During an arrangement meeting the funeral arranger asks the family, “I assume you need Probate” If the answer is “yes or Not sure” the arranger asks permission to give their details to Laurelo to call and our GDPR-compliant form is completed and sent over to Laurelo. If the answer is “No” the arranger may include one of our leaflets in case anything changes.
Once Laurelo receives a completed enquiry form the Laurelo bereavement team will call the family to understand if they actually have a probate requirement.
If they do then the family is offered a free face-to-face meeting in the comfort of their home to talk through their options.
If no probate is required the Laurelo bereavement team explains what the family has to do to close the deceased’s estate.
One of our consultants visits the family, in that meeting the consultant will check the Will, Death certificate, and assets. They will explain what probate is, whatas to be done, timeframes, and options the family have. We always go through all of the options:
- DIY – Our consultant will explain the pros & cons of completing the forms yourself.
- Use a Probate Administration company like Laurelo. Our consultant will give them a fixed price for us to do the work
- The family can seek further advice
If the family instructs Laurelo a fee agreement is signed along with relevant court forms.
A dedicated case Manager is appointed for the family and the Compliance Team is set to work to complete and submit the application. The family and source of the referral (if required) are kept up to date during the process.
Once The Grant of Probate has been issued to the family by the courts an invoice is raised for the family to settle their bill with Laurelo.
A testimonial and client feedback is collected from the client/family to ensure we are always improving.
LAURELO PROBATE LATEST NEWS
A Natural Partnership – Laurelo x End of Life Doula UK
Laurelo partners with End of Life Doula UK We’re excited to share that Laurelo is now partnering with End of Life Doula UK. Much like us, they believe families deserve care, compassion, and clarity at life’s most difficult times. End of Life Doula UK provides...
Case Study: When Listening Leads to Lifelines
How one consultant’s compassion helped connect a grieving client with vital support. We often say that probate is about people, not paperwork, and sometimes, the most meaningful help we can offer isn’t legal at all. One of our consultants Chris recently supported a...
Reflecting, Planning, and Sheep Herding – Laurelo Strategy Day
Last week, we gathered as a team for our annual Laurelo Strategy Day down in the South West of England and I’ve got to say, what a day it was! The perfect blend of reflection, planning and laughter! As Business Development Manager, I spend a lot of time out and about,...
Here at Laurelo, we're committed to our clients and their path to probate
Here at Laurelo, we're committed to our clients and their path to probate


