We use cookies
We use cookies to enhance your experience, maintain your session, and remember your preferences. Some cookies are essential for the platform to function properly. Learn more in our Privacy Policy
We're looking to build relationships with organisations who share our goal of helping families through estate administration. Let's explore how we can refer clients to each other.
We're interested in mutual referral arrangements with organisations who help families during bereavement.
Refer clients with straightforward estates to us, freeing your team to focus on complex cases that need your expertise.
Recommend EstateCopilot to families who need help with estate administration after using your notification services.
Point your clients towards affordable estate administration while maintaining your advisory relationship.
Help families by recommending estate administration support when they need it most.
Benefits that make our partnerships successful
A straightforward referral arrangement where we both help clients find the right services.
Help families access affordable estate administration when they need it.
Simple, flexible arrangements that work for organisations of any size.
We support estates across England & Wales, Scotland, and Northern Ireland.
A simple process to begin our partnership
Contact us to discuss how a mutual referral arrangement could work for both of us.
We'll have an informal conversation about your clients and how we might help each other.
We'll agree on a simple referral arrangement that works for everyone.
Begin recommending each other to clients who could benefit from our services.
"We believe that by working together with like-minded organisations, we can help more families get the support they need during a difficult time."
The EstateCopilot Team
Drop us a line and let's have a conversation about how we might help each other.
Or email us directly at partnerships@estatecopilot.co.uk