Jake Coy

Probate Executive

Accepting new clients via ReviewSolicitors

Jake Coy is a highly experienced Probate Executive in the Private Client department at Banner Jones Solicitors, based in the Sheffield office. He joined the firm in September 2024, bringing with him over a decade of specialist experience in Private Client law. Jake is also a recognised Dementia Friend, demonstrating his commitment to supporting vulnerable clients and their families with empathy and understanding. Probate & Estate Administration As a probate specialist in Sheffield, Jake provides expert support across a wide range of probate and estate matters, including: Applying for Grants of Probate and Letters of Administration Full estate administration, including complex and high‑value estates Managing intestate estates where no valid Will exists Inheritance Tax (IHT) reporting and compliance Asset distribution and beneficiary communication Liaising with HMRC, financial institutions, professional executors and beneficiaries Trust Administration Jake also assists with a wide range of trust matters, including: Administration of lifetime and testamentary trusts Trust registration Ongoing trust compliance Providing guidance to trustees Court of Protection (COP) His Court of Protection work in Sheffield includes: Preparing and submitting Deputyship applications Advising families supporting individuals who lack capacity Preparing associated documentation Wills & Lasting Powers of Attorney (LPAs) Jake supports clients with Wills and LPAs in Sheffield: Drafting mirror and complex Wills Preparing and registering Lasting Powers of Attorney for: Property & Financial Affairs Health & Welfare Professional Background Jake began his legal career at the age of 19 and has worked exclusively in Private Client law for over 10 years. His background includes: Estate planning Inheritance Tax advice Deeds of Variation Preparing supporting documentation (including severance of joint tenancy) He is known for his calm, empathetic manner and his ability to guide clients through complex legal processes with clarity and care. Whether you are dealing with the administration of an estate, trust matters, Court of Protection issues, planning for the future, or seeking advice on Wills, LPAs or Inheritance Tax, Jake offers a professional and approachable service tailored to your individual needs Qualifications Jake has completed the STEP Certificate in Trusts and Estates (England & Wales), a recognised Level 4 qualification demonstrating foundational expertise in estate administration, trust law and succession. He is currently continuing his studies with the aim of obtaining Full STEP Membership (TEP). How Jake Helps Clients Jake provides a professional and approachable service tailored to your individual needs, whether you require help with: Estate administration Trust matters Court of Protection issues Wills and LPAs Inheritance Tax and estate planning

  • Regulated by: The Solicitors Regulation Authority

  • Based in Sheffield, South Yorkshire
  • Licensed for 1 years

Accepting new clients via ReviewSolicitors

Jake Coy is a highly experienced Probate Executive in the Private Client department at Banner Jones Solicitors, based in the Sheffield office. He joined the firm in September 2024, bringing with him over a decade of specialist experience in Private Client law. Jake is also a recognised Dementia Friend, demonstrating his commitment to supporting vulnerable clients and their families with empathy and understanding. Probate & Estate Administration As a probate specialist in Sheffield, Jake provides expert support across a wide range of probate and estate matters, including: Applying for Grants of Probate and Letters of Administration Full estate administration, including complex and high‑value estates Managing intestate estates where no valid Will exists Inheritance Tax (IHT) reporting and compliance Asset distribution and beneficiary communication Liaising with HMRC, financial institutions, professional executors and beneficiaries Trust Administration Jake also assists with a wide range of trust matters, including: Administration of lifetime and testamentary trusts Trust registration Ongoing trust compliance Providing guidance to trustees Court of Protection (COP) His Court of Protection work in Sheffield includes: Preparing and submitting Deputyship applications Advising families supporting individuals who lack capacity Preparing associated documentation Wills & Lasting Powers of Attorney (LPAs) Jake supports clients with Wills and LPAs in Sheffield: Drafting mirror and complex Wills Preparing and registering Lasting Powers of Attorney for: Property & Financial Affairs Health & Welfare Professional Background Jake began his legal career at the age of 19 and has worked exclusively in Private Client law for over 10 years. His background includes: Estate planning Inheritance Tax advice Deeds of Variation Preparing supporting documentation (including severance of joint tenancy) He is known for his calm, empathetic manner and his ability to guide clients through complex legal processes with clarity and care. Whether you are dealing with the administration of an estate, trust matters, Court of Protection issues, planning for the future, or seeking advice on Wills, LPAs or Inheritance Tax, Jake offers a professional and approachable service tailored to your individual needs Qualifications Jake has completed the STEP Certificate in Trusts and Estates (England & Wales), a recognised Level 4 qualification demonstrating foundational expertise in estate administration, trust law and succession. He is currently continuing his studies with the aim of obtaining Full STEP Membership (TEP). How Jake Helps Clients Jake provides a professional and approachable service tailored to your individual needs, whether you require help with: Estate administration Trust matters Court of Protection issues Wills and LPAs Inheritance Tax and estate planning

