OUR PROCESS

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

Taylor Lucas Partnership, Staffordshire

Nov 12, 2023

Introducer: Taylor Lucas Partnership Location: Staffordshire Background I had met a member of Laurelo's team and was so impressed with their vision for the industry we care deeply about....

The importance of probate in the funeral planning process

Nov 4, 2023

The importance of probate in the funeral planning process Access to Assets and Estate: Probate is the legal process through which a deceased person's assets and estate are distributed among beneficiaries or heirs. This process is crucial because it ensures that the...

Value before profit – a post for Will Writers, Estate Planners and IFA’s

Oct 27, 2023

There are a few reasons why you might consider introducing probate cases to a professional executor and in this article, we will share examples of why you might choose to work with Laurelo (us) specifically. As professional executors, we have a lot of experience...

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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