A new bereavement and probate guide from Share Data offers a practical, neutral resource to help professionals support clients after a death.
The guide, produced by Share Data, helps firms explain the initial stages of the probate process and addresses common administrative issues that arise during estate administration.
“Professionals advising on probate and estate matters often work with clients who are unfamiliar with the process and unsure where to begin,” Share Data said.
“The Bereavement & Probate Guide consolidates essential information, enabling firms to direct clients to an overview of the probate process and common terminology, practical guidance on what is typically required following a death, and additional resources that may be helpful during estate administration.”
The guide is designed to complement professional advice and facilitate clearer, more structured conversations with clients at the outset. It was developed in response to feedback from professionals seeking a single, accessible resource to support client understanding and allow advisers to focus on managing probate and estate matters.
“Clear communication is essential when working with clients at such a difficult time,” said Share Data’s Orlanda Carroll.
“This guide was produced to support professionals by providing a clear reference point that helps clients understand the process and what to expect.”
The Bereavement & Probate Guide is available on the Share Data website, with the company encouraging firms to share it with clients as part of their probate and estate management communications.
