Membership Application

The form is made up of nine short sections and should take no longer than five minutes if you have the following information prepared.

You will need:

  • to prepare a short paragrah to sell the virtues of your business. Maximum 500 words
  • to choose one email address ONLY to receive lead notifications
  • to have the email addres of the person authorised to set up a Direct Debit.
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Your Details

Please enter the best number to contact to discuss your application

Business Details

Billing Details

Members of The Probate Network a charged a small monthly membership fee and are charged for any leads claimed. All membership fees and leads charges (exact fees will be confirmed) are payable via Direct Debit. All payments are fully protected by the Direct Debit Guarantee. Please confirm that you can set up / authorise a Direct Debit payment.

Are you able to set up / authorise a Direct Debit payment? *

At the current time we only offer payment by Direct Debit. If Direct Debit is not an option your application will be declined.  

Regulation

Is your business regulated?

Your Services

Which of the following services would you like to receive leads for? Please tick all that apply.

1. Probate Legal Advice (Non Disputed)
The Probate Network website offers a free twenty minute telephone consultation to people needing probate advice. Are you willing to offer some initial free advice to prospective clients?

Please note: If you offer a free twenty minute free consultation you will receive more lead opportunities however offering free advice is not essential.

Would you like to receive leads for these related services?
2. Contentious Probate
The Probate Network website offers a free twenty minute telephone consultation to people needing probate advice. Are you willing to offer some initial free contentious probate advice to prospective clients?

Please note: If you offer a free twenty minute free consultation you will receive more lead opportunities however offering free advice is not essential.

In relation to contested probate do you offer any of the following;
3. Probate Loans
What type of loans do you offer? (tick all that apply)
What type of probate research services do you offer? (tick all that apply)
5. Probate Insurance
What types of insurance do you offer? (tick all that apply)
6. Valuations
What do you provide valuations for? (tick all that apply)
7. Property Related Services
What probate property related services do you offer? (tick all that apply)

The Pitch

When you claim a lead the Prospect is sent an automatically generated email to confirm who has received their details. If you wish (and this is recommended) a short paragraph about the business can be included in the email. It's the first opportunity to promote your business.

Points to note:

  • The text limit is 500 words
  • If you are requesting leads for multiple service types focus on the business and not the products. This is one paragraph per account and the email is the same regardless of service type.

Contact Details

To be included in the automatically generated email. 

Lead Allocation 

The Membership Portal is the lead management system that generates the email to notify Members that leads are available to claim. It can only accomadate one email addresss per account. Please confirm the email address you would like to receive lead notifications. 

Please not f you want leads for multiple services that need to go to different people within the business there are two options. 

  1. Create a second account with The Probate Network which will be subject to an additional monthly Administration Fee. 
  2. Have one account with one email but use email autoforward on your internal systems to direct the email to the correct person. Emails can be filtered on email subject line. 

Your Locations

Where do you provide services? (tick all that apply)

Please Confirm

Data Protection

The Probate Network is complaint with the Data Protection Act 2018. When you become a member, we need to share personal information gathered via our website and before we share this with you, we need to know your firm is also compliant with the Act.

Is your business compliant with the Data Protection Act 2018? *
Is your business registered with the Information Commissioners Office? *