  • Regulated by: The Solicitors Regulation Authority

  • Based in Sheffield, South Yorkshire
  • Licensed for 1 years

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5.0
Excellent
95%+
Value for
Money
95%+
Success
Rate
95%
Would
Recommend
Communication 5.0/5
Initial Impressions 5.0/5
Approachability 5.0/5
Documentation Accuracy 5.0/5
Legal Knowledge 5.0/5
Value for money 5.0/5
Expertise

Experience

  • Banner Jones Solicitors

    Probate Executive

    2024 - Present 2 years and 5 months

Opening hours

Monday 09:00–17:00
Tuesday 09:00–17:00
Wednesday 09:00–17:00
Thursday 09:00–17:00
Friday 09:00–17:00
Saturday (Closed)
Sunday (Closed)

3rd Floor, 11 Leopold Street, Sheffield, South Yorkshire, S1 2GY

Reviews

5.0 /5 22 Reviews
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A Corker

Verified
Wills, Trusts & Probate

Lasting Power of Attorney and Will

It was a pleasure to have Jake's help to make my Will and go through the LPAs with me. As always, he was polite, friendly and professional at all times.

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Thank you for your review; we’re pleased we could assist you and support your matter.

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Andrea

Verified
Wills, Trusts & Probate

My Will

As always Jake was very friendly and gave excellent advice regarding the process of making my will. I would highly recommend him to other people.

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Thank you for your review; we’re pleased we could assist you and support your matter.

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Landlord Al

Verified
Wills, Trusts & Probate

Great start, enjoyable race, superb finish 😊

I was looking at doing my will with the National Free Wills Network through the Charity Parkinson’s and I wanted a Solicitors who offered a ‘Home visit’. When I called Banner Jones I was nervous but Vicky who answered made me feel calm immediately as she knew exactly what I was calling about regarding Wills through Charitys. I wasn’t passed around the offices as Vicky sorted an appointment date for my appointment there and then. I was slightly nervous before the appointment as it was an extremely important thing for me to do and I needed it to go well. The appointment was on time and when I opened the door I was met with 2 smiling friendly faces - Aimee and Jake. On entering they respected my property and I felt immediately at ease. A Will is more than often than an emotional and sometimes somber affair but I’m not like that and they could both see straight away that I didn’t want it conducted that way. They followed my humour and it was a great experience with laughs but they were both very professional at all times. Every question I had was answered without a pause as both Aimee and Jake knew their stuff inside and out - the whole visit was wonderful. They left me feeling so relieved to have had such a comforting and comprehensive visit and my relief was palpable. Following up via phone or email to add certain details I omitted and a couple of thoughts I was left with to ponder was flawless. Emails responded to immediately and calls returned promptly if Aimee was out of the office. The second visit to sign the will was just as enjoyable with Aimee and Jake arriving together giving the continuity of a professional company. A copy of the completed signed will was instantly posted out and in keeping with efficiency that the whole process was conducted in. I requested a couple of extras like an extra copy for my executor and an emailed copy for my files - nothing was too much trouble. Lovely follow up messages saying that if I have any other questions etc to contact them at anytime. The review is obviously for Banner Jones the company but in truth it is for Aimee and Jake (and Vicky) whose professionalism, compassion and humour made this a wonderful experience from start to finish - they have such affable personalities. So to finish as my title says. Great start - Vicky, enjoyable race - Aimee and Jake, superb finish Aimee and Jake representing Banner Jones a great company to deal with who’s names I will shout from the rooftops and recommend whole heartedly to family, friends and anyone who will listen. Ps note to the bosses. All 3 are a credit to Banner Jones so maybe a salary review could be on the cards 🤔

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Thank you for your review. We are glad that you had a good experience with us and hope to work with you again in the future.

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Peter Botham

Verified
Wills, Trusts & Probate

Fathers Probate

Jake was excellent, in what is a farce of a Probate system! He explained the how everything works together with timelines and information required.

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Thank you for your review. We are grateful that you took the time to share your experience with us.

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Anonymous

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Wills, Trusts & Probate

Administration of deceased estate

Jake and his team administered the estate of my deceased mother and the sale of her property as I was live overseas. The service he provided was exceptional, always keeping me updated on progress and him and his team were a pleasure to deal with at a difficult time.

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Thank you for taking the time to leave us a review. We’re pleased to hear that you had a positive experience.

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Other Reviews

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Beverley Allen

Wills, Trusts & Probate

Beverley

I would definitely recommend Banner Jones Solicitors, especially Jake Coy & Savannah, who provided us with all the help we needed when dealing with my mum's estate.

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Thank you for taking the time to leave us a review, we are glad to hear that you had a good experience.

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Roger

Wills, Trusts & Probate

Roger

Very grateful to Jake for all the help with finally sorting out my late brother's estate

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Thank you for taking the time to leave a review. We are delighted that you have had a good experience with us.

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Angela

Wills, Trusts & Probate

Angela

Excellent service received from Jake Coy Probate Executive from the Sheffield branch of Banner Jones. Jake was so kind and professional and kept us updated, and informed us of any current progress throughout . It was a pleasure and honour to have Jake to deal with our case.

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We are delighted that you have had a good experience with Banner Jones. Thank you for taking the time to leave us this review.

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