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Expand your service offering with Sort Legal Wills

clock Published Jun 29, 2026, 10:30 AM

Sort Legal's new Wills service is now available through SortRefer

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At SortRefer, we’re always looking for new ways to help you support and enhance your client offering, which is why we’re pleased to introduce Sort Legal, our new Will’s supplier.

Whether you have clients looking for a Single Will or Mirror Wills, you can now instruct their case through Sort Legal.

Supporting your clients beyond Conveyancing

Helping clients doesn’t stop once their property transaction is underway and completed. For many clients, putting a Will in place is an important part of future planning, helping them protect their wishes, loved ones and the things that matter most to them.

For Brokers already using Sort Legal for their Conveyancing services, why not refer a Will through the same legal provider to help keep related legal services together? Thus, creating a more familiar journey for clients, giving you another simple way to support them beyond their property transaction.

Why choose Sort Legal for Wills?

  • A trusted legal provider already familiar to many of your clients through Conveyancing
  • Dedicated Wills specialists
  • Simple online instruction through our SortRefer portal

A reminder of our SortRefer Wills proposition:

At SortRefer, we offer a Wills proposition designed to support a wide range of client circumstances, combining a bespoke personal service with advice from fully qualified practitioners.

ü  Earn between £45 and £60 per referral, depending on the product and Will type selected

ü  Both Single and Mirror Will options available

ü  Fully advised Wills from £375 including VAT

ü  Trusted legal experts providing tailored advice for your clients 

Referring a Will is simple:

  1. Log in to the SortRefer portal
  2. Click 'Quote/Refer'
  3. Choose 'Wills'
  4. Select 'Sort Legal' from the list of available suppliers

With Sort Legal Wills now available on our supplier panel, you have even more choice when helping clients access trusted legal services and protect what matters most to them.

If you'd like to find out more about how Sort Legal's Wills service could support your clients, speak to our team today on 0333 456 4567 / enquiries@sortrefer.co.uk

 

 
Expand your service offering with Sort Legal Wills

WHO CAN REGISTER?

Any IFA or Mortgage Broker can register but for the benefit of the adviser's firm, we've structured our payment system around firms of advisers.

This means that any individual can register with SortRefer, however details of the business owner are required for the purpose of providing bank details.

SIGN UP NOW

ALWAYS ON HAND TO HELP

We are here to talk to you and to answer your emails too, so if you'd like to contact us, please do.

CALL US ON

0333 456 4567

EMAIL US ON

enquiries@sortrefer.co.uk

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