Support the families you serve.
When a family loses someone, the administration that follows can overwhelm them. Give them a guided way through it — and bring every estate you handle into one place.
A better experience for the families in your care
The work doesn’t disappear — but the confusion can. EstateHQ turns an overwhelming process into clear, guided steps, so the families you refer feel held, not lost.
Serve families better
Hand the families you support a calm, guided path through probate and inheritance tax — and let your firm be the one that pointed them to it.
One caseload, one view
Every family you’re helping, in a single dashboard — progress, documents and status at a glance, without chasing paperwork across inboxes.
A share of every estate you refer
Partnership earns its keep. Receive a share of the fee on the estates that come through your firm.
Your name, front and centre
Letters and communications carry your branding, not ours. To the family, the support feels like an extension of the firm they already trust.
Set up in days, not months
No integration project, no technical lift. Apply, get set up, and start offering EstateHQ to the families you serve.
Apply for access
Tell us about your firm. We review and approve partner organisations directly.
We set you up
Your organisation, your branding, your team — configured and ready.
Refer the families you serve
Invite a family in moments. They get guided support; you keep oversight.
Manage it all in one place
Track every estate from one caseload, and earn on the ones you refer.
Built for the firms families turn to first
If grieving families come to you, EstateHQ helps you help them.
Become an EstateHQ partner
Join the firms giving families a better way through one of the hardest things they’ll face.