Generate High-Quality Probate Leads

In today’s competitive legal, estate planning, and property-related markets, probate leads are one of the most valuable and high-intent enquiries available. Whether you’re a solicitor, estate agent, accountant, will writer or financial adviser, being the firm that can consistently generate and convert probate enquiries gives you a powerful edge.

That’s where the AI Wills Probate Referral System comes in.

What Are Probate Leads & Why They Matter

Probate leads are prospective clients who are actively searching for assistance with the probate process — from applying for a grant of probate to administering an estate. Unlike general marketing contacts, probate leads are high-intent, often triggered by real-life events like bereavement or estate administration challenges.

These leads convert at higher rates than many other legal services because they represent immediate need, not just interest.

Introducing the AI Wills Probate Referral System

Our probate referral system is designed to help professional partners capture, nurture, and convert probate leads efficiently and automatically. Built with Ai-wills automation at its core, the system provides:

✅ Professional branded microsites with referral tracking
✅ Automated lead capture forms & CRM workflows
✅ AI-powered appointment scheduling
✅ Database reactivation & data cleansing
✅ 24/7 AI chatbots to engage visitors instantly
✅ Reputation and review management included

This toolkit turns your referral sources into ongoing lead engines that deliver consistent probate enquiry flow to your business.

How It Works — Step By Step

1. Branded Microsites for Referral Partners

Each partner gets their own branded microsite hosted under your domain with:

• A QR code for offline referral capture

• Native referral forms integrated with your CRM

• Lead tracking that feeds straight into your CRM

The result? Partners can send probate leads directly to you while reinforcing their own brand.

2. AI-Driven Automation

From the moment a lead submits a referral, our system automates:

• Follow-up emails

• SMS messages

• Calendar appointments

• Nurture sequences

That means no missed enquiries — and less manual follow-up. This level of automation boosts conversion rates from probate leads significantly.

3. Database Reactivation & Clean-Up

Many practices sit on years of dormant contacts. With built-in reactivation campaigns and full data cleansing, old contacts become new probate leads again — increasing lifetime value and reducing marketing spend.

4. AI Chatbot Engagement

Help every visitor 24/7 — even when your team isn’t online. AI chatbots capture lead details, answer preliminary questions, and book appointments automatically.

Who Benefits From Probate Leads

This system isn’t just for solicitors — it’s perfect for:

• Estate agents helping families with property settlements

• Will writers who see probate enquiries from clients

• Financial advisers and IFAs navigating inheritance planning

• Accountants serving estates and high-net-worth clients

A strong probate referral network can turn one lead into multiple revenue streams — especially when probate leads are nurtured properly.

Real Results With AI Wills

By implementing the AI Wills Probate Referral System:

• You automate lead generation

• You scale partner referrals

• You increase conversions from high-intent audiences

• Your business builds a reliable, recurring pipeline of probate leads

Not only does this save time, it directly increases revenues without constant manual marketing.