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 8 months

Opening hours

Monday 09:00–17:00
Tuesday 09:00–17:00 (Open)
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 25 Reviews
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Chris Hill

Verified
Wills, Trusts & Probate

Administration of Estate 2025

All of our dealings with Banner Jones, whether in person, by email, or on the telephone were conducted with respect, professionalism and reassurance.

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A representative from Banner Jones Solicitors responded to this review

Thank you for taking the time to leave us a review - we are happy that we could assist you on your matter.

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Susan Ward

Verified
Wills, Trusts & Probate

Will

Very helpful and pleasant they will go out of their way to help in all situations

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A representative from Banner Jones Solicitors responded to this review

Thank you for taking the time to leave us a review - we are happy that we could assist you on your matter.

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Mrs Morgan

Verified
Wills, Trusts & Probate

Will Completion

An easy to contact welcoming team, nothing was too much trouble

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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 with us.

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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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A representative from Banner Jones Solicitors responded to this review

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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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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