Assisted Probate

Let me help you solve the legal ‘paper chase’ after the death of your loved one.

Dealing with the legal paperwork after the death of a loved one can be an overwhelming and challenging time.

I understand that you may need time to grieve and process your emotions, and the last thing you want to deal with is administrative tasks and complicated legal jargon.

That’s where I come in. I’m here to help you navigate through the legal paperwork and administration, so you can focus on what really matters – spending time with your loved ones and processing your grief.

But, there is no avoiding the paper chase of Probate. It is something that needs to be done if your loved ones estate is over £5,000 in value. It could be you are concerned about Inheritance Tax or other matters.
I am here to help you with.

You can read below to see what others have said about me and my work in this area. You can read them yourself here.

At The Finance Zone, I provide a pay-as-you-go, no surprises service for probate administration.

This means that any fees are fixed in advance, and you’ll be kept updated at every stage of the process. I offer a done with you service, this means you will reduce the costs substantially and you keep full control of the affairs – but I provide the professional administration service you will need to complete the probate process.

Ready to talk – no obligation call. Book yours today. Click Here

I offer a “pay as you go monthly” for those of you that need full service, which means you won’t have to find large sums of money upfront. But I also offer a forms only package which means you get all the complex bits done – and reduce your costs substantially.

I understand that it can be difficult to find money when you’re dealing with the loss of a loved one, so I want to make the process as easy and stress-free as possible, it is my aim to make sure you keep as much from the estate as possible.

In the event of a death, there is a good chance you’ll be overwhelmed with the amount of paperwork and the number of things that need doing. Solving the overwhelm at this difficult time is what I do.


Even using a local solicitor you could end up having to pay many thousands of pounds in fees for probate. That is one problem I can solve for you.

I’ll handle all the complicated paperwork and liaise with the relevant organizations on your behalf, including the Inland Revenue, banks, and insurance companies. This means that you won’t have to spend hours on the phone or worry about filling out forms incorrectly and you remain in control.

You will get all the help and support you need, with professional guidance at each stage of the process. Even if you just want to talk through your options, I’m here to listen and provide friendly guidance.

It’s important that you understand the process before you start, and I’m here to help you every step of the way. You don’t need a solicitor to take control, but you will benefit from some help.

You will get Personal Probate service that is quick and leaves you in full control, stress-free. With me taking over the boring and time-consuming administration on your behalf, you can focus on grieving and processing your emotions. You can get in touch using the form below, no obligation this comes directly to me unlike most solicitors I answer my own phone and reply to my own emails. I am always available to you, as part of the service.

    If you’ve recently lost a loved one and are feeling overwhelmed with the paperwork and administration, I’m here to help. Let’s work together to make this difficult time a little bit easier for you. You can make some more enquiries or schedule a call. Ready to talk – no obligation call. Book yours today. Click Here I am always happy to talk about where you are and see if I can help

    My reviews are below. You can view all of these over at Google Reviews

    Winding up someone else’s affairs was never going to be easy, it’s not something you or I can ever prepare for.

    On top of the emotional issues – you’ve now got a pile of papers to sort through. And a complex legal process to find a route into and out of .

    Then there is the issue of what to do next, who to call, what papers are needed and when?

    Stop, get in touch with me today. I’ll gladly give you the information you need to start you off, you can then decide the things to tackle first. 15 minutes of telephone time, no cost, no obligation – I won’t even follow up with you unless you ask. No obligation call. Book yours today. Click Here

    The link to book your free consultation is here. No obligation, no matter how complex.

    I’ve spent over thirty years in mainstream financial services and now work solely in a number of areas. One of these is dealing with the issues on death – probate.

    You will benefit from a fixed fee service. So you don’t have any surprises and I wilkl keep you informed as to the progress. Usually it takes weeks instead of the ‘usual months’ to prepare an application. Much of this work you will have to do even if you appoint a legal firm – only I can do all of that for you.

