Professional Referrals

Trusted Estate Planning Support for Your Clients

At Hemmings Legal, we partner with financial planners, accountants, and other advisers who want to ensure their clients receive compassionate, professional estate planning services.

We know that referring a client is an act of trust. Our role is to protect both your client and your reputation by delivering expert advice and supportive service every step of the way.

Why Refer to Hemmings Legal?

Focused expertise – We concentrate on Wills, Powers of Attorney, Testamentary Trusts, and Probate.
Compassionate approach – We handle sensitive client situations with care and understanding.
Professional communication – We keep you informed while respecting confidentiality.
Fixed fees – Transparent pricing so there are no surprises for your clients.
Flexible solutions – White label services available if you prefer to keep delivery under your own brand.

Learn more about our White Label Services.

How Our Referral Process Works – Two Options:

We know that every professional relationship is different, so we offer two flexible referral options. You can choose the style that works best for you and your clients.

Option 1: We Contact Your Client

You provide us with your client’s details through our contact form or by email.
We contact your client directly to arrange a meeting at a time that suits them, either in person or online.
We take care of the legal process from start to finish, while keeping you updated at key milestones.
This option allows you to hand over the responsibility with confidence, knowing your client is receiving professional and compassionate support.

Option 2: You Make the Introduction

If you prefer, you can introduce us to your client personally. This could be done by:
- Scheduling a joint meeting,
- Sending an email introduction, or
- Making a direct phone introduction.
Once we are connected, we handle all legal aspects while keeping you informed.
For ongoing professional relationships, this option works particularly well if you would like us to meet with your clients at your premises. We are happy to travel to you, for example once a fortnight, and see multiple clients in one day. You can schedule several appointments back-to-back, creating a seamless and efficient experience for your clients.
We also pay a room hire fee for the use of your space, ensuring that hosting these sessions does not create additional costs for your business.

Who We Help

We assist with:

Wills and Powers of Attorney for individuals and families
Testamentary Trusts to protect children or complex family structures
Probate and estate administration for executors
Estate planning for blended families and business owners

For related information, see our article on Estate Planning for Young Families.

Refer a Client Today

Partner with Hemmings Legal to give your clients access to trusted estate planning services.

Stronger Together:

Estate Planning Partnerships That Protect Your Clients.

At Hemmings Legal, we believe estate planning works best when professionals collaborate. Financial planners, accountants, and advisers play a vital role in guiding clients through life’s financial and personal decisions. By working together, we can ensure your clients receive a seamless service that protects both their future and your trusted relationship with them.

Our role is not only to provide expert legal advice but to make the process comfortable, practical, and efficient. When you refer a client to us, you can be confident they will be supported with empathy and professionalism while you remain informed every step of the way.