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 in the will writing industry. I was contacted by Laurelo and had several conversations followed by a Zoom meeting with their management team, and was so 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 worked with them to their timescales. I then passed Laurelo an existing client on a 2nd death, where the estate on 1st 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.
“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.”
LAURELO PROBATE LATEST NEWS
Laurelo Shortlisted for Probate Provider of the Year (South) at The British Wills and Probate Awards 2024
Laurelo is absolutely thrilled to announce that we’ve been shortlisted as finalists in the Probate Provider of the Year (South) category at The British Wills and Probate Awards 2024! This is the third year in a row we've been recognised in this prestigious category,...
Laurelo Partners with John Adams’ Podcast, “Death: A Changing Industry”
Laurelo, the leading probate service with a family-first ethos, is proud to announce its 12-month sponsorship of John Adams' celebrated podcast, "Death: A Changing Industry." This collaboration aims to empower transformation through open dialogue on death and...
Family Name: Phillips
Location: Cornwall Background: My wife of 43 years sadly passed away after a short but strong battle with illness. The time leading up to her death and coming to terms with this was a real struggle for both myself and my two daughters. How Laurelo Helped: Most of the...