Lead generation for probate
Pre-qualified probate enquiries from executors and families dealing with an estate, sent to one firm per area with a share of the instructed matter taken after the case is opened.
At a glance
- Model
- Pay on results
- Your leads
- Exclusive, one firm per area
- Cost to start
- Nothing up front
Probate work comes with a specific kind of client: someone dealing with the administration of an estate, often under time pressure and without experience of the process. They need a clear firm to instruct, not a list of five options to compare. For solicitors and probate specialists, generating a reliable volume of this work through advertising is difficult because the timing of bereavement is unpredictable, and many people in this situation search only once and choose the first credible firm they find.
ROI Leads identifies families and executors who are at the stage of looking for professional help with probate and passes each enquiry to a single firm in their area. The fee is a share of the value of the instructed matter, paid once the case is formally opened. A month with fewer deaths in a given area, or a run of enquiries that do not convert, leaves your costs unchanged.
What a probate enquiry needs before it reaches a firm
The enquiry should come from the executor or a close family member with authority to instruct, and the estate should be at the stage where professional help is genuinely needed rather than weeks away from being required. We confirm the nature of the estate, the presence of a will, and whether the prospective client is in a position to instruct before the enquiry is passed on. Tact and clarity matter throughout, and the tone we use in generating these enquiries reflects that.
The work these leads cover
Real probate enquiries across the jobs you take, filtered to your area before they reach you.
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Grant of probate application
Applications for the grant in England and Wales where a will is in place.
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Letters of administration
Intestacy cases where there is no will and an administrator must be appointed.
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Full estate administration
Complete administration including asset collection, liabilities and distribution to beneficiaries.
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IHT and estate tax advice
Inheritance tax calculation, reliefs and payment as part of the probate process.
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Contested probate
Disputes over the validity of a will or the conduct of an executor.
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Overseas asset and foreign probate
Estates with property or accounts held in other jurisdictions.
Probate leads across the UK
The same model runs city by city. A few of the areas live now:
Probate leads, answered
Are these enquiries from people ready to instruct a firm?
Yes. We do not send people who are still in the early stage of understanding whether they need professional help. The enquiries we pass on come from executors or families who have decided they want a firm to handle the process.
How is the fee calculated on a probate matter?
The share is agreed as a percentage of the professional fee on the instructed matter, set before your first enquiry arrives. Fixed-fee and hourly-rate structures are both accommodated in the agreement.
Is there a minimum estate value?
You can set a minimum at sign-up if your firm focuses on larger or more complex estates. We will only send enquiries that meet the threshold you specify.
Ready for exclusive probate leads?
Book a short call and we will set up your area and show you how the split works for the jobs you take.