Probate Done Properly.
A Fixed Fee.
You Stay In Control.
Let our specialists handle the complicated probate and inheritance tax paperwork, with friendly, practical support throughout the process.
You look after the straightforward administration. We prepare the application, help you meet the inheritance tax requirements and answer your questions along the way.
- A fixed fee agreed before you proceed.
- No hourly billing or percentage-of-estate charge.
- Unlimited help by telephone and email.
A free initial conversation. No obligation or pressure to proceed.
Quoted Thousands By A Solicitor For Probate? Talk To Us First.
People often come to us after receiving a solicitor’s quote for £10,000 or more. They are relieved to discover a much more affordable way to get the specialist help they need.
Our Assisted Probate Service focuses on the parts where expert knowledge matters most: the inheritance tax requirements, the legal paperwork and the probate application.
You remain involved and handle the straightforward administration with our guidance. That means you can keep control of your loved one’s affairs while paying a much lower fixed fee than a traditional solicitor-led service.
Tell us about the estate and any quote you have received. We will explain what help you need, what our service includes and the fixed fee for your circumstances.
A Clear Fee. A Clear Scope. No Unwelcome Surprises.
- Fixed at the outset. You know our service fee before deciding whether to go ahead.
- No hourly rates. You can ask questions without worrying about an expanding hourly bill.
- No percentage of the estate. Our fee is based on the work required, rather than a share of your loved one’s assets.
- Support included. Telephone and email help throughout the probate process.
Any official application fees and tax due are separate from our service fee. We explain the requirements for your case.
Take The Worry Out Of The Paperwork.
Being an executor is a responsibility most people take very seriously. You want to get it right, without spending your evenings trying to interpret forms or wondering whether you have missed something.
Know The Application Is Being Prepared By Specialists
We check the information, prepare the paperwork and guide you through what is needed, reducing the risk of avoidable errors and delays.
Have Someone To Ask
Call or email whenever a question arises. There is no restriction on how often you can use our help and support service during the probate process.
Keep Control Of The Estate
You remain responsible for your loved one’s affairs and keep control of their money and assets. Our role is to make the difficult parts more manageable.
We Handle The Technical Work.
You Have Help With The Rest.
This is an assisted service. We explain the division of responsibilities at the start, so you know what we will do and what you will need to do.
What Our Team Does For You
- Reviews the estate information and identifies the inheritance tax reporting requirements.
- Checks the Will for potential problems and, where relevant, checks how jointly owned property is held.
- Prepares the probate application and guides you through approval, signing and submission.
- Completes the inheritance tax paperwork required for your case, including IHT400 and relevant schedules where needed.
- Helps you understand the steps for arranging any inheritance tax payment.
- Provides ongoing telephone and email support, plus a post-probate consultation to explain the next steps.
What You Do, With Our Guidance
- Gathers the Will, death certificate, asset valuations and other information we need.
- Contacts banks and other organisations to obtain estate information.
- Checks and approves the information we prepare for you.
- After probate, collects assets and deals with account closures and any property sale or transfer.
- Settles estate debts and expenses, prepares the estate accounts and distributes the estate.
You can ask us questions about these tasks. If separate specialist work is needed, such as conveyancing, we will explain that.
Need Help With IHT400? You Are In The Right Place.
Inheritance tax paperwork can be the biggest stumbling block, even for people comfortable with financial matters. If an IHT400 account is required, Phil and the team prepare it and the relevant accompanying schedules, check the information with you and help you understand the payment and application steps.
You do not need to know which forms apply before contacting us. Tell us about the estate and we will help establish the requirements.
Expertise Matters. So Does The Way You Are Treated.
These are excerpts from feedback supplied by clients of Berkeley Weston’s Assisted Probate Service.
“When you email you get a quick response. They are polite and knowledgeable when you call them. I am so pleased that I did opt for the assisted service as it took away all my pain and stress from the probate process.”
“Oh and I must say value for money, an understatement. Amazing value for such a professional service.”
“Your help I found very comforting when it came to dealing with the paperwork, which I found most difficult at the time.”
Start With A Conversation.
We Will Explain The Way Forward.
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Tell Us About Your Situation
Call, email or send an enquiry. We discuss the estate, answer your initial questions and explain whether our service is suitable.
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Agree The Scope And Fixed Fee
We explain the work involved, the information we need and your responsibilities. You decide whether to proceed with a clear fee agreed up front.
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Let Us Prepare The Application
Once we have the information, we prepare the required paperwork, arrange the application steps with you and remain available to support you afterwards.
Already started and feeling stuck? You can still get in touch. Let us know what you have completed and where you need help, so we can explain the best next step.
A Small, Experienced Team.
Personal Help Throughout.
Berkeley Weston has been helping people with important legal procedures since 2004. The service is built around specialist knowledge, clear explanations and people you can get to know.
Phil Weston
Founder and lead probate and inheritance tax specialist, with more than 20 years of probate experience.
Samantha Pettit
Qualified as a solicitor in 1999, with extensive Private Client experience, including leading departments at Legal 500 firms.
Sarah Bee
With Berkeley Weston since 2016, bringing detailed probate process knowledge and practical, personal support.
Feel Clear About The Help You Are Choosing.
There is no need to have all the answers before you call. We will explain the service and the next steps for your situation.
How much does the Assisted Probate Service cost?
We agree a fixed fee at the outset, based on the work and inheritance tax reporting required. Our assisted approach is designed to be much more affordable than a traditional solicitor-led service. Contact us for a clear explanation of the fee and what is included for your circumstances.
Will you take over the estate or control its money?
No. You retain control of your loved one’s money, assets and estate decisions. We handle the agreed probate and inheritance tax work, with guidance available for the administration you carry out.
Can you help if IHT400 is required?
Yes. The Assisted IHT400 Probate Service includes preparation of the inheritance tax account and relevant schedules, together with the probate application and ongoing support. We explain the requirements and agree the scope and fixed fee for your case.
What if I have already started applying myself?
Please get in touch and explain where you have reached. We can review the situation and tell you whether we can help with the remaining work.
How quickly will probate be granted?
We aim to prepare the application promptly once the required information is available. The time taken to issue a grant depends on the estate, inheritance tax requirements, the application method and the Probate Registry. We will explain the expected stages for your case.
Can I ask questions after probate has been granted?
Yes. Our service includes ongoing help and a post-probate consultation to explain the steps for finalising the estate. You can contact the team with questions as you work through your responsibilities.
Is there any obligation after the first conversation?
No. The initial conversation is free and without obligation. We explain how the service works, answer your questions and help you decide whether it is right for you.
Talk To Us Before You Worry Any More About Probate.
Whether you have received an expensive quote, feel unsure about inheritance tax or simply want the paperwork handled properly, we are here to help.
Tell us a little about your situation. We will explain what help is available and the fixed fee for your case, with no obligation or pressure to proceed.
Call Our Team0116 467 0060
Email Ussupport@berkeleyweston.co.uk
Or use the enquiry form and we will be in touch. You do not need to decide on a service before asking us a question.
Make A Free Enquiry
Ask us about Assisted Probate or tell us where you need help.
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