Bridging the Gap: Why Accessibility is the New Frontier in Probate
The probate industry is overdue for a change. Tania Gerard Digital is proud to announce a strategic partnership with Berkeley Weston to lead that change.
Tania Gerard Digital & Berkeley Weston ltd shake hands on the partnership.
For decades, the path to obtaining a Grant of Probate has been synonymous with three things: high costs, slow timelines, and impenetrable jargon. Traditionally, families have been funneled toward high-street solicitors who charge hourly rates or a percentage of the estate often depleting the very inheritance the deceased worked a lifetime to build.
At Tania Gerard Digital, we specialise in making the complex accessible. That is why our new collaboration with Berkeley Weston is so significant. We are combining 20+ years of probate expertise with a modern, neuro-inclusive approach to business development and client care.
Fixing the "Accessibility Gap" in Probate
When we talk about accessibility, we usually think of physical ramps or website alt-text. But accessibility is also about cognitive load. Grief creates a "fog" that makes legal administration feel impossible. For the neurodivergent community, the rigid, jargon-heavy requirements of HMRC and the Probate Registry can become a total barrier to closure.
Our partnership focuses on:
Plain-English Paperwork: Removing the "Legalese" to ensure executors feel empowered, not overwhelmed.
Assisted & Guided Models: Providing a "done-for-you" service that focuses on the technical heavy lifting—HMRC IHT400 reporting and Grant applications.
The 22-Day Standard: While the industry average for solicitors is 6–9 months, Berkeley Weston’s average post-submission turnaround is just 22 days.
A Strategic Asset for IFAs and Wealth Managers
As the Business Development Partner leading this initiative, my focus is on building a "Circle of Care" for the financial services community.
For an Independent Financial Advisor (IFA), the probate period is a high-risk zone. Assets are "locked," fees are being drained by solicitors, and the relationship with the next generation (the beneficiaries) is often at its most fragile.
By partnering with Berkeley Weston, IFAs can offer their clients:
Fixed-Fee Transparency: No surprises. Estates are handled for £1,495 to £3,995 + VAT, saving clients an average of £3k–£5k.
AUM Protection: By keeping legal fees low and the process fast, more capital stays under the IFA’s management.
The "Hero" Factor: Advisors can choose to pass a £250 referral fee directly to the client as a discount, reinforcing their position as a trusted, value-driven advocate.
20 Years of Trust, Reimagined
With over 36,000 clients served and 270+ five-star reviews, Berkeley Weston has the heritage. With Tania Gerard Digital, they now have a future-facing lens on inclusion and digital-first partnership.
We aren't just filing forms; we are protecting the vulnerable and preserving legacies.
Find out more about Berkeley Weston here.
Check out our partnership LinkedIn post here.