We know that working together makes all the difference when it comes to supporting families through difficult times. That’s why we’re always happy to offer bespoke training to our valued partners. These sessions are designed to support with the amazing work that takes place for the funeral and beyond into the probate process.
Our very own consultant Chris Rumble hosted a tailored training session with one of our trusted funeral home partners Jackson & Browning. The session was an engaging and informative conversation designed to give the wider a team more understanding of probate and estate administration. More importantly, it helped them feel even more confident in guiding families who may be unsure about what comes next after the funeral is arranged.
Chris covered key steps of the probate journey along with common challenges families face. Using real-life examples and show casing the practical advice we provide. From the initial free call we have with families to determine if there is a probate need to the face to face at home consultations that allow Laurelo to support families navigate the probate world.
We know that every one of our partners works differently, which is why our training is never a one-size-fits-all approach. Whether it’s a quick refresher on probate essentials or a deeper look into specific scenarios, we can tailor every session to fit seamlessly into the way you work, to make the referral process as simple as possible.
And its not just training as we continue to work alongside partners ensuring families receive compassionate and expert guidance every step of the way. By working to strengthen our partnerships, we’re making sure as many families get the clarity and peace of mind they need at a difficult time.
If you’re a will writer, IFA or funeral director looking to enhance the support you offer we’d love to chat about how we can work together. Or if you are an existing partner and want to discuss creating a bespoke training session for you and your team please don’t hesitate to get in touch – we are always happy to help!
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