The process

A clear path through every stage.

A named specialist explains each step and remains available when questions arise.

  1. 01

    Tell us about the estate

    A calm first conversation helps us understand what has happened and what support you need.

  2. 02

    We explain what is required

    Your named specialist identifies the likely probate route, documents and immediate next steps.

  3. 03

    Documents and forms are prepared

    We organise the information, prepare the relevant forms and check the details with you.

  4. 04

    Your application is reviewed and submitted

    The matter is checked before the appropriate application and supporting information are submitted.

  5. 05

    We stay with you through the estate

    Choose application-only help or wider support with assets, liabilities, beneficiaries and distribution.