Refer your client
Help your client with Probate Support.
Learn and earn during this process.
Promote your business.
Join our network of trusted referral Partners!
We believe in collaborative relationships that benefit everyone involved.
Explore the benefits of becoming a Probate Partner.
What We Provide
- An experienced team of Probate Experts to help your clients with Probate Support
- A one stop shop – for any ancillary matters, including selling probate properties
- Regular updates on case progress
- Client satisfaction
The Benefit to You?
By allowing us to help you and your client, you:
- extend essential support to help surviving family members of your bereaved client
- Learn about the probate process while we service the work
- Earn from referral fees
- Continue working with the family for estate planning and financial and investment services for Executors and Beneficiaries; the next generation
We have a network of professionals already reaping the rewards of working with us and adding substantial income to their earnings.
Working with Us!
We want you to know how your referrals will be handled. Here’s a breakdown of our process:
- You provide information about the Estate
- We allocate the matter to one of our Probate Experts
- The Probate Expert liaises directly with the Executor to collect the relevant paperwork
- The Executor is onboarded, and the Estate Administration process commences
- The Probate Expert will contact all relevant organisations to obtain probate valuations
- Once obtained, the Probate Expert will apply for Probate
- The Probate Registry will issue the Grant of Probate
- The Probate Expert will contact you to remind you to contact the Executor and Beneficiaries about your financial and investment services
- The Probate Expert will collect the assets and pay the liabilities
- The Probate Expert will settle our fees and pay your marketing / referral fee
- The Probate Expert will advise on any statutory safeguards – Trustee Act Notices / potential claims etc.
- The Probate Expert will contact you to remind you to contact the Beneficiaries about your financial and investment services
- The Probate Expert will distribute the Estate to the Beneficiaries