We hear many reasons from probate firms about why their clients turn to them for probate. For Clare Francis, her accountancy firm had been dealing with her parents’ personal accounting and tax work for years. When her mother passed away, the good working relationship and trust she has with her accountant contributed to her decision to appoint the firm to look after probate for her.
With a previous experience of the probate process, Clare found that her solicitor had to contact her accountants with many questions about her father’s finances. It made sense to employ the people who would be dealing directly with HMRC the second time around.
Another factor for Clare was the firm’s clear communication, lack of jargon and transparency around which parts of the process she would be able to do herself. An example of how price and service transparency can be a powerful marketing tool.
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