Probate Quotes & Referrals • White-label estate planning

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.

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  • 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.
Probate Quote and Referral System
The Probate platform

Costed probate quotes, issued in minutes, in your name

Almost every probate enquiry starts with one question. What is this going to cost. It is usually asked late in the evening, a few days after a funeral, by somebody who has never done any of this before. Most firms answer it with a contact form and a promise to call back. This answers it there and then, with a proper costed quote built on your own fee scale, and it captures the enquiry whether you do the work yourself or refer it on.

What the client can do online

  • Answer a short set of questions about the estate, without gathering the paperwork first
  • See a costed quote in minutes rather than waiting for a call back
  • Choose grant only, or full estate administration
  • Instruct you and pay online, or book a call if they would rather talk it through
  • Come back to a saved quote later, which is what most of them do

What the estate questions capture

  • Whether there is a valid Will, and who the executors are
  • The property, and whether it was held jointly or as tenants in common
  • Bank accounts, savings, investments and shareholdings
  • Pensions, life policies and death in service benefits
  • The mortgage, the debts, and anything owed to the estate
  • Lifetime gifts made in the seven years before death
  • Beneficiaries, including any who are minors, missing or living abroad
  • Whether a full inheritance tax account is likely to be needed
PROBATE COST ESTIMATE THE WILL Valid, two executors named THE ESTATE Property, accounts, shares INHERITANCE TAX Full account likely needed LEVEL OF SERVICE Full estate administration YOUR FEE SCALE Pricing the matter now QUOTE, SCOPE AND ENGAGEMENT, IN YOUR NAME QUOTE ISSUED On your fee scale, in minutes, not next week

Written for England and Wales. The questions follow the real process, a grant of probate where there is a Will and letters of administration where there is not, the intestacy rules where they apply, and the current inheritance tax reporting requirements. When HMRC or the probate registry change a form, a threshold or a fee, your platform is updated centrally. You do not have to watch for it.

White-label

Your brand on the quote. Ours nowhere.

A grieving family comparing probate costs is deciding who to trust with everything their parent owned. They will not do that on a comparison site they have never heard of. From the domain in the address bar to the name at the bottom of the quote, everything the client sees belongs to you, whether you are doing the estate administration yourself or passing it to a probate specialist you already work with.

yourfirm.co.uk/probate/quote YOUR FIRM Wills LPAs Probate QUOTE Your probate quote Step 4 of 7 · The estate A property, held in one name Shares or investments CONTINUE YOUR QUOTE £2,450 Fixed fee, set on your own scale, paid to you NO THIRD PARTY BRANDING. NO REDIRECTS.

Your own domain

The quote journey runs on your domain or a subdomain of it. The client never leaves your website and never sees ours.

Your identity throughout

Logo, colours, tone, the quote document, the scope of work and the engagement letter. All of it carries your firm, not ours.

Your fee scale, your margin

Fixed fee, banded by estate value, a percentage, or grant only against full administration. Set the rules once and every quote follows them.

Payments straight to you

Take the full fee, a deposit, or the disbursements up front. Card payments settle into your own connected merchant account.

The client stays yours

Every enquiry, answer and quote sits in your account, including the beneficiaries. We do not market to any of them.

Live in days

Branding, domain, fee scale and referral routing are configured for you. Most partners are quoting live probate enquiries inside a working week.

You do not have to do probate to earn from it. Firms that administer estates use this to win the instruction. Firms that do not use it to capture the enquiry and refer it on, with the fee tracked and the client still theirs.

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The client journey

From a late night search to an instructed matter

Nine stages. The client answers the questions, the platform prices the work and does the chasing, and you step in where your judgement actually earns a fee.

Client does this Runs automatically You do this
1
Client does this

They land on your probate page

Usually from a search for what probate costs or whether they even need it, sometimes from a funeral director, an accountant or the Will you wrote years ago. There is no enquiry form and no promise of a call back. The button says get a quote, and it gives them one.

2
Client does this

A short set of questions about the estate

Whether there is a Will, what the person owned, how the property was held, roughly what it is worth, who inherits and what is owed. Written for somebody who has never done this before and has not yet found the paperwork. Estimates are allowed, and expected.

3
Runs automatically

Your fee scale prices it, in front of them

A costed quote built from the rules you set, whether that is a fixed fee, a band by estate value, a percentage or an hourly estimate. The probate registry fee and the other disbursements are shown separately, so nobody is surprised later.

4
Client does this

They choose how much of it they want you to do

Grant only, where you obtain the grant and the family does the legwork, or full estate administration where you handle everything through to distribution. Two prices, side by side, with the difference explained in plain English rather than in a client care letter.

5
Runs automatically

The estate is scored for tax and complexity

Every answer is checked against triggers for inheritance tax, intestacy, trusts, business and agricultural property, foreign assets, insolvency and family conflict. Straightforward estates carry on and instruct online. Anything that needs your judgement is held and sent to you. The next section sets out exactly what gets flagged.

