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 dealing with different types of probate cases. We understand the process and can offer support and guidance to those who are appointed as executors. Unlike other providers in the sector, we are a family run organisation and our ethos is that our values come before profits.  

What does this mean?  Essentially, your families and their needs come first so we don’t just treat them as a number.  Our team of experts, who help with the administration of the estate, offer a face-to-face consultation and guide the family through the process explaining everything your clients need to know. We’ll explain the process, timescales and help with tax and financial matters. This means that we can take care of everything on behalf of the bereaved family members, which can be a great relief at what is often a difficult and stressful time.   Finally, we are also able to offer fixed fees for our services and our offering is slightly different to other providers. In particular, with detailed information about the estate we can provide a quote which includes all disbursements and no hidden costs. This provides certainty at a time when there may be many unknowns.  

You may already introduce the idea or professional executorship to clients but knowing who to appoint is another topic entirely. You might already introduce your clients and their family at need to another provider and that’s absolutely fine but if you’d like better communication, updates and service then we would be happy to explain our offering. 

As a family-run organisation we have family values and are proud of our reputation like you’d expect from a family firm. It’s not just what we think that matter though. We have a number of 5 star Google reviews from happy clients AND we have been judged best in class at the British Wills and Probate Awards in 2022 and the awarded similar recognition at The Probies in 2023. Something our team are incredibly proud of. 

What can you expect by referring to us?

1. Open communication and dialogue. We operate a very transparent model and support you and your clients.
2. We pay a fair commission without having to inflate our prices.
3. We provide an end-to-end service and support you and your clients through what can be a difficult time. Y
4. You can speak to any of our advisers prior to submitting a case and we’ll talk you through options.
5. We host regular training events free of charge to our partners and those interested in working with us. 

If you would like to learn more about working with us or have any questions please do not hesitate to get in touch. We would be happy to help.