Train to offer probate directly to your clients with Assured Probate Services

Assured Probate Services is the preferred specialist probate and estate administration company available to financial advisers.

A probate company like no other; Assured Probate Services is exclusively for the IFA and estate planning profession;

  • Responsible probate & estate administration
  • Fees paid out immediately on the company receiving the case*
  • Manage and set your own fee levels
  • We carry out all the work for you from start to finish.

Assured Probate Services train hundreds of advisers a year, allowing you to offer probate and estate administration services directly to your clients.

As well as our professional service, the value for money which we offer to our qualified Associates is incomparable. This in turn allows each and every one of you the opportunity to provide a much needed service to all of your clients, but also to provide your financial services/estate planning business with the increased income and profits you deserve.

In conjunction with our sister companies: APS Legal & Associates, we believe the cornerstone of all financial planning is in having the correct Trusts & Wills in place for clients.

However, the real collective value and income stream comes by also offering the service of probate and estate administration.

The commercial opportunities available to the IFA and estate planning community who offer this service directly are extraordinary.

By simply joining Assured Probate Services you will be able to offer professional probate & estate administration services to your clients. In becoming a Probate Associate you will be offering the client a professional, secure and responsible service, whilst generating an immediate and significant fee to your business.

We do all the work for you - keeping your workload to an absolute minimum.

Two ways you can add probate to your services

1) Become an Assured Probate Services Associate

Add probate and estate administration services directly to your business. It's highly rewarding, yet so simple to do. Our services are designed exclusively for the IFA and estate planning profession.

As a Probate Associate you will undertake the 1/2 day probate webinar. The webinar has been exclusively designed for the IFA and estate planning community to provide you with the knowledge and ongoing technical competence so you can assist your clients in the area of probate and estate administration.

When the service of probate is required, the Probate Associate simply visits the client to assess the estate. These details are then passed to our head office, where our highly experienced probate team will provide a fixed quote within 24 hours. In keeping with the company’s ethos and unique business model, this quote will be well below market value. The quote is passed directly to our Probate Associate, who then applies their own fee level to it using our market value guidelines along with the remuneration requirements of the Probate Associate.

The complete quote is then given to the client for Assured Probate Services to carry out the estate administration.

When the client instructs Assured Probate Services to administer the estate, the Probate Associate collects their fee from us and then simply sits back and relaxes, allowing our professional team to deal with the case from start to finish.

You can provide our services directly to your clients and we will happily develop and support you and/or your staff to become fully qualified Probate Associates. We will put you through our exclusively designed webinar training course and will provide all the ongoing support required for you to provide a complete probate and estate administration service to your clients.

There is just a small yearly support and training fee of £125 to become a Probate Associate.

This will include, amongst others, the following:

  • The knowledge, skills and confidence to provide comprehensive advice and take client instructions
  • The ability to manage and set your own levels of fees
  • A comprehensive probate webinar (provides 5 hours CPD)
  • A complete 'back office' function, including reception, secretarial and administration support
  • The use of the company’s corporate identity
  • Full lifetime professional indemnity insurance (to £2.5 million) and public liability insurance (to £5 million), providing you operate within the conditions of the Associate agreement.
  • Ongoing legal, technical and mentor support
  • Internet based information and resource centre
  • Ongoing CPD (Continuing Professional Development)
  • Continuous training provided on a regular basis

Our team of probate experts carry out all the work for you from start to finish, keeping your own workload to an absolute minimum.

*subject to the company’s discretion and the Grant of Probate application.

2) Introducer route

Simply pass on all your probate enquiries to us at our head office. Our team of experts will deal with the case from start to finish and you will be assigned your own case manager.

Our strength in the marketplace combined with our structured operations and resources allows us to build national relationships. We also pride ourselves on building relationships in local areas with IFAs and professional introducers. As the preferred choice to the majority of the networks, our company is national by structure, but local by nature and our resources allow us to have a professional team which covers every part of the UK, to service all areas without any conflict of interest to your financial services business.

Our highly qualified staff are handpicked, so you can be safe in the knowledge that your clients will get a professional, cost effective and courteous service.

As an introducer you will earn 20% in fees from the value of each case.