6
Client does this

They accept the quote and instruct you online

The engagement terms and scope are issued in your name and signed electronically. Take the fee in full, take a deposit, take the disbursements now and the balance from the estate, or take nothing yet. Card payments settle into your own merchant account.

7
Runs automatically

The matter opens itself

Identity and anti money laundering checks go out, the asset and liability schedule is created from the answers already given, and the letters to the banks, the pension providers and the insurers are prepared. If the family holds an Executor Toolbox, the information is already there and the schedule fills itself.

8
You do this

The work gets done, by whoever should be doing it

If you administer estates, it is your matter. If you do not, the enquiry is routed to the probate provider you have chosen, with the full set of answers attached, and the referral is logged with your fee against it. Either way the client was captured on your website and stays on your record.

9
Runs automatically

The family is kept informed, then kept

The client sees where the matter has got to without having to ring for an update, which is the single biggest complaint made about probate firms. When the estate is distributed a review request goes out, and every beneficiary who has just inherited is prompted, gently and at the right moment, to sort out their own Will and LPAs. One estate becomes the next four clients.

Tax and complexity

The estates worth having are the ones a price list cannot quote

The risk with instant probate pricing is obvious. A taxable estate, a half finished intestacy or a family already arguing about the house gets quoted at the same fixed fee as a single bank account, and either you honour a quote that loses money or you start the relationship by putting the price up. That is exactly what this stops. The platform recognises those estates mid journey, holds the quote, and puts the family in front of you instead.

CLIENT ANSWERS THE ESTATE FACTS TAX AND COMPLEXITY CHECK Scored on every answer STRAIGHTFORWARD QUOTE ISSUED ONLINE Accepted and paid online MATTER OPENS Fee earned, low touch FLAGGED FOR REVIEW QUOTE HELD Answers saved, nothing lost BOOKED INTO YOUR DIARY PRICED ON THE FACTS, NOT ON A GUESS

What trips the flag

Inheritance tax is in playThe estate looks likely to need a full inheritance tax account, or the residence nil rate band, a transfer from a first spouse or the taper on a larger estate all have to be worked through.
Lifetime gifts in the last seven yearsGifts, a house given to a child, or an arrangement where the person kept the benefit of what they gave away. All of it changes the tax position and the work involved.
No valid WillAn intestacy, a Will that cannot be found, a homemade Will that may not have been signed properly, or a later Will nobody has seen.
A dispute already brewingA disinherited child, a second family, a cohabitee with no provision, or a promise made about the farm. A claim against the estate is not a fixed fee matter.
Trusts in the pictureA trust created by the Will, a life interest for a surviving spouse, an existing lifetime trust, or assets that were never properly transferred into one.
Business or agricultural assetsA company shareholding, a partnership, a portfolio of let property or a farm, where business and agricultural relief and a proper valuation are the whole job.
Assets or beneficiaries abroadA holiday home, an overseas account, a beneficiary living abroad, or a person who was not domiciled here. Foreign elements pull in a second jurisdiction.
An insolvent or messy estateDebts larger than the assets, a mortgage in arrears, unpaid tax, or an estate where the order of payment has to be right or the executor is personally exposed.
Executor or beneficiary problemsAn executor who has died, cannot act or wants to renounce, a beneficiary who is a minor or lacks capacity, or a beneficiary nobody can trace.
You set your ownAdd or tighten any trigger. Some firms flag every estate over a set value. Others flag any estate containing a business or a second property. Your call.

What happens when an estate is flagged

The family is never told they have failed something, and they never lose their answers.

  1. The quote pauses at the flag and everything answered so far is saved.
  2. The client sees a straight explanation: an estate like this needs a proper look before anyone puts a price on it.
  3. They are offered your live diary and book a call or a meeting there and then.
  4. You get the full set of answers before the call, so you open knowing the shape of the estate rather than starting from nothing.
  5. You advise, and quote at your professional rate for the tax account, the intestacy, the trust work or the contested claim.
  6. If it turns out to be simpler than it looked, you release the quote and the client instructs you online.

The commercial point. Fixed fee online probate wins you the straightforward estates you could never profitably take on at your hourly rate, and it catches the family who would otherwise have gone to a national provider or a bank before you knew they had lost anyone. The filtering makes sure the estates that carry the real fees and the real risk, the taxable ones, the intestacies, the trusts and the contested ones, arrive in your diary as a warm appointment with the facts already in front of you, instead of being quoted at a price that was never going to cover the work.

AI assistant and follow up

The probate question is almost always asked late at night

Someone who has just lost a parent, sitting with a folder of unopened post, trying to work out whether they even need probate and what it is going to cost. They are not going to fill in a contact form and wait until Monday. They will keep searching until somebody answers. An assistant trained on your service answers them at the moment they ask, in your name, and a follow up sequence quietly goes back to the ones who leave the quote half finished, which in probate is most of them.

