Referral Panel

Receive pre-organised probate cases directly to your dashboard.

When an executor using our DIY Toolkit needs professional help, panel members in their region are the first to know. The case arrives with the groundwork already done.

Apply to join the panel Questions? Call 01702 780 102

Two types of panel membership

The panel has two tiers, reflecting the two stages of estate administration.

Different work requires different qualifications. The platform routes cases accordingly.

Panel tier	Who is eligible	What it covers
Pre-Grant panel	Solicitors, legal practitioners and licensed probate practitioners only	Obtaining the Grant of Probate or Letters of Administration. This involves regulated legal work and is restricted to qualified legal professionals. The executor needs a regulated professional to navigate the legal process of obtaining the Grant.
Post-Grant panel	Open to all qualified probate practitioners — law firms, accountants, will writers, probate service providers	Estate administration after the Grant has been obtained. The Grant is in place; the work is administration, not regulated legal advice. An executor who obtains the Grant themselves but struggles with the administration can also refer into the post-Grant panel.

What arrives with each referral case

The estate file is already built before you claim the case.

You start each case with context, not a blank sheet.

🏠

Full asset register

Property, accounts, investments, personal possessions — all recorded by the executor before the referral.

📋

Liability schedule

Mortgages, debts, outstanding bills — the complete liability picture at date of death.

✅

Completed checklists

You can see exactly what the executor has done and what is still outstanding.

📬

Correspondence sent

Which organisations have already been notified, and which letters have been issued.

👤

Personal details and beneficiaries

The deceased's personal details and beneficiary information, all pre-populated.

🚦

Stage and complexity flags

Grant status, IHT flag, and a complexity indicator so you can assess the case before claiming.

How referral cases reach you

Six steps from executor's request to your dashboard.

Executor requests professional help An executor using the DIY Toolkit reaches a point where they need professional support and requests a referral.
Platform checks Grant status The platform determines whether the Grant has been obtained. Pre-Grant cases go to the solicitors and licensed probate practitioners panel. Post-Grant cases go to the full panel.
Panel members in the region are notified You receive a notification showing: estate region, complexity level, IHT flag, Grant status, and a claim button. No personal data at this stage.
First to claim takes the case The first panel member to claim the case in their Pro dashboard proceeds to the next step.
Executor gives explicit consent You arrange a consultation with the executor. If they decide to proceed, they give explicit consent and the full estate file transfers to your dashboard.
You work the case in Probate Toolkit Pro The per-case Pro fee is charged to the estate. The executor's DIY Toolkit cost is deducted from your bill to them.

Panel membership requirements

What we ask of panel members.

Requirement	Pre-Grant panel	Post-Grant panel
Qualification	Solicitors, legal practitioners and licensed probate practitioners — current and verified	Any qualified probate practitioner — law firm, accountant, will writer, probate service provider
Geographic area	Registered coverage area — cases matched to your region first
Fee deduction	Agreement to deduct executor's DIY Toolkit cost from your bill to them
Pro account	Active Probate Toolkit Pro account — panel membership included in per-case fee

Apply to join the panel.

Tell us your qualification type and coverage area. We verify your credentials and most applications are approved within one business day.

Apply to join the panel Call 01702 780 102