Administration of Estates 

Facing up to death and its consequences is one of the hardest things that any of us have to cope with.  If you are the personal representative of someone’s estate, it can often be daunting and difficult to deal with administering the estate while coping with the loss of a relative or friend.  As personal representative you will be responsible for assessing all property, possessions, money and other investments, collecting those due to the estate, paying any tax due and dividing the estate among those entitled to this.  This may involve completion of any tax forms and obtaining a Grant of Probate.  Our private client team has extensive experience in dealing with assets when someone dies and can help the personal representatives with their responsibilities in dealing with an estate to efficiently and sensitively guide you through this difficult time.  This can include assisting with the payment of inheritance tax or other tax, sales or transfers of property, payment of debts and the correct distribution of the estate.

A meeting can be arranged at our offices or we are very willing to visit you at home to outline the process involved in dealing with the assets and if necessary the process involved in obtaining a Grant of Probate after the death of a loved one.

Our experts in this area are Trevor Price, Lissa Brogden, Charlotte Birtles, Matthew Rogers, Kendra Winter, Lauren Addison, Katie Bird, Millie Coates, Hollie Wilson and Kate Taylor. They can be contacted by at 01768 862007 or at law@arnisonheelis.co.uk.

View our fees for Probate

Contentious Probate

Contentious Probate is a dispute in relation to a Will or to someone’s estate. Whether you wish to contest or are on the receiving end of someone contesting a Will or estate this can be extremely demanding as by their nature disputes over inheritance occur at times of emotional vulnerability and distress.

Arnison Heelis specialise in this often complex area of law providing sympathetic support and advice aimed at meeting our clients’ needs to find resolution as quickly and efficiently as possible.  Some of the more frequently encountered situations where we are asked to advise include:

  • Dissatisfaction with the financial provision received out of the deceased person’s estate whether under the terms of the Will or on the rules upon Intestacy
  • Unanticipated gifts made by a relative late in his or her life
  • Lost or destroyed Wills
  • Contesting a Will
  • Wills made under duress or undue influence or where the person concerned did not sufficiently understand what he or she was doing.
  • Allegations of property being misappropriated by relatives
  • Disputes between executors or beneficiaries and trustees or executors
  • Negotiating settlements to avoid the cost of litigation where appropriate

There are important time limits – sometimes as short as six months from the date of death in which to bring a claim.  Therefore, it is vital to seek advice at a very early stage if a claim is to be successful.

Our expert in this area is Michael Robson and Kian Mallinson who can be contacted at 01768 862007 or at law@arnisonheelis.co.uk.

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Our Team of experts

Trevor Price

Director

Trevor obtained a first class honours degree in history before qualifying as a solicitor in 1987.  He has been at Arnison & Co since 1985 working as a private client lawyer, where he has helped thousands of families and individuals.  His particular interest is in elderly client issues and asset protection and dealing with the more complex probate disputes.

He used to be an avid rock climber before family life intervened but retains a passion for the Lake District.

Trevor is a member of the Solicitors for the Elderly and the Association of Contentious Trusts & Probate Specialists.

Trevor holds the SFE Older Client Care in Practice Award.  He has a clear understanding of the needs of older and vulnerable clients and their families and of the additional considerations that need to be made in dealing with them.

Areas of experience:

  • elderly client issues
  • estate and trust administration
  • wills
  • Court of Protection applications
  • Lasting Powers of Attorney

Lissa Brogden

Director

Lissa was born in Penrith and has lived there all her life. She attended Queen Elizabeth Grammar School until 1987 when she began her training to become a Legal Executive.

She qualified as a Fellow of the Institute of Legal Executives in 1996 and continued her studies to become a Solicitor, qualifying in 2002. She has worked locally since leaving school in 1987, including working for Eden District Council from 1994 until 1997 when she joined Arnison & Co Solicitors. Lissa became a Director in the firm in May 2015.

Lissa works in the Private Client department and is the firm’s Anti-Money Laundering and Compliance Officer for Legal Practice.

Outside of work Lissa enjoys spending time with her family and various pets.

Charlotte Birtles

Director

Charlotte was born and raised in the Eden Valley. She obtained a BA (Hons) in Economic and Social History from the University of Hull in June 1998, followed by completing the Common Professional Exam in June 2000, the Legal Practice course in June 2001 and qualifying as a solicitor in November 2003.

Returning to the local area, she joined Heelis Solicitors in 2005, becoming a director in the firm in 2007. Following the merger with Arnison and Co Solicitors, Charlotte now runs the office in Appleby specialising in conveyancing, the preparation of wills and powers of attorney and the administration of estates. Over the course of her career, she has helped thousands of families and individuals.

Charlotte enjoys music, whether it be singing in a local group, attending concerts or playing for her own pleasure. She also loves spending time with her family and travelling abroad when possible.

Matthew Rogers

Director

Member of the Society of Trust and Estate Practitioners (STEP)

Matthew is the Head of Private Client and supervises this department.  Matthew deals with all aspects of private client work, including wills, succession planning, inheritance tax planning, powers of attorney and advice in connection with trusts, estates and property matters. He has a particular interest in agricultural estates and advising farmers and rural business owners on private client matters.

He has attained the STEP Advanced Certificate in Administration of Estates, the STEP Advanced Certificate in Will Preparation and the STEP Worldwide Excellence Award, December 2017

Kendra Winter

Solicitor

Member of the Society of Trust and Estate Practitioners (STEP)

Born and brought up in Cumbria, Kendra was educated at Queen Elizabeth Grammar School in Penrith before graduating with a LLB (Hons) Law Degree from the University of Leicester.  She obtained a distinction on the Legal Practice Course at the College of Law in Manchester.  Kendra qualified as a solicitor in September 2013 and joined Arnison Heelis in February 2025.

