Partners

Take the work you would rather not run yourself

Most advisers meet a cross-border estate, a crypto holding or a farāʾiḍ distribution a few times a year - not often enough to staff for, too often to keep turning away. Three ways to solve that without losing the client.

See the three models Apply

Three ways to work together

Pick the one that matches what you have - a client, an audience, or a client base you want to sell more to.

For advisers with the client but not the specialism

Referral

You have a client whose estate has gone cross-border, or turned out to hold crypto, or needs a farāʾiḍ distribution. You do not want to turn the client away and you do not want to learn a new specialism for one file. You introduce them; we do that piece; you keep the relationship.

Open to solicitors, accountants, IFAs, will-writers and estate agents
A fee on each matter that completes, agreed in writing before the first introduction
You stay on the file if you want to, or hand it over entirely
We do not market to your client for anything outside the referred work

Apply as a referral partner →

For audiences, not clients

Affiliate

You write, teach or broadcast to people who need this and you would rather send them somewhere honest than to a £29 template. Our two free tools and four guides are the entry point, so you are recommending something useful rather than a sales page.

Open to publishers, newsletter writers, community organisations and educators
Commission on consultations that convert, tracked by your own link
Free-tool and guide links pay nothing and are yours to share regardless
Direct arrangement now; a network such as CJ or Impact can be added if volume warrants it

Apply as a affiliate partner →

White-label, under your own brand

Reseller

You already sell wills or estate planning and want to offer the cross-border, Shariah and digital-asset work without hiring for it. We draft behind your brand, to your house style, and stay entirely off your client relationship.

Best for will-writing firms, IFA networks and family offices with steady volume
Documents delivered in your template, your covering letter, your name on the file
Pricing is per-matter wholesale, set for each partner rather than off a rate card
We will not contact your clients directly, in writing, in the agreement

Apply as a reseller partner →

What you get, in plain terms

	Referral	Affiliate	Reseller
You bring	A specific client and matter	An audience	A client base and your own brand
Client-facing	Us, with you copied in if you want	Us	You, always
Who is on the file	Both, by agreement	Us	You
Paid on	Matters that complete	Consultations that convert	Wholesale per matter
Paperwork	One-page referral agreement	Terms and a tracked link	Framework agreement and an NDA
Time to start	Same week	Same day	Two to three weeks

Where we are useful, and where we are not

Send us

Estates with assets in more than one country. Forced-heirship and situs problems. Choice-of-law elections. Farāʾiḍ distributions that have to work as English wills. Crypto and digital assets in life or in an administration. Foreign grants and resealing.

Do not send us

Anything contentious - a will challenge, a 1975 Act claim, a removal application. Those are reserved legal activities and we do not do them. We will say so on the first call rather than three weeks in, and we would rather refer it on than hold it.

Read this before you refer anything. iProbate is not a firm of solicitors, does not carry out reserved legal activities, and does not yet hold professional indemnity insurance - cover is being arranged. If you are regulated, that is a fact about your supply chain that your compliance officer will want to know, and your own rules on referral arrangements and disclosure apply to you regardless of what we agree. We would rather you checked and declined than found out later.

Apply

No form-filling marathon. Tell us which model and what you handle, and we will come back within one working day with either a one-page agreement or an honest reason why it is not a fit.

Common questions

Can a regulated firm pay or receive a referral fee for probate work?

Generally yes - the LASPO ban on referral fees applies to personal injury, not to probate or estate planning. But if you are regulated, your own rules govern you, not ours: the SRA Code requires that any referral arrangement is in writing, that the client is told about it and about the fee, and that it does not compromise your independence. We put every arrangement in writing and we expect you to disclose it. If your compliance officer says no, that is the end of it and we will not press.

What do you actually do on a referred matter?

Only the piece you refer. If you send us a cross-border will, we draft the cross-border will. We do not review your other work, we do not pitch the client on anything else, and we do not take over the relationship. That undertaking is in the agreement, not just on this page.

Are you insured, and are you regulated?

iProbate is a self-employed sole practitioner and an Affiliate Member of STEP (no. 302475). We are not a firm of solicitors and we do not carry out reserved legal activities under the Legal Services Act 2007. We do not yet carry professional indemnity insurance; cover is being arranged and this page will say so the day it is in force. For a regulated firm that is a material fact about your supply chain and you should weigh it before referring. We would rather lose the partner than have that surface later.

What are the commission rates?

They are agreed in writing with each partner before any work is referred, because a single high-value cross-border administration and a stream of straightforward Shariah wills are not the same commercial proposition. We would rather quote you honestly than publish a headline rate we then vary.

Is there a minimum volume?

No. Referral partners are welcome to send one matter a year. Reseller arrangements need enough regularity to be worth papering, which in practice is a handful of matters a quarter.