
Expert advice to best provide for your family
Rachael Stephenson, Head of Wills, Trusts and Probate
Personal
Wills, Trusts and Probate
"Burnetts' Wills, Trusts and Probate team has exceptional knowledge and experience, which provides a high quality service." - Legal 500, 2020
We understand that providing financially for loved ones through life-changing events is a prime concern - and we are dedicated to helping you do exactly that. Our expert, trusted advisors are experienced in planning for the financial impact caused by death, divorce and retirement.
Our team handles a broad range of work. Our areas of expertise include:
- Wills
- Care Planning
- Inheritance Tax Advice and Planning
- Powers of Attorney
- Probate and Estate Administration
- Trusts and Charities
- Succession Planning
As a team we pride ourselves both on our legal knowledge and on being able to apply it to your best advantage; protecting your financial assets and explaining our advice in a clear and straight-forward manner. As part of a multi-disciplinary legal firm we have in-house expertise in areas from family law to commercial property to dispute resolution. We are also able to draw on the particular skills of accountants, financial advisers, investment managers, private banks and barristers.
Clients are loyal to us - they trust us. To keep that trust we take time to get to know them, appreciate their concerns and identify their priorities.
Each member of the team is accessible at our offices in Carlisle, Cockermouth, Newcastle and Penrith and we are also happy to visit clients at home.
As a team we have considerable experience in high value and cross-border estates and international wealth so understand the challenges they can present when dealing with estate planning, powers of attorney and estate administration generally.
Burnetts contested probate team can also help in the case of disagreements arising from the interpretation of a will or the division of an estate.
Get In Touch
Want to know more about Wills, Trusts and Probate? Contact us to find out more.
Rachael Stephenson
Head of Wills, Trusts and Probate
Rachael is a Partner and Head of Wills, Trusts and Probate team
Tracy Stainton
Senior Associate
Tracy is a Senior Associate in Burnetts' Wills, Trusts and Probate team
Tim Boardman
Associate Solicitor
Tim Boardman is an Associate Solicitor in Burnetts' Wills, Trusts and Probate team
Winter Addis
Associate Solicitor
Winter is an Associate Solicitor in the Wills, Trusts and Probate team
Martyn Wrightson
Practising Consultant
Martyn is a Practising Consultant in Burnetts' Wills, Trusts and Probate team
Gill Box
Probate Administrator
Gill is a Probate Administrator in Burnetts' Wills, Trusts and Probate team
Lucy Wallace
Probate Administrator
Lucy is a Probate Administrator in Burnetts' Wills, Trusts and Probate team
Sarah Elsy
Trust Administrator
Sarah is a Trust Administrator in the Wills, Trusts and Probate team