YouCanDoProbate is the brainchild of Chartered Accountant and Software Developer Jonathan Friedman (Co-Founder), created after he was appointed an Executor in his father’s Will.
About
YouCanDoProbate was born when Jonathan Friedman, a Chartered Accountant and software developer, had to apply for probate after his father’s death. He realised how over-complicated and difficult the process was, even for someone with an accounting background, and so decided to come up with an affordable solution, that would help people complete probate forms quickly, easily and correctly, without needing to resort to expensive legal advice.
The result was YouCanDoProbate: the first and only, online probate application, that automatically completes all necessary Probate and Tax forms ready for submission, that can be used by anyone, without needing any knowledge of Probate.
The unique application is supported by a friendly team of experienced probate specialists and a talented developers, with a fully UK-based support centre to help users with any questions.
Our aim is to help you apply for probate, by yourself, at a time and pace that suits you, in the easiest way possible at an affordable price.
JAMES ZONKO | CO-FOUNDER
Our Story
When Jonathan’s father died, he had to complete a probate application. As he started the process he was shocked by how difficult, unnecessarily complicated and opaque the process was, even for someone with his professional background. What should in fact be an administrative task is a process that for many people is incredibly daunting, often seeming almost impossible. When faced with the difficulties of the task, many people resort to using a solicitor or a bank. When Jonathan looked into this option he was horrified, not only by the very high upfront fees being charged, but also by the fact that many of these providers then also take a portion of the estate.
He then started looking to see if there was any middle-ground – a less expensive application or program that could help people. However, he could find no evidence of such a product.
Online forums were full of people recounting their desperation – stressful months spent trying to fill in applications, or thousands of pounds paid to solicitors. It seemed very wrong to Jonathan that at a time which is already stressful and upsetting, the probate process should be adding to people’s problems.
As a seasoned software developer, Jonathan therefore decided to try and do something about this. Being a chartered accountant he understood that probate is in fact nothing more than an administrative process – a matter of gathering lots of information, and then writing letters, completing legal and tax forms. Jonathan knew that there had to be a way of streamlining this, making it easy for bereaved relatives or friends to complete a probate application with minimal stress and expense.
"Solicitors and Banks have charged too much, for too little, for too long."
JONATHAN FRIEDMAN CHARTERED ACCOUNTANT | CO-FOUNDER
Jonathan teamed up with the highly sought-after creative, James Zonko (Co-Founder), an experienced designer and successful app developer. He was very excited when Jonathan approached him to work together on YouCanDoProbate, and so they set out to radically revolutionise the whole probate application process.
Just as Jonathan understood the financial side of the process, James was very focused on the user experience. He understood the need to create a step by step application to actually assist people, to make it easier than using a Solicitor, and to take the user by their hand and help them through the whole process.
“Applying for probate can seem daunting and a bit overwhelming, but what we have done is simplify everything. We have untied the red tape and created an easy to use, straightforward, walk through system. Following the steps in app ensures the user does everything right and doesn't miss anything” said James.
As a seasoned software developer, Jonathan therefore decided to try and do something about this. Being a chartered accountant he understood that probate is in fact nothing more than an administrative process – a matter of gathering lots of information, and then writing letters, completing legal and tax forms. Jonathan knew that there had to be a way of streamlining this, making it easy for bereaved relatives or friends to complete a probate application with minimal stress and expense.
"YouCanDoProbate has changed the probate industry, and created a new offering to the market."
JAMES ZONKO | CO-FOUNDER
“Applying for probate can seem daunting and a bit overwhelming, but what we have done is simplify everything. We have untied the red tape and created an easy to use, straightforward, walk through system. Following the steps in app ensures the user does everything right and doesn't miss anything” said James.
There is now a realistic solution to apply for probate, without needing a professional, or without the hardship of doing it alone.
Very professional set up. My contact Tom was knowledgeable friendly and efficient. I would recommend this service to anyone dealing with probate.
