Estatesearch

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

estate-search

 

 

 

 

 

 

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: [email protected]

A: 5 Chancery Lane, London, WC2A 1LG

W: www.estatesearch.co.uk

Partner News

Common problems for private clients – CPD event

Estatesearch is pleased to support the Hertfordshire Law Society at this CPD session on 15th June. Join the Hertfordshire Law Society as they look at people tracing and unclaimed assets in connection with the administration of estates and recent developments and updates in trust legislation. Start Date: Wednesday 15 June 2022 Time: 10:00am-12:00 Location: This event is being […]Read More

Partner News

Free webinar from Estatesearch and Millar & Bryce

Free webinar from Estatesearch and Millar & Bryce: the Missing Billions, Unclaimed Assets and Developing Best Practice Event details: Date: Tuesday 7th June 2022 at 10:30am – 11:15am Missed assets and liabilities are a growing issue in estate administration with 88% of professionals agreeing it is increasingly challenging to identify estate accounts. This session will […]Read More

Partner News Wills & Probate

Estatesearch financial asset search incorporates additional share data

Identifying shares held by a deceased has historically been a notoriously difficult undertaking. Estatesearch are committed to building technology and services to help estate practitioners work more efficiently. That’s why we’re pleased to announce the incorporation of additional Share Data across our range of Financial Profile Service searches to provide more comprehensive and efficient access […]Read More

Partner News Wills & Probate

Webinar: the missing billions, unclaimed assets and developing best practice

Free webinar from EstateSearch and Searches UK: the missing billions, unclaimed assets and developing best practice. Event details: Date: Thursday 3rd March 2022 at 10:30am-11:15am Missed assets and liabilities are a growing issue in estate administration with 88% of professionals agreeing it is increasingly challenging to identify estate accounts. This session will cover several key […]Read More

Partner News Wills & Probate

Brits and their lost pension pots

According to Finder, 91% of UK individuals have a pension. However, by retirement, it is possible these pensions can be misplaced or lost. People lose track of their savings, investments, and pensions on a regular basis; with pensions and savings having gone online, losing passwords, and not keeping records for families is a very real […]Read More

Partner News Wills & Probate

Free Webinars hosted by Estatesearch

Join us this December as we host two free webinars, from expert speakers offering informative and knowledgeable discussion in two distinct area.  Tuesday 7th December 11am – Join Estatesearch’s own Emma Baddaley as she discusses the billions of pounds in unclaimed assets in the UK. Identifying estate assets and liabilities is a growing issue in […]Read More

Wills & Probate

Estatesearch strengthens management team with three new hires

Estatesearch, specialists in simplifying and accelerating due diligence in estate administration, has appointed three new members to its management team. Emma Baddaley has come on board as Strategic Relationship Director, Ollie Wright joins as Relationship Manager – Financial Institutions, while Mandy Hawkins has been appointed Operations Manager. As Strategic Relationship Director, Emma will use her […]Read More

Wills & Probate

92% Report Issues Obtaining Financial Information As Executor Or Deputy

During our latest webinar we polled all attendees asking them if they ever encountered difficulties when obtaining financial information as an Executor, Deputy or Attorney. A staggering 92% of respondents confirmed they had at one time or another encountered issues obtaining financial information. With 50% reporting issues occasionally, and 25% reporting they regularly experienced difficulties. […]Read More

X