Back in the day you had no choice, appoint a solicitor or do it yourself. Fast forward to 2022, the solicitor option is stupidly expensive and you are time short.

Assisted Probate is the answer.

Let me take the strain, deal with the paperwork and provide the advice and guidance you need…

To deal with HM Revenue and Customs.
To deal with the paper chase of probate.
To help you by providing the hands-on help you need.

Confidential, personal advice from a qualified expert in all financial matters.

There are things you need to know and do before you start to formalise any applications and it is vital you get the advice you need before you start the process of probate – this is why I offer everyone an initial 15 minute advice session. Just to smooth the way.

No charge, no obligation. I’ll also send you a copy of my Dying To Know document which explains much of what you need to know before you start with probate. Click here to contact me.

The death of a partner or parent is an awkward time, we have to grieve, need time to settle and work out what is going on in our head, and at the same time…

We have to deal with the admin, shift the paper, liaise with these organisations – and that is far from nice. Most of them are call centres and getting through on the phone can take hours, literally.

When all you really want to do is, phone some friends, let some distant acquaintances know about the funeral and cry.

Very often that’s the best thing for you and I to do.

After spending thirty five years in financial services and having to deal with my own family matters I realised that most of us needed a hand holding service when we lose a loved one.

Someone to help with advice and guidance, that understood the process the we need to follow, at the same time provide local support when required. Importantly, the fees needed to be reasonable and capped.

Probate Administration Solved – Pay as You Go Service

Over here at The Finance Zone I don’t just want to help you with your probate/probate application. I want to go the extra mile for you.

You can even read some of my reviews below- these are taken directly from Google Feedback.

This means

Any fees are fixed in advance with no surprises.
You’ll be kept updated at each and every stage.
You will be provide a with a ‘pay as you go monthly’ service – which means you don’t have to find big chunks of cash upfront.
Revenue forms and valuations done really quickly probate applications submitted in weeks not months.
Evening appointments if required.
All the help and support you need with professional guidance at each stage.

I deal with the Inland Revenue on your behalf, deal with all of the banks and insurance companies- all of the administration you are expected to deal with – all done!

Importantly you need to understand what the process is before you start or you will end up paying more tax on the estate than is required. If you don’t know what allowances are in place you could end up with a higher tax liability than you expect. Remember that many estates have no tax to pay at all.

Up Until Recently…

If you needed help dealing with a loved one’s affairs on death and if you needed that dealing with quickly and efficiently and in a way that suits you. You’d have to hand the whole thing over to a solicitor and pay for it with a king’s ransom.

You’d have no choice but to potter off to the local Solicitors office, hand over control and wait for the bill to arrive. Often this ran to several thousands of pounds. If you have just lost a partner – then there is no need to pay these costs, the process is really quite simple.

A few years back. When some of my clients started asking for help and guidance I realised there was a way I could help but with dramatically reduced costs and a lot less stress.

One that keeps you in control.
A way that reduces costs substantially.
Stops you have to deal with the mind numbing administration.
One where you could have a point of contact to talk about the personal bits and bobs.

Personal Probate Service

I can offer you a personal probate service that is quick, and leaves you to focus on the grieving. Let me deal with the admin, making it as painless as possible.

You also get the one to one guidance you’ll need, the little snippets that grease the wheels of a pretty tedious process. That make sure you pay the minimum amount of tax (if it is due at all).

A simple done with you service – me on the paperwork and you on the grieving.

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.

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

Most Recent Reviews

Provided you are ready to talk about how you can benefit from this service please use the form below, send me your contact details and I’ll be in touch

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.

The link is here

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

If you decide that I can add some value and that you want to work with me then…

You benefit from a fixed fee service. No surprises.

I keep you informed as to the progress.

Usually it takes weeks instead of the ‘usual months’ to prepare for 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.

Importantly you stay in control with my help and advice.

There is more information on this page, read it and then get in touch. I’ll be straightforward and honest with you – helping you through this difficult time.

Even if you and I can’t work together – my help and guidance will help you make better decisions. If you want to know how I work, read the reviews, the explain a lot.

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 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 to further keep you in control.
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 to 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, 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 any time 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 your free consultation is here. No obligation, no matter how complex. or use the form below.

You do of course have a choice.

Lose control of the affairs and pass it on to a third party legal firm. Appoint another specialist…

Or keep control of the process with my help.

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 pay a small fortune in order to get the thing moving forward.

That is no longer true.

The key to all of this.

There is a different way of dealing with probate.

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 done by them. Partly because of services like mine.

Importantly the costs have increased massively in recent years.

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 Trustees).

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.

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 financial system works.

Further as the Probate Office forms part of the Court Service, a public body they will provide all of the help you need if you want to go it alone – however if you want some help and want to understand the wrinkly, awkward bits – then let me hold your hand. You really can DIY

Contact me below when you are ready. A probate service for the modern world.