Case Studies

Case Study 1  

Family Name:         Rood

Location:                  London

Background

My brother and I had found a buyer for our parents’ flat after they had both passed away.  We had probate for our father but not our mother, who had passed first, several years ago.  The buyers’ solicitor said they needed us to obtain probate for our mother for the sale to proceed.  I know one of the Laurelo team from networking, so they were my first port of call.

How Laurelo helped

First of all, we were so impressed with the speedy response and visit from our Case Manager.  He took copious notes and answered all our many questions.  What a relief it was to hand our worries on filling in all the forms correctly, to someone who we trusted. There were a couple of things our Case Manager wanted to check out and he came back the next day with the answers.

Why they were different

My  brother and I really appreciated the personal approach by a Case Manager who took the time to listen to us.  He was very respectful at a difficult time and the process was so smoothly handled.

“If you have to go through the process of getting Probate, I highly recommend the team at Laurelo. Our dedicated case Manager talked us through the procedure and answered all our questions, of which there were many! His thoroughness and professionalism shone through, and he kept us informed of progress throughout. Thank you” Ruth Rood and family

Case Study Two

Family Name:         Matheron

Location:                  Essex

Background

Losing my Grandad last year was very painful.  Although it wasn’t unexpected as he had been ill for some time, organising the funeral really took it out of my dad.  When the dust settled there was still a huge amount of work to be done.  It was only when my father spoke to an estate agent about putting my grandad’s house on the market that the word ‘probate’ popped up.   None of us had any experience of this, and were equally baffled and anxious about the whole process. 

How Laurelo Helped

It’s no exaggeration when I say it felt like Laurelo was like our very own knight in shining armour.  They  explained the process in very simple terms, whilst managing the full burden of work.  This ranged from completing forms, updating us on the progress of the application and chasing to ensure the case was actioned.  They also offered practical advice on other matters that we had overlooked, like stopping my grandad’s pension and council tax payments and helping us redeem premium bonds. 

Why They Were Different

Laurelo brought a sense of control when we thought we had none and we will be forever in their debt for simplifying what most people find a very daunting process and a difficult time in their lives.

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“ You are superheroes in our minds”

Case Study Three

Family Name:                     Vickery

Location:                              Devon

Background

In April 2022 my father  passed away. He lived in a remote village in Dartmoor and I am a resident of Spain. My sister lives in Cambridge. My father’s second wife had passed away several years earlier but had not used her entire allowance. Obviously, we needed a responsive Probate Solicitor to guide us through the process without allowing the geographical complexities to get in the way. Losing someone you love is hard enough without having to worry about how to handle the estate taxation situation.

How Laurelo Helped

Laurelo came recommended and we reached out to them. Literally within minutes they responded and shortly after we talked on the telephone. Michael and his firm epitomise refreshing, honest and open communication. A very reasonable fee was outlined. No hidden extras and no unwanted surprises. The process from that point on was pretty painless and we were able to deal with all the other issues, confident that the probate process was in safe hands.

 Why They Were Different

Dealings with the legal world I have found to be generally difficult, laborious, full of technical jargon and frankly outrageously expensive. None of this can be levelled at Laurelo. The end result speaks for itself. I am certain a less expert Probate solicitor would not have achieved what Michael did for us.

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“I am grateful to Laurelo for easing the pain of our loss”

Case Study Four

Family Name:         King

Introducer:              The Wills Woman

Location:                  Kent  

Background

I was so pleased to be introduced to Laurelo. Our first chat was well over an hour and a half and very much for meeting of minds. They came across as professional, experienced, caring and above all compassionate. Laurelo is clearly driven to do things differently with customer care and transparency at the forefront.

How Laurelo Helped

I saw that Laurelo were a cut above the rest from the start. They really took their time to help all clients that I have passed to them, and have achieved fantastic results in a very timely manner.

They’re true to their word, upfront and honest, true to their word and deliver first class service in a very selfless way. This is exactly what we need, so we don’t have to chase them or worry that the clients are being let down.

It’s fantastic to have a firm we can absolutely trust from start to finish and that clients will be dealt with sympathetically and professionally. We never hesitate to recommend them and they have never let us down.

Why They Were Different

We have tried using other solicitors for probate before, but whilst they are professional, they don’t have the compassion or the time to add the human touch. The fact that Paul visits clients personally and is involved every step makes a huge difference. He has helped clients without charge, after hours, and always responds on the same day.

