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Referral guides for professional firms - spotting the moment, referring clients compliantly, and earning a share.
Showing articles tagged Wills & estates — clear filter
The business owner with no succession plan
Business owners pour years into building something valuable, then leave its future entirely unplanned. For any professional worki…
The dying-intestate risk any professional can flag
Dying intestate is not a rare misfortune; it is the default for anyone without a valid will. Understanding the basic risk lets an…
The client whose assets outgrew their old will
As clients accumulate wealth, the will they wrote years ago can become dangerously inadequate. Noticing when someone's assets hav…
Second marriages and blended families: the estate referral
Second marriages and blended families create some of the trickiest estate situations there are, and clients rarely appreciate the…
The will nobody made: closing the gap for the next generation
Why the probate professional who has just administered an intestate estate is uniquely placed to break the cycle for the family l…
The stale will after a life event: your cue to refer
Many clients believe that once they have made a will, the job is done for life. In truth, a single life event can leave that docu…
No lasting power of attorney: the safeguard clients skip
Estate planning is not only about death. A lasting power of attorney protects a client if they lose the capacity to make decision…
Referral fees for probate professionals: what the rules actually say
A plain-English guide to the rules on referral fees for probate practitioners, estate administrators and funeral directors in the…
Why probate professionals are perfectly placed to fix Britain's wills gap
Probate practitioners see the cost of intestacy and stale wills first-hand. This article makes the case that they, not will-write…
How funeral directors and probate professionals make consented referrals
How funeral directors and probate professionals can refer bereaved families to vetted, regulated specialists using an opt-in, evi…
A vulnerable beneficiary and the trust conversation
When a client has a disabled, dependent, or otherwise vulnerable relative, a straightforward inheritance can create real problems…
Referral fees for probate professionals: doing it properly
A fresh look past the 'are they allowed' debate at what a properly run referral-fee arrangement actually requires in day-to-day p…
Pre-need and funeral-plan clients: the estate-planning conversation
How funeral directors serving pre-need and funeral-plan clients sit at an unusually good moment to introduce estate-planning help…
The client with no will: the commonest referral you're missing
The single most common estate-planning trigger is also the easiest to overlook: a client who has simply never got round to making…
Inheritance tax on an estate: when to bring in a specialist
A practical guide for probate professionals on spotting the estates that warrant specialist tax input, and how to make that intro…
The executor's own affairs: the will-and-LPA referral moment
Why the executor sitting across your desk is the most receptive audience you will ever have for a will and LPA introduction, and …
Property abroad: the will complication that needs a specialist
Foreign property sounds like a lifestyle detail, but it can complicate an estate enormously. When a client mentions a place abroa…
A new baby and no guardianship clause: the wills referral
A new arrival changes a family overnight, yet the one legal safeguard most new parents overlook is a guardianship provision. When…