Best Technology award

Inheritance Data enhances available services

Over the tail end of last year and into 2023, Inheritance Data have continued to enhance their platform in order to assist executors and private client teams with their estate administration processes.

Following the addition of new services and integrations last year, including a Certainty Will search and Legal Notices, they have continued to develop and enhance services available.

Inheritance Data have continued to add to their award-winning asset and liability search with the recent development of share valuations at the date of death being provided on every report.

The comprehensive Inheritance Data Share Search service includes a complete search of the FTSE 350 across Computershare, Equiniti and Link, as well as searching the London Stock and Aquis Exchanges, along with a comprehensive search for Venture Capital Trust holdings.

Once a search has been conducted through Inheritance Data, the comprehensive share search information is available to view within 36 hours.

Inheritance Data recently identified shareholdings worth in excess of £150k across 25 holdings. The addition of valuing each holding saved a significant amount of time when calculating the estate value and applying for probate.

Furthermore, on the back of the recent success following integration with Equifax, Inheritance Data is pleased to announce that the liability search function is now provided on every report when undertaking a search under the Mental Capacity Act for vulnerable individuals.

Daniel Cane, Operations Director, said:

“We work very closely with our clients and private client teams across the UK and use client feedback to continually develop and enhance our range of services. As we continue pushing to be one of the UK’s leading private client support services, this feedback is invaluable in driving development in a way that really delivers for private client professionals.

Most recently, we have made amendments to enable users to dictate what notifications they receive in relation to new matches as well as having a one click ordering option.”

With users requiring a range of services at one time, our platform enables a raft of services to be ordered by completing one form, payable on one invoice.

Inheritance Data works with over 1,500 legal professionals across the UK and provides services via industry leading API technology to thousands more across a multitude of platforms and partners.

To book a free demonstration or learn more about how Inheritance Data can assist you, please get in touch.



T: 01603 673250

This article was submitted to be published by Inheritance Data 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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