Kendra specialises in private client law and provides advice in relation to wills, estates, trusts, powers of attorney and Court of Protection matters.

Kendra is a full member of STEP (The Society of Trust and Estate Practitioners).  She received a STEP Worldwide Excellence Award in 2018 after gaining the highest mark in the country in the STEP Advanced Certificate in Will Preparation exam. Kendra has also passed the STEP Advanced Certificate in Advising Vulnerable Clients with a distinction.  Kendra is a Full Accredited Member of the Association of Lifetime Lawyers (formerly Solicitors for the Elderly) and is a Dementia Friend.

Outside of work, Kendra enjoys walking in the Lake District and playing golf.

Lauren Addison

Solicitor

Affiliate Member of the Society of Trust and Estate Practitioners (STEP)

Lauren joined Arnison Heelis in September 2019 where she completed her two-year training to qualify as a solicitor in our Private Client department in September 2021.

Lauren specialises in administration of Estates, preparation of Wills, Powers of Attorney and Deputyship Applications with the Court of Protection.

Lauren is a member of STEP and has gained her Certificate in Trusts and Estates and her Advanced Certificate in Will Preparation. Lauren is also a trained Dementia Friend.

Lauren was born and raised in the Eden Valley, attending Appleby Grammar School where she was appointed as head girl in the sixth form. In her spare time Lauren likes to travel and see new places, but always loves a nice walk in the lake district fells.

Email: law@arnisonheelis.co.uk

Katie Bird

Probate Assistant
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Katie Bird

Probate Assistant

Katie was born and raised in the Eden Valley and educated at Ullswater Community College in Penrith. She obtained an honours degree in Psychology and Criminology from the University of Chester in 2012, before joining Arnison Heelis in 2015. Spending six months initially working as a Personal Assistant to the Head of the Private Client Department, Katie then progressed to become a Paralegal, specialising in Probate and Estate Administration.

Katie attained her Central Law Training (CLT) Certificate in Probate and the Administration of Estates in 2016 and has subsequently studied with the Society of Trust and Estate Practitioners (STEP), passing the STEP Certificate in Trusts and Estates in 2018 and the STEP Advanced Certificate in Administration of Estates in 2022, achieving a Distinction. Katie works in administering a range of Estates, both testate and intestate, and ranging in value from the very modest to those worth several million pounds.

In her spare time Katie enjoys running and fell walking and is over halfway through completing the Wainwrights. She also plays pool and competes in the local Eden Valley Pool League.

Millie Coates

Solicitor

Having attended Queen Elizabeth Grammar School Penrith, Millie later went on to graduate from the University of Central Lancashire with a First Class Honours Degree in Masters of Law in 2021, and commenced her training contract with Arnison Heelis in September of 2021.

Following the completion of her training contract, Millie qualified as a solicitor in September of 2023 and has now taken her seat in the Private Client department, where she specialises in writing Wills, preparing Lasting Powers of Attorney and the administration of estates.

Millie is a member of the Society of Trust and Estate Practitioners (STEP) and was awarded a Distinction in STEP’s Certificate in Trusts and Estates in 2024.

Outside of work, Millie is an active member of Penrith Netball Club and is currently vice-captain for her team competing in the Carlisle Netball League. In addition, Millie manages Penrith Futures, a networking group for young professionals in the local area.

Hollie Wilson

Trainee Solicitor
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Hollie Wilson

Trainee Solicitor

BA Hons

Hollie grew up in Greater Manchester and moved to the Eden Valley in 2020.  She graduated from the University of Leeds in Summer 2021 with a first-class honours in Environment & Business BA (Hons) and is currently doing the MA Law with SQE1 at the University of Law.  Before coming to Arnison Heelis, she previously worked in the Private Client department at another local firm.

Hollie commenced her Training Contract in September 2023 and has completed her first seat in the Civil Litigation department.  She is now undertaking her second seat in the Property department where she is assisting with residential conveyancing and various other property matters.

Outside of work Hollie enjoys Pilates, travelling to new countries and is a Manchester City season ticket holder.  Hollie is also on the committee of Penrith Futures, a networking group for young professionals in the local area.

Kate Taylor

Probate Assistant
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Kate Taylor

Probate Assistant

Kate was born in the local area but left to study at Northumbria University, graduating with First class honours in 2012 for English Literature and completing an MRes (Distinction) for Creative Writing the following year. She joined the firm as Probate Assistant in 2018 and holds a CLT (Central Law Training) certificate in Probate and the Administration of Estates.

Michael Robson

Director

Michael is the Head of Litigation and supervises this department.  He qualified as a solicitor in 1985.  Since then he has acquired a wealth of experience in property, contentious probate litigation and in the handling of commercial property transactions.

Michael moved to Cumbria from his London firm in 1996, becoming a Partner in a Carlisle based firm with offices in Newcastle and Teeside. He joined Arnison Heelis in 2012. He lives in the Eden Valley.

Kian Mallinson

Solicitor

Kian attended Ullswater Community College in Penrith and went on to study Law at Manchester Metropolitan University.  He graduated with first class honours. Kian also completed his Legal Practice Course and Master of Laws LLM, at Manchester Metropolitan University, achieving merit level passes.

Outside of the office, Kian is a keen Manchester United fan and loves attending various football matches all over Europe. He enjoys hiking up the various fells the Lake District has to offer and is due to compete in Total Warrior this summer.