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
Laurelo Launches Full-Circle Support with Pre-Death Planner and Aftercare Site During Dying Matters Awareness Week
Laurelo, the national award-winning probate firm known for its compassionate, face-to-face service, has announced an expansion in the way it supports bereaved families, and those preparing for loss. Timed with Dying Matters Awareness Week 2025, Laurelo is proud to...
Laurelo Launches Full-Circle Support with Pre-Death Planner and Aftercare Site During Dying Matters Awareness Week
Laurelo, the national award-winning probate firm known for its compassionate, face-to-face service, has announced an expansion in the way it supports bereaved families — and those preparing for loss.Timed with Dying Matters Awareness Week 2025, Laurelo is proud to...
Welcome to the Team, Simon Shaer
Every journey into estate planning has a story behind it, and Simon’s is one we’re proud to share. Before stepping into the world of funeral planning and estate work, Simon spent 18 years behind the wheel as a licensed London cabbie. But it was never just 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
