Prepare
Everything organised securely.
For Professionals
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.
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.
Everything organised securely.
Messages. Photos. Videos. About Me.
Step-by-step estate administration.
Templates. Guided workflows. Pre-populated forms where supported.
Official service guidance including Tell Us Once, Estate Search, London Gazette, HMCTS, HMRC, DVLA and more.
Trusted experts including probate specialists, estate agents, property professionals, IHT support, IFAs and beneficiary tracing.
Continue helping clients after the documents are signed.
Offer something competitors don’t.
Remain part of your clients’ journey for years.
Create sustainable recurring revenue from client subscriptions.
Everything provided. No technical expertise required.
You’re never on your own.
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.
You prepare their Will, provide financial advice or complete estate planning.
They organise their affairs with Executor Hub.
Family needs advice. Executor Hub can reconnect them with you where appropriate.
Will reviews. LPAs. Trust planning.
Probate. Property transfers. Legal advice.
Inheritance. Investments. Protection. Retirement.
Valuations. Property sales.
Estate accounts. Taxation. Inheritance Tax.
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.
Illustrative projections only. Actual earnings depend on successful subscriptions, retention and partner activity. No income is guaranteed.
This calculator provides illustrative projections only. No level of income is guaranteed.
Real-world scenarios showing how Executor Hub protects families, supports executors and strengthens professional advice.
How timestamped capacity evidence and recorded reasons for exclusion could have prevented years of litigation and hundreds of thousands in legal fees.
Read case studyHow Executor Hub reduces executor workload by 40–75 hours per estate through guided workflows, notifications and organised information.
Read case studyHow guided asset discovery and estate searches help prevent missed assets, rescinded grants and family conflict.
Read case studyHow capacity videos and clear decision records help avoid challenges around capacity, knowledge and approval.
Read case studyHow templates, guided notifications and document control reduce weeks of chasing organisations down to days.
Read case studyHow a single secure vault and structured checklists prevent missing paperwork, confusion and costly delays.
Read case studyNo. It’s free to join the Partner Programme.
Most partners complete training and are ready to introduce clients within a short period. Full training is included.
Through your partner dashboard and referral tracking.
Executor Hub provides customer support. You remain their trusted adviser.
Yes — speak to our partnerships team about team onboarding.
Where appropriate, families can be reconnected with you when they need relevant services.
Yes. There are no quotas or recruitment targets.
It uses editable assumptions to show illustrative projections only — not guaranteed earnings.
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.”
Join a growing network of professionals transforming the way families prepare for the future and executors are supported afterwards.