• November 28, 2023
 Glasgow firm Wilson & Fish go the extra mile for clients with help from Estatesearch

Glasgow firm Wilson & Fish go the extra mile for clients with help from Estatesearch

Wilson & Fish are a niche firm specialising in Executry, Probate, and Estate Administration based in Glasgow and acting for clients throughout Scotland and overseas.

Fiona Bain, Executry Solicitor at the firm explains:

“In Scotland, Executry is the legal term used to describe a deceased estate once it has passed to the executor for distribution. At Wilson & Fish, we understand the importance of bringing closure to the families of the deceased. Our approach focuses very much on customer care and ensuring that clients are aware of what is going on during every step of the process. One of the most difficult parts of estate administration is making sure that we uncover and correctly value the full extent of the deceased’s estate, this can be particularly challenging when shareholdings are involved. This is where Estatesearch’s expertise has proved to be invaluable.

We had been really struggling with one case where, during our usual asset tracing process, a share registrar had informed us of a bank account with a major high street bank they had paid dividends into, a bank account which was then unknown to us. After 10 months of ongoing communication with the bank, who were adamant there was no match, they stopped replying to us and we didn’t know how to resolve the situation. We were contacted by a member of the Estatesearch team on an unconnected matter and they offered to help.”

Ollie Wright, Head of FI Team at Estatesearch continues:

“Even though we weren’t initially involved in the matter, when we heard about the issue that Fiona was facing, we were confident that we could help get to the bottom of problem. Our team immediately got to work and after some digging, we realised where the issue stemmed from. The bank was correct, there was no account in the name of the client for whom Wilson & Fish were acting, the registrar has mistakenly sent them details relating to the wrong person. After further investigation we located the correct account the dividends had been paid into and were able to start gathering the information Fiona needed to move forward. We also contacted the registrar who have since issued an apology.”

Fiona adds:

“Estatesearch share our approach to customer service in that we both go above and beyond to ensure the very best outcomes for clients. We never would have got there without the help of Estatesearch as we had completely hit a dead end. Their services are highly recommended.”

Estatesearch has a dedicated Financial Institute Relationship Team focused on helping banks and other financial organisations improve processes and procedures to enable private client professionals to provide a better service to their clients. To find out more about Estatesearch and the services they provide, visit 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.




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