominations for the awards, highlighting the extraordinary commitment of solicitors to serving their clients,” president of the Law Society Joe Egan said.

“Solicitors from every corner of the land were represented, which shows the breadth of quality throughout the profession.

“I want to congratulate all those who work at Wollen Michelmore for their extraordinary efforts and commitment to excellence.”

The 11th annual Law Society Excellence Awards were hosted by BBC’s Mishal Husain and the keynote address was delivered by Court of Appeals judge the Rt Hon Lord Justice Hickinbottom.

In May the Family team were recognised as among the best in the legal profession at the national Solicitors Journal awards held in London.

Chief Executive, Chris Hart, said “Attending the Law Society dinner in London was made extra special to see the Private Client team pick up this impressive award. 

The firm was also shortlisted for Excellence in Law Management and Wollen Michelmore Partner, Rachel Carter, was shortlisted in the Solicitor of the Year – Private Practice category. A great achievement and congratulations to all the team and everyone at the firm”  

 CONTACT

Katrina Vollentine Partner

Katrina Vollentine

Partner & Head of Private Client Team 

 

Alex Jenkins

Alex Jenkins

Partner 

Amanda Angus 

Legal Assistant

 

Anna Lewis 

Paralegal

 

Carol Wycliffe-Jones Associate Solicitor

Carol Wycliffe Jones

Associate Solicitor

 

Charlotte McGregor

Partner

Christopher Linton Solicitor

Christopher Linton

Partner 

 

Edward Lee Associate Solicitor

Edward Lee

Associate Solicitor

 

Emma Mitcham Solicitor

Emma Mitcham

Associate Solicitor and Notary Public

 

Helen Jarvis Solicitor

Helen Jarvis

Solicitor

 

Iain Douglas Legal Executive Elder Client

Iain Douglas

Legal Executive Elder Client

 

Isobel Yandle

Solicitor

 

Jaime Denega Associate Solicitor

Jaime Denega

Associate Solicitor

 

Karen Miller

Karen Miller

Solicitor

 

Laura Marsden 

Trust Administrator

Liz Crawford

Liz Crawford

Solicitor

 

Lynn Young 

Legal Assistant

 

Marinella Hollies partner

Marinella Hollies

Partner

 

Shirley Tull Partner

Shirley Tull

Partner

 

Steve Bell

Associate Solicitor

 

Tom Calder

Tom Calder

Associate Solicitor

 

Wendy Mansell

Associate Solicitor

 

Our DEVON Offices