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“Laurelo are compassionate, caring, and cost-effective. When I pass their details on I can absolutely trust that clients will be well looked after.”

Case Study Five

Family Name                      N/A

Introducer                           Provira Ltd

Location                               UK Wide

Background

Provira provides loans to beneficiaries and executors of estates. Many of our clients are therefore also existing, past or future clients of Laurelo. We’ve worked very closely with them for a couple of years or so and they are our go-to firm whenever we need help, advice or guidance on anything probate related.

How Laurelo Helped

Laurelo are just exceptional. Not only is their knowledge, experience and understanding of the sector second to none, but, perhaps even more importantly, they are always happy to help. We regularly ask for their input when we come across slightly unusual circumstances and they have never let us down.

They have a rare ability to simplify the complex and will take as much time as needed to talk us through all the aspects of a specific case. This has proved invaluable to our business by helping to ensure we are making the right decisions for all parties. Nothing is too much trouble for Laurelo, there is no such thing as a stupid question and they will always go above and beyond to ensure we fully understand any situation we encounter.

The value of their advice is off the charts, but incredibly, they have never charged us a penny. That’s just how they work, they build relationships with partner firms and customers, provide an incredible service and are 100% committed to the philosophy that this will generate success.

Why Laurelo Were Different

A genuine talent for explaining things in a simple, easy to understand manner without ignoring all aspects of the situation

When they talk about building relationships, going the extra mile, working for the benefit of their clients they absolutely mean this and do so every day. Incredible.

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“Impossible to recommend Laurelo more highly. Incredible knowledge, incredible experience and an approach to relationship building and customer care that is unrivalled in the sector. They have added enormous value to our business and we very much look forward to working with them for years to come”.

 Case Study Six

 Family Name:                     NA

 Introducer:                          Scullys Estates

 Location:                              Birmingham

Background

I had a longstanding relationship with a Laurelo consultant who has always been willing to help me and give me all the information I need to further myself and my company.

How Laurelo Helped

Laurelo have helped me by streamlining my business, the relationships created and also the ease of using Laurelo, everything is explained to myself and my clients in terms that are easily understood and also the fact that there are no hidden charges like other big companies, completely transparent and I don’t have to think twice about sending my clients to them.

Why Laurelo Were Different

As explained above, Laurelo are very transparent and open, no hidden fees is amazing, especially in the climate we currently live in, bereaved families don’t want new fee’s been added to their already growing bills. Also the friendliness of all staff I have come into contact with has been a refreshing change to what is normal with the massive corporate companies.

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“Laurelo, in my opinion, is the change that the probate industry needs, and I hope other companies follow suit. I trust that Laurelo will dominate the industry in its own right very soon. “

Case Study Seven

Family Name: Oliver

Introducer: OLivers Legal Services

Location: Yorkshire

Background

I first met Laurelo at the Society of Will Writers regional. 

They delivered a presentation explaining the angle that Laurelo take when dealing with Probate Matters for family members who do not understand this area of law and the many processes that need to be undertaken to eventually distribute the estate of someone that has passed away.

(how and why we partnered)

After the meeting, I approached the team, posing questions about my own personal affairs as my mother had recently passed away and there were issues dealing with her estate.

How Laurelo Helped

Laurelo was able to lead me through the maze of what seemed an ambiguous process, explaining what actions were needed and at what time certain actions needed to be taken. 

This enabled me to glide through the process, which gave me peace of mind, that I understood what should happen and what shouldn’t happen when someone is dealing with the estate of a loved one.

Why Laurelo Were Different

They are experts in their field and were always at hand to answer any questions posed. This level of support is crucial when someone is grieving the loss of a loved one.

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“If you want certainty,  if you want answers to any Probate matters, then the Laurelo team is more than qualified to provide the answers. 

They will go that extra mile, to ensure you have peace of mind during the Probate process.  In what is an extremely difficult period to deal with, once a loved one has passed away.”

Case Study Eight

Family Name: N/A

Introducer: The Taylor Lucas Partnership

Location: Staffordshire

Background

I had met a member of Laurelo’s team in a different capacity and was so impressed with their vision for the industries we care deeply about. They are genuine, caring and passionate and I knew this is who I wanted my clients to speak to at their time of vulnerability.

How Laurelo Helped

The feedback I have received from my clients on their interaction with Laurelo has always been extremely positive. Clients have been impressed with their attention to detail, quick responses, great knowledge and all-round super service. When our team members have questions on Laurelo’s specialisms,  they are always happy to answer them and give up so much of their time to help us. I am so grateful that we have a partnership with this special company.

