What You Can Expect
Professional, reliable support from start to finish
We handle every case with care and sensitivity, representing your business as well as our own.
Clear communication at every step
You and your client stay informed throughout — no chasing, no confusion.
Old-fashioned values, modern efficiency
We combine warmth and empathy with streamlined systems and proactive updates.
A seamless experience for your clients
We remove hassle and paperwork, keeping families supported and cases moving smoothly.
Full transparency and feedback
You’ll receive client satisfaction scores and testimonials for each referral, so you know families are in safe hands.
Flexible partnership options
Choose the level of involvement that suits your business, we’ll adapt to you.
Trusted expertise
We’re recognised nationally for compassionate, family-first Probate administration, and recommended by funeral directors, will writers, and financial professionals across the UK.
Marketing and educational support
Access co-branded materials, social content, and resources to help you refer Probate confidently.
Ongoing guidance and advice
We’re always on hand to offer advice, updates, and training for your team.
Fair, transparent referral fees
Competitive referral rates provide a clear and ethical income stream for your business.
Our partnerships are built on trust and genuine care,
to work with us please contact us on 0330 236 9080















