Professional partnerships
Help your clients through
what comes next
Probate solicitors, funeral directors, and estate agents partner with Heirly to give families a structured, transparent way to divide an estate — reducing the disputes that find their way back to you. We work with professional partners across the UK, Australia, and New Zealand.
Why professionals recommend Heirly
Reduces disputes that land on your desk
Family conflict over belongings is one of the most time-consuming parts of probate. Heirly's structured round system resolves the majority of items automatically — and gives you a full audit trail if anything is later questioned.
A meaningful addition to your aftercare offering
Introducing clients to Heirly at the right moment shows that your practice thinks beyond the paperwork. It's a simple, low-cost way to differentiate your service during a moment families remember.
No admin burden on your team
You share a link or hand over a one-page card. We onboard the family, run the process, and produce the final report. You receive credit for the referral without adding to your workload.
How it works for partners
Fill in the form below. We'll confirm your details and send you a dedicated referral link within one business day.
A one-page PDF explainer for client packs, a printable card for waiting rooms, and guidance on when and how to introduce Heirly.
Share your unique link by email, in a client pack, or face to face. Takes 30 seconds.
We onboard the family, run the estate process, and produce the settlement report. Nothing comes back to you.
Built for your profession
For probate solicitors
Estate contents are often where family relationships fracture. Heirly gives solicitors a neutral, documented process to point clients toward — one that produces an audit trail and reduces the chance of a disputed allocation coming back to you. Many executors are first-time administrators. Heirly guides them through the process step by step, without requiring legal knowledge.
- Full audit log of every allocation decision
- PDF report suitable for legal record-keeping
- Executor-led, so no professional liability for the process itself
For funeral directors
Families often don't know what happens to belongings after a funeral. Introducing Heirly as part of your aftercare conversation gives families a path forward at the right moment — and associates your practice with something genuinely helpful rather than commercial.
- Warm, dignified language throughout — consistent with your brand
- No cost to the family to start (free tier available)
- Simple to introduce: one sentence and a card
For estate agents
A property cannot be cleared or listed until belongings have been distributed. Families that use Heirly reach agreement faster — which means the property moves forward on your timeline, not theirs. Recommend Heirly early and you remove one of the most common sources of delay.
- Average estate settled in days, not weeks
- Reduces calls to your team from frustrated families
- Positions you as a full-service partner, not just a transaction
We introduced Heirly to a client who was managing a complex estate with four adult children. The process took two weeks instead of what could have been months of disagreement. We'll be recommending it to every executor client going forward.
Register your interest
Tell us a little about your practice. We'll be in touch within one business day.