Why Laurelo Were Different

Laurelo care about their work and their responsibilities more than I have seen anywhere else. Their values are strong and go deep. I’m afraid, it is not exactly common practice from my experience so it puts them head and shoulders above may competitors.

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“A quote from you that we can submit as an overall summary of Laurelo and their team: The industry is a better place with Laurelo in it!”

Case Study Nine

Family Name: N/A

Introducer: Christian Bell Rugby Wills

Location: Warwickshire

Background

I contacted Laurelo after deciding I wanted someone else to take on our Probate work. It turned out that they had someone based in Rugby which was ideal. On meeting them, I was impressed with the depth of knowledge and the ethos of how Laurelo supports clients, especially as it mirrors how I work.

How Laurelo Helped

Always happy to contact clients, chat about the situation, visit at home with no obligation, and be a listening ear. My clients have always given glowing reports of Laurelo and how pleased they were to have worked with them. Consequently, I have received more referrals, so we’re both happy. From my perspective, they are always willing to have a chat and give me advice, proving to be a valuable asset for my company.

Why Laurelo Were Different

Compared to solicitors that I’ve used in the past, Laurelo has always been approachable and efficient and has kept me up-to-date with the progress of a matter, I never have to chase. I trust them implicitly to look after my clients and provide the same service that I do.

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“I now 100% recommend Laurelo to all my clients, safe in the knowledge that when the time comes, they’ll be professionally looked after with compassion and understanding.”

Case Study Ten

Family Name: N/A

Introducer: Heir Tight Wills and Estate Planning

Location: Kent

Background

Having been let down on far too many occasions by my previous Probate provider, I was looking for another who would provide excellent customer service, but was not also a competitor Will writing industry.  I was contacted by Laurelo and had several conversations followed by a Zoom meeting with their management team, and was impressed with their clarity of purpose, service standards, and reassuring responses to my detailed questioning.

How Laurelo Helped

I first tried Laurelo out on the young adult family of a friend, whose mother had died after a long illness and they very much needed hand-holding through the process.  I had very good feedback from the family as to the care they were shown, and how effortlessly Laurelo work with them and to their timescales.  I then passed Laurelo an existing client on a 2^nd death, where the estate on 1^st death had a Trust enabling the survivor to do some extensive tax planning through the gifting to their children.  Laurelo dealt with the complex tax calculations after the surviving spouse died withing a couple of years, and they dealt with an HMRC audit succinctly.

Why Laurelo Were Different

Laurelo’s service is based on a very firm foundation of excellent customer service.  There is no ‘one size fits all’ culture, and they provide a fixed fee upfront that is very reassuring to clients.  Most importantly, they are very understanding, and treat every client as the client wishes to be treated – at the worst time of their lives when they have just lost a loved one.

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“I am so glad I was contacted by Laurelo!  They are my go-to contact for all things Probate, and my clients now all include them as a recommended Probate specialist in their Expression of Wishes Letters so their Executors know where to go for help.”

Case Study Eleven

Family Name: N/A

Introducer: Steve Drury

Location: Lincolnshire

Background

I first contacted Laurelo on Linkedin and I certainly haven’t regretted it.

We put a couple of cases through Laurelo and we were so impressed; as were our clients. Laurelo now get all of our cases. They are brilliant at helping clients through the whole process and keeping in touch.

How Laurelo Helped

We like the way Laurelo work. We introduce them to the client and they do the rest. We have never had a single moan or groan from a client. What’s not to like?

Why Laurelo Were Different

Their professionalism to both our clients and to us is second to none. We would not hesitate to recommend them.

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“Laurelo are very likeable people, and do a great and professional job and certainly do not upset anyone, which is pretty important when you are introducing them to your valued clients, I can honestly say that I can use them with utmost faith and confidence. Thanks, Laurelo on behalf of our clients and from us too.”

Case Study Twelve

Family Name: N/A

Introducer: Drew & Sons Funeral Directors

Location: Essex

Background

We are a small funeral directors and recommend Laurelo to any of our families seeking help with probate matters.

How Laurelo Helped

They are always prompt at responding to enquiries; they are also efficient and empathic with bereaved families.

Why Laurelo Were Different

They are different in that they talk to families in language that they can understand and make the process as stress free as possible. The staff are loyal, reliable and professional at all times.