Ask the family’s permission
Explain what support you can offer and ask whether the family wants a referral. Share only the contact details and context they agree to provide.
Let the family open its own case
The family signs in and confirms whether to accept support. Their case holds estate documents and questions separately from your employer referral.
Follow the referral
Your HR workspace shows referral progress. Agree any employer-funded services and fees separately; referring a family does not give you authority to decide estate matters.