Estatesearch now working with 1,500 law firms and over 200 Financial Institutions

Estatesearch now working with 1,500 law firms and over 200 Financial Institutions

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 [email protected], 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.



Comprehensive, Simple & Efficient Due Diligence.

Estatesearch are pioneers in the legal technology industry driving innovation and technology in the private client sector. By combining high quality data with simple and effective technology Estatesearch are helping practitioners achieve more comprehensive and efficient due diligence in probate, estate administration and court of protection matters. Estatesearch Financial Profile Service Gaining a confident understanding of your clients financial affairs when administering an estate or appointed to manage financial affairs can be complex and time-consuming task. Poor bookkeeping, hoarding, online accounts and paperless billing all contribute to the challenges. Our award winning Financial Profile Service has been launched, in conjunction with global information services company Experian, to support private client professionals needing a comprehensive and efficient understanding of financial affairs. Our process combines real-time access to digital credit records with a wide ranging legal notification to gather the information you need to effectively manage estate assets and liabilities. Estatesearch Digital Dashboard Systems and procedures to support efficient working practices are essential in ensuring legal professions remain competitive and deliver great client value. Working with a variety of third party suppliers we are able to provide quick and simple access to a range of products and services in a single online platform helping you work faster. CPD & Training We are passionate about our work and are happy to provide CPD & training either in-house or online. To find out about the current range of CPD sessions on offer please click here To find out more about our products and services please visit our website or contact our Account Manager Ben Furlong. ___________________________________________________________________________________________________________________________________________ Key contact: Ben Furlong | Associate Director T: 07849 887 633   E: [email protected] A: 5 Chancery Lane, London, WC2A 1LG W: