Wollens
Client SatisfactionWollens‘ ’extremely approachable and knowledgeable‘ team combines expertise in estate administration matters with a longstanding record of mental capacity work, allowing it to comprehensively serve both high-net-worth and vulnerable clients in the region. The team regularly advises on the execution of trusts with domestic and overseas business and property assets, and Katrina Vollentine and Edward Lee routinely act as court-appointed deputies on financial and welfare matters. Lee co-heads the team alongside estate administration expert Charlotte McGregor and wills and trusts expert Karen Miller.
Testimonials
Collated independently by Legal 500 research team.
‘From the moment Katrina Vollentine took my case, I felt I could finally sleep at night! She took all my problems and confidently dealt with them. I felt she was personally invested in finding a solution.’
‘Katrina Vollentine and Edward Lee are standout deputies in the southwest, assisted by a strong support team. The team are extremely personable and have a wonderful way of dealing with clients, quickly establishing a client's needs and ensuring they are met. Very high levels of client care are delivered.'
‘The team at Wollens are extremely approachable and knowledgeable and are keen to understand the needs of their clients. My experience is that they are inquisitive as to the ways which other professionals can help their clients achieve good outcomes.’
‘Karen Miller and I have collaborated on complex family cases where multi-generational planning is involved and her approach has been truly open minded in how to best meet client needs. This is unusual in my experience, and it takes a lot of skill and understanding of the wider planning landscape to be able to adapt one's thought process as the case progresses.’
'Christopher Linton stands out in this sector across the South West. His knowledge, speed of service, and ability to build rapport and establish long term relationships, sets him apart from others.'
‘Charlotte McGregor is the prime example of what Wollens do well. I have no hesitation in putting her name forward to clients whenever asked. She has a clear understanding of her subject, an excellent presentation of that subject, and leads her team by example. She has the ability to put clients at ease from the word go.’
‘Karen Miller is very experienced with comprehensive knowledge of the estate planning area. Good appreciation of specific family circumstances.’
‘Measured and pragmatic approach to dealing with potential conflicts between family members, executors, trustees and beneficiaries when dealing with the winding up of a deceased's estate.’
Practice head
The lawyer(s) leading their teams.
Edward Lee, Charlotte McGregor, Karen Miller