SmartPeer for probate professionals

The referrals you already make

Probate practitioners, estate administrators and funeral directors meet families at the exact moment the cost of poor planning stops being theoretical. The executor untangling an intestacy, the beneficiary receiving a first-ever six-figure sum, the widow discovering the will was never updated — each one needs a professional you can't be.

Sensitivity is everything in this work, which is why informal recommendations sit uneasily. SmartPeer's process asks the client to opt in online, in their own time — no pitch at the funeral home, no pressure in the probate meeting — and gives your firm a documented, disclosed record of an introduction made in their interest.

Four referral moments you saw this month

The executor's own affairs

Nobody finishes administering an estate without privately auditing their own. The will and LPA conversation has never been easier to open — or more welcome.

The beneficiary's inheritance

Five- and six-figure distributions, often to people who've never held such sums. Regulated advice at this moment changes families' trajectories.

The surviving spouse

Sole accounts, single names, pensions with dead beneficiaries: the survivor's own planning is urgent precisely when they least want paperwork. A gentle, consented route helps.

The pre-need conversation

Funeral-plan and later-life clients are planning ahead by definition — wills, LPAs and care-fee questions belong in the same conversation.

How SmartPeer works for your profession

SmartPeer introductions are consent-based by design: the client opts in online before any contact, the disclosure letter is generated automatically, and every referral is tracked so you know what happened to the family you helped. No fees to join; your firm earns a disclosed share only when a referral completes.

What your firm gets

Vetted destinations for financial advice and estate planning — no sourcing, no vetting burden
Client consent captured online before any contact — GDPR built in, not bolted on
A disclosure letter generated automatically for every referral, on your letterhead
Live tracking from introduction to completion — no more black-hole referrals
A commission statement that reconciles: every introduction, every payment, every period
No fees, ever — SmartPeer earns a share only when your referral completes