CASE STUDY 10

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.

Quote

“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.”

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Patrick and Phillipa Vickery (Executor)

"When you lose a parent it’s an emotionally challenging time. Finding people to genuinely help with the mountain of subsequent issues is not easy. We dealt with Laurelo who took care of our Probate. Communicative and easy to talk to, Laurelo took away a bunch of stress and handled a complex estate excellently. I have no doubt that his experience has saved my family a significant tax burden."

C Hardman (Executor)

"Well informed, helpful and efficient throughout the whole probate journey. I was particularly impressed by the speed of response when I had questions"

V Garner (Executor)

"Thank you for dealing with the probate so efficiently. I would not hesitate to recommend your services in the future."

J Jackson (Executor)

"It has been my absolute pleasure to have met Michael and for him to act on my behalf, a wonderful, professional, caring person whose services I would recommend to anyone."

Peter Nash/Paula Cranmer (Executors)

"I would recommend Laurelo to anyone who needs good and sensible advice about the probate process at a very reasonable price."

A Wilson (Executor)

"I wouldn't hesitate in recommending Laurelo in what, at the outset felt like a daunting task, but in reality once explained to us and the burden of completing the forms taken away and completed by a professional the process was seamless."

Lorri Turner Senior Manager (Herongate Wood)

“I have always found Michael at Laurelo to be engaging, honest and supportive of the customers needs. The offer of a home visit to see clients within their own familiar surroundings further supports this. I have no difficulty in recommending their services."

G Perrett Will Protect Ltd & Executor

“Michael's professionalism and knowledge of every aspect of probate is only matched by his sensitivity and patience. He instinctively knows what to say and when to say it and I am so grateful to him for helping me navigate the most difficult period of my life so far safe in the knowledge that I could simply "park" this part of the process and leave it with him to "sort out"."

K Whittle (Executor)

“They provided a professional and emphatic approach and took all the stress away from dealing with probate. Filing the forms very promptly and the whole process was dealt with in just over a month. I would highly recommend and I again thank them for their help."

Mr. A Browne (Executor)

“The pricing point is good and in line with a few others, we found however for the service we received I do not think we could have put a price on it.

We would wholeheartedly recommend Michael and his team."

John F Smith (Executor)

“I was most satisfied with the service he provided, and his gentle and considerate manner was most comforting at a difficult time in my life."

Robert Evans (Executor)

“I just wanted to express my sincere thanks to Michael for the way in which he managed the probate arrangements at what was a very difficult time for myself and the family. Whilst always professional and efficient he was very sensitive and supportive - explaining things clearly and making the whole process (which was totally new to us) that much more straightforward. It took a load off our minds and he progressed things really quickly Thank you"

Here at Laurelo, we're committed to our clients and their path to probate