Since 2004Helping Families With Probate 36,000+People Helped Over Two Decades 3,000–4,000Use Our Free Resources Each Year Real PeopleBased At Our Leicester HQ
Phil Weston’s Free Probate Guide

Facing Probate?
Start With A Clearer Plan.

When someone close to you dies, the paperwork can feel like one thing too many. Get a practical, step-by-step guide to help you understand the process and decide what to do next.

  • See the steps, from first tasks to finalising the estate.
  • Understand the paperwork and questions to consider.
  • Explore doing it yourself and where help could be useful.

Free PDF guide. No payment details. No obligation.

See What The Guide Covers ↓
FREEPDF Guide
A digital guide to read at your own pace.
From Phil Weston & Berkeley Weston.
From “Where Do I Start?” To “What Comes Next?”

Make Sense Of The Probate Journey.

You do not need to understand every form or make every decision today. Start with an overview of the work involved, then return to the guide as you move through the process.

01 · Getting Started

Your First Steps

A checklist of the probate journey, the early tasks to consider and the organisations you may need to notify.

02 · Understanding The Estate

Valuations & Tax

Information about valuing the estate, inheritance tax requirements and checking whether an IHT400 form is needed.

03 · Making The Application

The Probate Paperwork

Guidance through the application forms, with letters and templates to help you organise the administration.

04 · After The Grant

What Happens Next

The checks to make on the grant, legal notices and registering the grant with the relevant organisations.

05 · Bringing Things Together

Finalising The Estate

The financial tasks that follow, including debts and expenses, estate accounts and distributing the remaining estate.

Your Next Step

A More Informed Decision

Understand what doing it yourself involves, consider your circumstances and decide where you may want specialist help.

Get Your Free Copy →
Clear Information. At Your Own Pace.

Your Free Guide.
A Calmer Starting Point.

Enter your details and get access to Phil’s Probate Guide in PDF format.

  1. Request Your CopyUse the form with your name and email address.
  2. Read The GuideSee how the stages fit together and make a note of your questions.
  3. Choose Your Next StepDecide what you feel comfortable doing and whether you would like help.

There is no obligation to buy a service. Start with the guide and take it from there.

Prefer a printed toolkit? Request Your Free Postal Pack →

Free Digital Download

Get Your Probate Guide

Enter your details below to access your free copy. Fields marked * are required.

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A Real Team, Here To HelpQuestions before you start? Call 0116 467 0060.
Phil Weston, founder of Berkeley Weston and DIY Probate
Meet The Person Behind Your Guide

Specialist Experience.
A Personal Approach.

Phil Weston founded Berkeley Weston in 2004 to help people deal with important legal procedures without spending a fortune on solicitors’ fees. He brings more than 20 years of probate experience to the guide.

Behind him is a small, personal team based in Leicester. You can get to know Phil, Samantha, Sarah and Ellie before deciding whether you would like their help.

Phil’s expertise has featured in:

The Sunday TimesThis Is Money

Meet Phil And The Berkeley Weston Team →

What Clients Say About Berkeley Weston

Reassuring Words.
From People Who Have Been There.

Read what clients say about the team and the support they received.

“So pleased we got in touch with Berkeley Weston,Sarah was so helpful throughout and very patient and caring.Would definitely recommend.”

Marylynn CookGoogle Review

“I have found Berkeley Weston a very helpful company to use and they have made the IHT process much easier. All of the people I have spoken to have been friendly and polite and I have had no hesitation in phoning them when I needed help or advice.”

Sue NewtonGoogle Review

“Would highly recommend as a lot of the stress was taken away from us at a difficult time. Very quick simple process.”

Suzanne FoxGoogle Review

“We felt very secure with the service provided.

It was compassionate experience with friendly advice when needed.

Plus it was resolved quickly.

Wouldn’t hesitate to recommend.”

Ian EdwardsGoogle Review
Why We Give The Guide Away

Understand Your Options.
Then Choose What Suits You.

Phil created the guide to make probate easier to understand and help people avoid paying for support they do not need.

Some people want to manage the process themselves. Others decide they would value help from our team. If that is you, our optional Assisted Probate Service is there to explore.

Requesting the free guide does not commit you to either route.

Before You Download

A Few Questions
You May Have.

If you would like to speak to someone first, call our team on 0116 467 0060.

Is The Probate Guide Really Free?

Yes. Request your PDF copy using the form above. You do not need to enter payment details or buy a probate service to receive it.

How Do I Get My Copy?

Enter your first name, last name and email address in the form. You will get access to the digital guide, which you can read at your own pace.

Can I Get A Printed Version Instead?

Yes. Our free postal pack includes a printed guide and additional resources, delivered to your door. Use the separate postal pack form to tell us where to send it.

Do I Have To Use Your Probate Service?

No. You can use the guide to understand what is involved before deciding how to proceed. If you later want help, you can discuss our optional services with the team.

What If I Am Unsure Whether I Can Do It Myself?

The guide helps you understand the stages and questions to consider. Every estate is different. If you are uncertain about your circumstances, contact the team to discuss the support you may need.

One Useful Step You Can Take Today

You Do Not Have To Work It All Out At Once.

Start with clear information, a view of the journey ahead and space to decide your next step.

Free PDF guide. No payment details. No obligation.