Your advice shouldn’t end when the documents are signed.
It should continue when your clients need you most.

Preparing a Will, advising on financial planning or helping clients organise their affairs is one of the most valuable services you provide. Executor Hub helps you continue supporting those clients long after they leave your office.

Free to Join Full Training Included Marketing Resources UK Support Recurring Commission

A Will answers one question.
Executor Hub answers everything that follows.

Your clients trust you to help them prepare. But after someone dies, families often face dozens of practical questions. Executor Hub helps answer those questions — not by replacing your advice, but by extending it.

What Your Clients Receive

Prepare

Everything organised securely.

Preserve

Messages. Photos. Videos. About Me.

Guide

Step-by-step estate administration.

Simplify

Templates. Guided workflows. Pre-populated forms where supported.

Connect

Official service guidance including Tell Us Once, Estate Search, London Gazette, HMCTS, HMRC, DVLA and more.

Support

Trusted experts including probate specialists, estate agents, property professionals, IHT support, IFAs and beneficiary tracing.

Why Professionals Choose Executor Hub

Deliver More Value

Continue helping clients after the documents are signed.

Differentiate Your Business

Offer something competitors don’t.

Strengthen Relationships

Remain part of your clients’ journey for years.

Generate Recurring Income

Create sustainable recurring revenue from client subscriptions.

Full Training Included

Everything provided. No technical expertise required.

Dedicated Partner Support

You’re never on your own.

Great client relationships shouldn’t end when the paperwork does.

As your client prepares using Executor Hub — and later when their family or executors need support — the platform can reconnect them with the trusted professional who already understands their circumstances. Where appropriate, and where you provide the relevant service, Executor Hub will seek to reconnect customers, their families or executors with their original trusted adviser wherever possible.

1

Today

You prepare their Will, provide financial advice or complete estate planning.

2

Client subscribes

They organise their affairs with Executor Hub.

3

Years later

Family needs advice. Executor Hub can reconnect them with you where appropriate.

Will Writers

Will reviews. LPAs. Trust planning.

Solicitors

Probate. Property transfers. Legal advice.

Financial Advisers

Inheritance. Investments. Protection. Retirement.

Estate Agents

Valuations. Property sales.

Accountants

Estate accounts. Taxation. Inheritance Tax.

Help more professionals. Help more families.

As you grow, you may introduce other trusted professionals to the Partner Programme. When they help their own clients, you can receive additional network commission where applicable. No recruitment targets. No quotas. No pressure. No obligation.

You → Your Professional Network → Will Writers, Solicitors, IFAs, Estate Planners, Accountants, Estate Agents, Mortgage Advisers

Each supports their own clients. Each generates their own recurring income. You receive network commission where applicable.

See the potential.

Illustrative projections only. Actual earnings depend on successful subscriptions, retention and partner activity. No income is guaranteed.

Estimated Monthly Recurring Commission
£0
Estimated Annual Recurring Commission
£0
Illustrative Five-Year Recurring Commission
£0
Estimated Network Commission
£0
Estimated Total Potential Income (5 yr)
£0

This calculator provides illustrative projections only. No level of income is guaranteed.

Everything We Provide

You Focus On

  • Helping clients
  • Building relationships
  • Growing your practice

We Handle

  • Training & onboarding
  • Platform development
  • Customer support
  • Marketing & commission tracking
  • Partner dashboard & improvements

Case Studies That Matter To Professionals

Real-world scenarios showing how Executor Hub protects families, supports executors and strengthens professional advice.

Preventing a 5-Year Will Challenge

How timestamped capacity evidence and recorded reasons for exclusion could have prevented years of litigation and hundreds of thousands in legal fees.

Read case study

Saving Executors 30–60 Hours of Work

How Executor Hub reduces executor workload by 40–75 hours per estate through guided workflows, notifications and organised information.

Read case study

The £400,000 Hidden Asset

How guided asset discovery and estate searches help prevent missed assets, rescinded grants and family conflict.

Read case study

Capacity Recording & Golden Rule Compliance

How capacity videos and clear decision records help avoid challenges around capacity, knowledge and approval.

Read case study

Cutting Delays From Banks, HMRC & DWP

How templates, guided notifications and document control reduce weeks of chasing organisations down to days.

Read case study

Preventing Executor Mistakes Through Automation

How a single secure vault and structured checklists prevent missing paperwork, confusion and costly delays.

Read case study

Frequently Asked Questions

Is there a joining fee?

No. It’s free to join the Partner Programme.

How long does onboarding take?

Most partners complete training and are ready to introduce clients within a short period. Full training is included.

How are clients tracked?

Through your partner dashboard and referral tracking.

Who supports customers?

Executor Hub provides customer support. You remain their trusted adviser.

Can my whole team join?

Yes — speak to our partnerships team about team onboarding.

How do future introductions work?

Where appropriate, families can be reconnected with you when they need relevant services.

Is network building optional?

Yes. There are no quotas or recruitment targets.

How does the commission calculator work?

It uses editable assumptions to show illustrative projections only — not guaranteed earnings.

Can I leave at any time?

Yes. Partnership terms allow you to leave in accordance with the partner agreement.

“The best professionals don’t just complete transactions. They build lifelong relationships. Executor Hub helps you stay connected to your clients, continue supporting their families when it matters most and create a stronger, more valuable practice in the process.”

Help More Families.
Build A Stronger Business.

Join a growing network of professionals transforming the way families prepare for the future and executors are supported afterwards.