Beyond PaperworkProfessional Referral Guide Return to website
For local professionals

Practical support after a bereavement.

Beyond Paperwork helps families manage the calls, notifications, cancellations and documents that follow a death, with calm, clear and confidential administrative support.

We work alongside solicitors and other professionals. Legal work remains with the family’s solicitor; Beyond Paperwork takes care of the agreed practical administration.

Who we help

When the practical tasks become too much

Our service is for family members, carers and individuals who need help understanding what needs to be done and keeping track of the work.

A useful referral when someone:

  • Feels overwhelmed by the number of organisations to contact.
  • Is supporting a bereaved relative alongside work or caring responsibilities.
  • Needs practical help but does not need legal advice.
  • Would benefit from one person keeping the agreed tasks organised.
What we can help with

Clear, practical administration

  • Contacting banks, pension providers and insurers.
  • Notifying organisations and closing accounts.
  • Cancelling subscriptions and social media accounts.
  • Organising information and documents for the solicitor.
  • Creating an action list and tracking progress.
  • Keeping the nominated family member informed.
Our boundaries

Administrative support only

Beyond Paperwork does not provide legal advice, undertake probate or replace the work of a solicitor. We agree the practical administration with the family and refer legal questions back to their solicitor.

How a referral works

A simple first step

01

Obtain permission

Please obtain the person’s permission before sharing their contact details or circumstances with us.

02

Make the introduction

Introduce us by email, telephone or by giving the family our contact details so they can contact us directly.

03

We take it from there

We arrange a free conversation, agree the support and cost, and begin only when the family is comfortable.

Make a referral

Let us talk about how we can help.

For an introduction or an informal conversation about whether we may be suitable, please contact Beyond Paperwork.

+44 7492 903308
hello@beyondpaperwork.co.uk
Harlow and West Essex

Please do not send detailed personal or financial information by email until a suitable way of sharing it has been agreed.