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 ~ TRANSPARENCY AND COMMUNICATION ARE KEY
As one of the UK’s leading probate providers, we are constantly reviewing our processes to make sure we avoid overcharging our clients in the same way we were overcharged before we setup Laurelo. (Laurelo was founded following a family bereavement and a bad...
Laurelo Wins BEST PROBATE LAW FIRM (small) at the 2023 PROBIES!
Independent family-owned Probate specialists honoured as ‘small but mighty’ at The Probate Research Awards Specialist probate company Laurelo has been announced as the winner of ‘Best Probate Law Firm’ (small) at the fifth annual UK Probate Research Awards held in...
Educating the UK on Probate
Of all the things that we need to deal with in life, death is one of the most difficult. It can be a tough subject to talk about, let alone to plan for. But when the time comes, it's essential to know what to do next, especially when it comes to handling a loved one's...