Ken
A difficult task made more simple for executors
Finding out about the process of registering a death and the probate process is not something that many people deal with on a regular basis, unless of course they are professionals in the field. Unfortunately I recently had to undertake this task and was shocked by the fees that can be charged by a professional to in effect collate information that I would have to find and supply to them. I looked for alternatives and found “youcandoprobate” I purchased the package and was pleasantly surprised with how easy it was to use and followed the guide which helped steer me in the right direction to find the information I required to input. However one of the biggest surprises was when nearing the end of the process the tool established that the estate was over the threshold to qualify for IHT205 and that I would have to now go through the IHT400 documents. This, one may thing would be an annoyance having paid for the software licence and followed the process that far and to find that I could not complete. However this has been considered by the makers and as long as you have not generated the documents you are able to obtain a refund in line with their T’s & C’s. I still have to follow the IHT400 process but having used the “youcandoprobate” software I feel that this will be a far less daunting task than I would have thought as it has helped me to better understand the process and has helped me collate a lot of information. I would highly recommend this package to anyone in the unfortunate position of having to wind up an estate.
Al
I Can Do Probate
My wife died recently and left £130K in ISA's and savings. I was stimulated to try You Can Do Probate by a solicitor's quote of £4000 to do the same! Idid this online with the assistance of one of my daughters. The process was well explained, methodical and easy to follow. I submitted all documentation to the Probate Office on 27 Sept. The acid test is whether or not is accepted by that office. I'll let you know.
john kinghorn
I was quite daunted by the procedure of…
I was quite daunted by the procedure of probate as I'd never been in this position before, but you made the whole process almost easy. Adam was brilliant, if I had a query or was unsure about anything he helped me to understand and navigate the forms successfully. All your staff were efficient, helpful and friendly and I would recommend you to anyone without a moment's hesitation. Thank you so much
Maureen
Excellent! I wish I had found sooner
So, so easy. I wish I had found sooner as I put off doing probate thinking it would be bad but it was fine. I got a bit stuck and had a quick call and then all went through smoothly. Thank you, I would definitely recommend to all.
Carol Fennell
I found the whole process quite simple
I found the whole process quite simple, the forms were easy to complete and straight forward to fill in.
Steve Jones
An excellent service
An excellent service. The team are happy to talk you through the options before you commit and make sure that the software will work for your circumstances. Once you get started it is easy to use and save your work. Very good and recommended.
simon hawkins
Excellent solution
Excellent solution Easy no nonsense approach to take you through the process
Sarah
Helpful staff and good online service
It was really useful to start the forms and go back to them over a period of days without having to start again. Once completed and printed off, we sent off and our Grant of Probate was received 4 weeks later. I had to contact staff at the Help Centre on a couple of occasions and they were more than helpful. Definitely would recommend using this service if the application is not complicated.
Customer - Bristol
We followed all the instructions on how to complete the form and would recommend this site to anyone.
We followed all the instructions on how to fill in the appropriate spaces. As it was done at the weekend there was no one to speak to but on Monday when I got in a bit of a muddle Tom talked me through what I had to do. It all worked out fine in the end & I would recommend them to anyone who wanted to tackle Probate themselves.
PATRICIA KENNARD
I am so glad that I chose to invest in…
I am so glad that I chose to invest in this software. It is a simple tool which guides you through the process in a very clear way. Firstly you can input the required information about the estate (which you would have to collate and provide to a solicitor anyway) and it then determines which forms need to be populated to apply for probate (and inheritance tax), and populates them correctly. It has saved us a lot of time and money . The customer support team are very knowledgeable, helpful and friendly, and easy to get hold of. Thank you for making this a smooth process at a difficult time. Our grant of probate was received today which was only 5-6 weeks after receipt of the application by the probate office at a time where the probate office are quoting 8 week lead times to acknowledge probate application receipt.
Hilary Spain
Easy to use
Easy to use. Questions by email replied in the same day.
Carol
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