Your partner through probate

Becoming a partner couldn't be simpler. Submit the form using the link below, and a dedicated Business Development Manager for your area will be in touch to introduce themselves and get you set up. They will discuss the partnership in more detail, complete your partner registration, and provide you with the resources you need to get started. Naturally, they will ensure your business is aligned with ours and work with you to get the most out of the partnership.

You have three simple options:
1. Submit a referral on our exclusive Partner Portal.
2. Call our Client Services Team on 0300 303 9000 and select option 1.
3. Email ClientServicesTeam@kctrust.co.uk.

All we need from you is the name of your deceased client and the details of the family member that we should contact. Ideally, this would be their full name, contact number, relationship to the deceased, and email address. Our Client Services Team will then reach out to advise them on how we can help with the estate administration process.

Once the Grant has been issued by the Probate Registry, we can collect funds from assets in the estate. When we have sufficient funds on account, we will pay your fee, so this is received by you before the case has closed. You will receive an email notification when your fee share is payable.

A contact programme will be agreed with the client at the start of the process, including how often they would like to hear from us and their preferred communication method. Most clients opt for monthly updates throughout the process. Partners are also welcome to regular updates if the client gives permission. We find partners do not typically need as many updates and usually opt to be updated at the key milestones, such as when the Grant is issued.