Many of our contentious probate instructions come from other professionals. We understand that when you refer a client, your own relationship with them matters. We will treat your client well, keep you informed with their consent, and respect your role as their adviser.
Who we work with
- private client and probate solicitors at firms without a contentious team;
- will writers;
- Chancery and contentious trusts barristers and their clerks;
- independent financial advisers, wealth managers and private banks;
- accountants and trust companies; and
- professional deputies, attorneys and executors.
How a referral works
- Call or email Dominic Green on +44 (0)207 201 3560 or DominicGreen@childandchild.co.uk, or use the referral form.
- Conflict check. We check for conflicts before discussing the substance, which matters particularly where a firm drafted the will or acts as executor or trustee.
- A quick initial view. We aim to give you and your client an initial view on merits and time limits quickly. [placeholder – confirm turnaround commitment]
- Keeping you informed. With the client's consent, we update you at key stages and can hold joint meetings.
Our commitment to referrers
We take on the dispute, not your client relationship. Non-contentious work, such as ongoing estate administration, wills and tax planning, stays with or returns to you. [placeholder – "we return clients" policy wording to be approved by the firm]
CPD and resources
- CPD sessions for your team on topics such as spotting a potential estate dispute, Inheritance Act time limits and protecting executors. [placeholder – session list and booking details]
- A short referrer guide. [placeholder – referrer guide PDF download]
