• February 28, 2024
 Estatesearch Sponsors Wills and Probate Conference 2024

Estatesearch Sponsors Wills and Probate Conference 2024

Leading legal technology provider Estatesearch is sponsoring the Wills and Probate Conference 2024 Wills and Probate Conference 2024 Tickets, Thu 14 Mar 2024 at 09:30 | Eventbrite

The event described as a ‘must attend’ for those involved in the Wills and Probate sector includes a full day of insight and discussion covering the latest technical developments and best practice, and will be held at the Hilton in Leeds on 14 March 2024.

The programme will feature both panel and speaker sessions covering compliance, ID and bankruptcy, contentious matters and minimising risk.  In addition, Emma Baddaley,​ Strategic Relationship Director, Estatesearch will present a session on GDPR for private client practitioners, covering GDPR obligations, Article 5 and will bank management. Emma Baddaley, Strategic Relationship Director, Estatesearch commented:

“Firms offering Will Writing services have a database of customer information on file.  Regular data cleansing and monitoring needs to be undertaken to address changes and mortality and to avoid incorrect and out-of-date records, breaching GDPR regulations.  In my presentation, I will look at GDPR and its implications for firms offering Will Writing services in addition to the tools available to help streamline processes and comply with regulatory requirements.”

The Wills and Probate Conference 2024 is part of a series of educational events organised by Helen Forster of HTF Legal, to provide live and on-demand legal training for private client practitioners and will writers. The session is designed to provide practical guidance on tackling a range of challenging issues include topics such as: risks in will drafting, probate administration, anti-money laundering, financial abuse and the updates to the trust registration service and its impact on will drafting.  Also supported by Today’s Wills and Probate, a full list of courses can be found on their training page: https://todayswillsandprobate.co.uk/todays-training/

Helen Forster Director of HTF Legal confirmed:

“The Wills and Probate Conference 2024 is suitable for both SRA and non-regulated firms. The full agenda focuses on challenges faced by all practitioners with plenty of opportunities to put questions to the experts in an afternoon panel session.  From will drafting challenges, administration risks and cyber security to knowing when a non-contentious matter becomes contentious, this conference is designed to consider the risks for those working in this area and how to navigate compliance requirements safely.  It will also offer a unique learning opportunity and a valuable chance to network with peers.”

 Estatesearch offers a Financial Profile Search to identify unknown assets plus a range of additional services including, Trustee Notices, Overseas & UK Bankruptcy Searches, Unoccupied Property Insurance, Early Distribution Insurance in addition to Share Valuation and Sale services.  With no registration or subscription fees, customers simply pay for the disbursements they need, when they need them.

For further information please visit: Services – Estatesearch

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.

Estatesearch

https://www.estatesearch.co.uk/

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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 www.estatesearch.co.uk or contact our Account Manager Ben Furlong. Key contact: Ben Furlong | Associate Director T: 07849 887 633   E: ben.furlong@estatesearch.co.uk A: 5 Chancery Lane, London, WC2A 1LG W: www.estatesearch.co.uk