    You stay in control with my help and advice.

    Even if you and can’t work together – my help and guidance will help you make better decisions.

    I will do all of this for you…

    • I will deal with all of the ‘authority’ organisations on your behalf
    • I will deal with the probate office for formalising the estate
    • I will deal with the inland revenue for the calculations of any inheritance tax and work with them with them on your behalf.
    • I will help you deal with the collecting of all funds due. And help settle all liabilities but I do not have access to any of the funds – all monies are handled by you the executor (spouse or child).
    • All of the paper chasing/follow ups and feedback is dealt with for you.
    • Land registry dealt with on your behalf.

    The entire process keeps you in control and at a vastly reduced cost.

    Go and speak to a Solicitor first, go and find out how much they will charge you do deal with the papers, and then give me a call.

    There is no need for you to be involved at all. You carry on with your life – at a difficult time, knowing everything is being done for the deceased in a timely and efficient manner.

    I also offer a complete money back guarantee. If you are not happy at anytime with my work then I’ll refund any money you have paid – and not charge you for work done to date. I want you to be 100% happy and relaxed – so I make it no risk for you.

    The link to book a consultation is here. No obligation, no matter how complex. Or you can access my diary here

    You do of course have a choice.

    Lose control of the affairs and pass it on to a third party legal firm. Appoint another specialists or keep control of the process with my specialist help. And pay a small fortune in order to get the thing moving forward or you and I can work together in order to solve the probate conundrum.

    • You won’t have to take time off work in order to deal with the endless forms.
    • You won’t have to get together with a couple of family members and muddle through, using GOOGLE to work through the difficult bits.
    • You won’t have to buy a book on the subject and hope that helps.
    • You do have the option of speaking to a couple of your friends and neighbours. Only to find that they also faced similar problems to you and found the only way to avoid the time-consuming paper chase was to hand the whole thing over to a local Solicitor, and that is no longer true. The system has changed fundamentally in recent years – and now you can save many thousands .

    The key to all of this a is a different way of dealing with probate. Done with you.

    All enquiries are treated in the strictest confidence and with no time pressure.

    Not so long ago the only option you had was to use a solicitor or the DIY route, of course the local bank was interested but as relationships soured in this area less and less work is being picked up by them.

    Commonly Asked Questions and Answers.

    What is probate?

    • On the death of an individual, someone has to deal with their estate (money and stuff).
    • Debts have to be paid and debts due have to be collected.

    Probate is the ‘state authority’ given to one or more persons to deal with these outstanding matters (officially they are called Executors or Trustee’s).

    The Probate Office provides a document called a Grant of Representation which allows the executor to deal with the affairs of the deceased, collect and repay debts etc.

    This document is required to show the correct person or persons have the Probate Service’s authority to administer an estate. That’s it.

    Married Couples/Civil Partners Beware

    Married couples and Civil Partners get a double whammy by the legal profession in relation to probate because they are charged by solicitors for winding up your affairs even if you have a mirror will and joint assets.

    This means that the process of winding up your affairs is dead simple (excuse the pun) yet the full rate is still charged.

    An average estate valued at £170,000 could expect to find in the region of £9,000 (plus VAT) prices compared in March 2022 (Dorking, Crawley and Tonbridge). With a little planning, and some help from me you could be doing it for considerably less.

    Remember the term “GoodWill” originally comes from the ‘number of good wills in their office cabinets’ i.e the number of Wills Solicitors are appointed to act as Executors on. This guarantees them future income. Everyone dies.

    You need to make sure that your final Will does not appoint a third party who is able to charge for their services.

    The business of probate is an administration job, a paper chase. It does not need a bright legal mind but it does need someone who understands the process and how the system works in order for you, as executor (trix) to fulfill your obligations.

    Contact me below when you are ready. A probate service for the modern world. You can schedule a call, here is my diary. Click Here no charge to talk – the main thing for me is that you get the help you need.

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