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Get Clear on Your Next Steps:
Book a 30-Minute Clarity Call (£50)

Probate can feel overwhelming, especially when you’re dealing with grief and unfamiliar paperwork. A clarity call is a calm, structured conversation that helps you understand where you stand, your likely route forward, and what the practical next steps could look like — without any legal advice being given.

Over the years I’ve spoken with thousands of bereaved families through the probate companies I’ve founded and led. Much of that work involved helping people understand what the estate involved, what the process would require, where difficulties often arise, and how to avoid unnecessary delay or stress.

What happens on the call?

During our 30 minutes together (either by phone or video call - depending on your preference), we’ll look at your situation in plain English and:

  • Clarify whether probate is likely to be required

  • Outline how the process typically unfolds for estates like yours

  • Discuss the probable workload, timescales, and common sticking points

  • Explore sources of tension that often arise and how families typically approach them

  • Compare DIY and professional routes in a balanced way

  • Highlight practical pitfalls that commonly cause delays

  • Point you towards relevant tools or guides

 

This call does not provide legal advice.

 

It’s a structured, experience-based overview designed to help you feel clearer, calmer, and more confident about what to expect.

Who is this call for?

It’s suitable if you’re:

  • Unsure whether probate is needed

  • At the very beginning and don’t know where to start

  • Managing an estate and want a realistic sense of workload and timing

  • Deciding between handling things yourself or using a professional

  • Planning ahead and want an outline of the process

If you would like to be joined by someone else, for example your co-executor, two or more individuals can dial in from different locations (limited to two by phone, or three by video call).

Booking over the Christmas period

A full online booking calendar will be available early next year.

For now, I have a limited number of clarity call slots available over the Christmas period.

Please complete the form below to request a call, and I’ll reply with available times.

James

Request a Probate Clarity Call

Please advise when ideally you would like the call, and what ideally you would like to gain from the call (for example, understanding of process, peace of mind, clarity on the next steps etc).

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