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

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. 

PROBATE SERVICES LATEST NEWS

Case Study 13

Family Name:                 Phillips   Introducer:                     N/A   Location:                        Cornwall   Background My wife of 43 years sadly passed away after a short but strong battle with illness. The time leading up to her death and...

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Case Study 12

Case Study 12

Family Name:                 N/A   Introducer:                     Drew & Sons Funeral Directors   Location:                         Essex   Background We are a small funeral directors and recommend Laurelo to any of our families seeking help with probate...

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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

Here at Laurelo, we're committed to our clients and their path to probate