How financial innovation can complement traditional probate services

Today's Wills & Probate Podcast

In this episode of Today’s Wills and Probate, host David Opie welcomes Dan Baines, Founder and CEO of Advanced Inheritance, for a deep dive into the growing role of probate lending in modern estate administration. With delays in probate often leaving beneficiaries in financial limbo, organisations like Advanced Inheritance now offer a regulated, consumer-first solution designed to ease the provide reassurance to families.

The conversation explores two key areas of innovation in this space; lending which allows beneficiaries to access funds early from an estate before the grant of probate, and access to funding to help executors manage upfront costs including inheritance tax. Both are structured to protect consumers—no personal liability, capped interest, and repayment only once the estate is settled.

Dan explains how the business was founded on key principles, embracing FCA regulation and providing bereavement training to frontline staff. He is also aware of the responsibility lenders have to consumers, particularly those who are vulnerable, and explains how the focus is on empowering informed choices during a difficult time; providing access to budgeting tools for example to ensure support is offered responsibly and transparently.

The podcast provides practical insight into how financial innovation can complement traditional probate services for legal professionals, estate planners, and will writers—delivering empathy, flexibility, and real-world impact.

The Today's Wills and Probate podcast is available on your preferred podcast provider, and at www.todayswillsandprobate.co.uk. Subscribe today to hear all the latest news and views across the wills and probate sector.

Thank you to our podcast sponsor VacantC Legal Recruitment