Estates Back Office

Who we help

Built around your practice

Estates Back Office supports any firm that touches deceased estates — but two situations come up again and again. Whether estate work is an occasional part of your practice or you're preparing to move on from it altogether, we take the administrative load and help you get more from the work.

The occasional practitioner

You do only a few probate matters a year

Estate work isn't your core practice, so every matter means relearning the forms and court requirements, and losing hours you'd rather bill elsewhere. We do this work every day — you keep the client and the relationship while we handle the process, so an occasional matter never becomes an occasional headache.

  • Keep clients you'd otherwise refer away
  • Current expertise without carrying it in-house
  • Fixed fees you can quote on with confidence
  • As much or as little as you need — one matter or ten
Occasional Probate →
The exiting practitioner

You're preparing to sell or wind down

Your wills bank is often the most valuable asset in the sale — but only worth what a buyer can verify. We digitise your wills, confirm your clients can still be reached, reconcile the register and package it all into a due-diligence-ready asset, so you go to market with a stronger, defensible price.

  • Turn a paper register into a verified digital asset
  • Confirm a live, contactable client base
  • Reduce due-diligence friction and pricing discounts
  • Discreet, onshore and confidential throughout
Selling Your Practice →

And of course

Every kind of estates practice

Beyond those two situations, firms of all shapes draw on us for day-to-day capacity across the estate administration lifecycle.

Busy estates teams

Absorb spikes in probate and administration work without recruiting or carrying fixed overhead.

General & property firms

Handle the estate of a long-standing client end to end, with the process work done behind you.

Sole practitioners

Gain a full back office — searches, drafting, notifications and accounts — without hiring one.

Not sure which fits you?

Tell us about your practice and we'll point you to the right starting place.

Get in touch