Estatesearch are now working with 1,500 law firms and over 200 Financial Institutions, improving the way that they are able to handle Bereavement and Loss of capacity on behalf of Private Client professionals.`
As Estatesearch enter their fourth year, they are pleased to announce that they have 1,500 law firms accessing their award-winning Financial Profile Service, helping to identify assets and liabilities in estates where people have passed away or lost mental capacity. Their online platform offers access to a growing range of services, most recently incorporating additional Share Data into their Financial Asset Searches to provide more comprehensive and efficient access to shareholdings that may be unknown to clients’ loved ones.
Confidently identifying the financial assets and liabilities within an estate is an increasingly challenging and complicated task, with an estimated £20 billion lying in unclaimed accounts in retail banks alone. As part of their services, Estatesearch work with over 200 financial institutions to identify active, dormant or missing assets, in order to effectively manage or administer an estate.
However, searching paper statements is time-consuming and becoming more unreliable as financial services move online. Estatesearch currently have 32 Financial Institutions integrated electronically with their systems, removing the need for paper correspondence, reducing their carbon footprint, and ensuring a more accurate and efficient fact-finding process.
For help identifying any assets, including shares in an estate, or for more information on any of their services, visit Estatesearch’s website, email hello@estatesearch.co.uk, or book a meeting now to have a look at their portal.
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.
