Professional partnerships
Help your clients through
what comes next
Probate solicitors, trustee companies and funeral directors partner with Heirly to give families a structured, transparent way to divide belongings — reducing the disputes that find their way back to you. We work with 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.
- Fewer calls from family members asking how belongings are being divided
- 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
Register your interest
Tell us a little about your practice. We'll be in touch within one business day.
Thanks - we'll be in touch
We've received your enquiry and will reply within one business day. If you'd like to reach us sooner, email hello@heirly.app.