USA

Estatesearch enhances asset searches to include US states

Legal technology provider Estatesearch, has enhanced its asset search to include a search of the largest US Financial Institutions, and the most significant institutions in each of the US States.

Ben Furlong, Managing Director, Estatesearch confirms:

“Up until now, our international asset searches have only been available to Canadian legal firms.  However, now solicitors in the UK will also be able to order US and Canadian searches.  This means for legal teams working on estate administration where the subject has spent considerable time in North America, or may have personal or business ties to the region, asset searches can now be expanded to include any accounts they may have held in that region, ensuring due diligence in the asset identification process.”

Estatesearch’s Financial Profile Service is a comprehensive asset and liability search ordered through a free, secure online portal.  Estatesearch contacts hundreds of institutions, including banks, building societies, investment managers, share registrars, pension providers and insurers to help identify financial profiles of the deceased.  The resulting report enables private client solicitors to make further, more targeted follow up enquiries where an institution confirms a profile match.

As well as asset searches, Estatesearch has developed an award-winning range of solutions which aim to improve the areas of estate planning, administration and management.

“We help private client professionals achieve greater efficiency and mitigate risk, addressing the various challenges of estate administration and now work with over 2400 professional firms operating across wills, probate, and estate administration,” confirms Furlong.

“As part of our drive for the constant improvement of our offering, we are currently working on adding other jurisdictions such as France, South Africa, Hong Kong and Australia as options within our Financial Profile Search.

Estatesearch also provides services for: Trustee Notices, Will Searches, Overseas & UK Bankruptcy Searches, Unoccupied Property Insurance, Early Distribution Insurance and Share Valuations.   With no registration or subscription fees, legal firms simply pay for the disbursements they need, when they need them.

For further information please visit: https://www.estatesearch.co.uk

 

This article was submitted to be published by Estatesearch as part of their advertising agreement with Today’s Wills and Probate. The views expressed in this article are those of the submitter and not those of Today’s Wills and Probate.

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