YOUR FIRM ASSISTANT Online now · Sunday, 22:40 Probate quote · Step 4 of 7 · The property You have paused on the property question. Would it help if I explain? The house was in joint names with my husband. Do we need probate? If you held it as joint tenants it passes to you automatically. Whether a grant is still needed depends on the rest of the estate. Shall we check together? Yes please, that would help RESUMED AT STEP 4 Question logged to the client record Ask anything about probate

If they still leave, the follow up starts on its own

Every unfinished quote triggers the same ladder, at a pace that suits a family who have just had a death in it. Nobody has to notice, remember, or chase.

Straight away

The assistant offers help at the exact question they stopped on, rather than a pop up asking whether they need anything.

On page chat
After one hour

An email from your firm with the quote so far and a link back to where they left it. Nothing has to be typed again.

Email
After one day

A short text in your firm's name, offering to finish it or to talk instead. Most people at this point simply want to know it can wait until they are ready.

SMS
After three days

A WhatsApp message, which is where the family are usually already talking to each other about who is dealing with what.

WhatsApp
After a week

An AI voice call offering to go through it on the phone or book time with you, for the people who would far rather talk to somebody than type into a website.

Voice AI
If there is still nothing

The sequence stops. The enquiry is marked dormant and moved to your reactivation list, because probate often restarts weeks later once the paperwork has been found.

Handed back to you

Trained on your service, not the internet

It knows your fee scale, what your grant only service does and does not include, your turnaround times and which estates you take on, because it is briefed on your account rather than guessing.

It answers the things that actually stall people

Whether a grant is needed at all, what happens to jointly owned property, how long it takes, who pays the fees before the estate is released, and what an executor is expected to do.

It explains, it does not advise

General information about how probate works in England and Wales is fair game. Anything touching the tax position of a particular estate, or a dispute, is handed straight to you.

It books straight into your diary

Where a family wants a person, the assistant reads your live calendar and offers real appointment slots rather than promising that someone will ring them back.

It sounds like your firm

Your name, your tone, your sign off, on your domain, and written with the restraint this subject deserves. The client is never handed to a third party and never sees ours.

It works at nine on a Sunday

Which is when most probate enquiries are actually made, in the fortnight after a funeral, long after every firm in town has switched the phones to voicemail.

Why this matters more than the quote itself. Probate enquiries do not convert on the first visit. People get a price, put it aside because the death certificate has not arrived or the house has not been valued, and come back weeks later to whoever they can remember. A sequence that keeps your firm politely in view for those weeks, without anyone in your office having to diarise a single call, is the difference between quoting an estate and administering it.

Your side of the platform

You get told the moment something needs a human

Probate enquiries arrive at the worst possible hours and go cold faster than any other work you do. Every meaningful event raises an internal alert, routed to the right person on your team, on the channel they actually read.

Team notificationsToday
Taxable estate flagged3 min ago

The Ainsworth estate. Two properties, a shareholding in the family company and a gift of £140,000 made four years ago. Quote held before a price was shown.

Call booked Thu 09:15Answers attachedTo: Probate team
Quote accepted and paid26 min ago

Full estate administration for the Kelsall estate, deposit and disbursements taken. Settled to your merchant account. Matter opened and the identity checks are already out.

InstructedTo: Accounts
Referral accepted1 hr ago

The Whitfield intestacy has been picked up by your probate partner, with the full set of answers attached. Your referral fee is logged against the case and tracked to completion.

Fee trackedTo: Practice owner
Quote opened again, not accepted2 hrs ago

The Doran family have now looked at their quote four times in two days without instructing. Usually a sign they are comparing prices, or that one executor is not sure yet.

Worth a callTo: Front office
Quote left unfinished4 hrs ago

M. Cusack stopped at the property valuation question, 58 per cent complete, at 23:10 last night. The follow up ladder is running. If nothing moves in 48 hours it lands on your call list.

Nurture runningTo: Front office

How the alerts reach you

Email, SMS, WhatsApp or in app

Choose per alert type. A taxable estate can ring through by text within seconds while routine payment confirmations stay in email.

Routed to the right person

The probate team gets the flagged estates, accounts gets the payments, the front office gets the drop offs, and referral fees go to whoever owns the relationship.

One pipeline view

Every enquiry, unfinished quote, quote issued, flagged estate, instructed matter and tracked referral on a single board, so you can see exactly where the revenue is sitting.

Nothing goes cold overnight

A probate enquiry left until Monday morning is usually already somebody else's. The assistant answers it, the sequence keeps it warm, and the alert reaches you either way.

See it running on a live account

Twenty minutes, screen shared, using a real branded journey. We will take a straightforward estate through to an issued quote and an instructed matter, then deliberately trip a tax flag so you can watch the case land in the diary instead.

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Probate

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.

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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