Provide probate quotes & referrals under your own brand
Launch a branded probate quote and referral system that captures every enquiry online. Clients get an instant quote, you earn from each qualified referral, and no lead slips through the cracks.
- An earn-per-referral revenue streamGet paid for every qualified probate enquiry the platform captures for you.
- Seamless AI onboardingAI qualifies each enquiry, books the call and routes it to the right provider.
- Capture lost online revenueTurn probate searches into booked enquiries instead of losing them to rivals.
- Quotes created automaticallyAn instant probate quote is generated the moment a client submits their details.
Grow Your Probate Referrals with Branded Partner Micro Sites
Supercharge Your Probate Referrals with Ai Wills
Unlock a smarter way to grow your probate practice. With Ai Wills, every referral partner gets their own branded platform complete with AI chatbot, unique QR code, and seamless lead capture. Referrals are nurtured automatically into pre-qualified appointments that land directly in your diary, giving you more instructions with less effort.
What can Ai Wills Do for your business?
Below are some of the features we can offer to streamline your estate planning!
probate referral system
Turn your referral network into a consistent, high-quality lead source, while boosting your credibility, SEO, online presence, and bottom line.
Branded Partner Micro Sites with QR CODEs
Professionally built micro sites in your partner's brand, colours and language on your domain.
High-Converting Probate Form
Our branded sites capture all probate information and nurture leads into appointments with zero effort from you or partners.
Lead Nurturing system
Leads are sent to our system that automatically follow up to book qualified appointments.
Database Reactivation & Data Cleansing
Re-engage old leads or clients
with our built-in campaigns.
AI Agents
Probate trained Ai agents to take calls, onboard and engage website visitors 24/7.
Referral Partner Campaigns
Let us build campaigns targeting your ideal probate partners
Reputation managemnet
Get more Google, facebook or
Trust pilot reviews and build trust on autopilot.
How it works
Our all-in-one system provides real-time visibility on partner performance, automated follow-ups, secure document sharing, and review capture to boost your credibility. By minimising admin and maximising results, Ai Wills helps you strengthen relationships, scale your referral network, and keep your pipeline full — all under your brand.
.
Your Probate Referral Growth System
Imagine every one of your referral partners acting as a professional lead-generation hub for your probate services — generating enquiries, building your brand reputation, and helping you appear higher in local searches.
That’s exactly what our Probate Referral Growth System delivers.
Probate referrals, answered
How firms turn probate demand into new opportunities using the Ai Wills referral and quote platform.
What is the Probate referral module?
It is a referral and quote platform that connects your clients with probate service providers. Clients can request assistance, compare options and receive quotations, giving you a simple way to meet probate demand without delivering the work in-house.
Do I have to handle probate myself?
No. The module is built around referral. Enquiries can be directed to specialist providers, so you generate probate opportunities and give your clients access to professional support without needing probate expertise in your own team.
Can clients get quotes and compare options?
Yes. Clients can request probate assistance, compare their options and receive quotations through the platform, then be referred on to a specialist provider for the work itself.
How does probate create value for my firm?
Probate is a natural next step after a Will. By surfacing it inside your branded platform, you open a new revenue stream and keep clients within your ecosystem rather than losing them to another firm at the point of need.
Is the probate journey branded as mine?
Yes. The probate referral experience runs under your brand and domain, consistent with the rest of your Ai Wills platform, so clients stay with your business throughout.
Can probate enquiries be followed up automatically?
Yes. Probate enquiries feed into the same integrated CRM as your Wills and LPA activity, where AI-driven follow-up by email, SMS, WhatsApp and voice keeps every opportunity nurtured and nothing slips through the cracks.
For Professionals Who Want to Scale
If you’re already advising clients on estate planning, financial products, or legal matters, Ai Wills adds an easy new revenue stream without adding extra admin. If you’re just getting started, we’ll give you the branding, templates, and marketing support you need to launch fast and look professional from day one.
Ready to grow your probate referrals and boost your credibility?
Offer fully digital, probate referrals through a white-label platform — with everything from automation to fulfilment built in.
Take your probate business to the next level
Marketing & Automation Included
To make lead generation effortless, we give your partners multiple ways to share their site. They can add the link to their website menu, include it in their email signature, or use printed QR code stickers on their brochures, business cards, or other marketing materials. This approach means minimal effort for your partners, yet maximum returns for both of you. Once a client completes the form, the system automatically nurtures them with tailored follow-up messages, encouraging them to book a no-obligation probate quote with your firm.
Why Clients Love It.
With our probate referral growth system, every partner you work with becomes a professional lead-generation hub for your business. The process is seamless, scalable, and designed to create a steady flow of new instructions while enhancing your visibility and reputation in the marketplace.
Unity House, Westwood Business Park, Greater Manchester, WN3 4HE
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© 2026 - AI Wills is a trading style of ‘Estate Assist Ltd' - Company Number: 14495587 - Registered in England & Wales. Registered Office Address: 10/12 Upper Dicconson Street, Greater Manchester, WN12AD head Office: Unity House, Westwood Business Park, Greater Manchester, WN3 4HE ICO Registration no ZB470272
Unity House, Westwood Business Park, Greater Manchester, WN3 4HE
© 2026 - AI Wills is a trading style of ‘Estate Assist Ltd' - Company Number: 14495587 - Registered in England & Wales. Registered Office Address: 10/12 Upper Dicconson Street, Greater Manchester, WN12AD Head Office: Unity House, Westwood Business Park, Greater Manchester, WN3 4HE ICO Registration No: ZB470272
Subscribe to our Mailing List
Explore how Ai-Wills can add additional revenue to your exiating business with minimal effort or investment.