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
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
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
Did you know less than 1 in 5 people (18%) have a proper time management system? It can often feel as though there aren’t enough hours in the day to do everything you want to be done. We are all looking to maximise our time and use it in the most efficient manner, but it […]Read More
Missed assets and liabilities – due diligence, managing risk, and best practice Investigating a deceased’s finances is a large part of a Personal Representative’s job during the process of Estate Administration. It is one of their primary and most urgent duties, and is an essential part of the due diligence, risk management, and best practice […]Read More
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 […]Read More
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
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
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
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
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
In the fifth article of our “product in focus” series, we look at the active and resigned company directorship search and why we include it in our Financial Profile Premium Service. As a personal representative, you wouldn’t knowingly administer an estate that has large debts. Without carrying out the proper enhanced due diligence checks, you […]Read More
In the 4th article of our ‘product in focus’ series, we look at the Experian Unclaimed Asset Register (UAR), and why we include it in our Financial Profile Premium Service. Experian cites the most common reasons for losing touch with assets as change of address, illegal activity, failure to update your address details and death. […]Read More
In Estatesearch’s third ‘Product in Focus’ article, we look at the Financial Asset Search and why this should be conducted on every case when carrying out estate administration. Investigating a deceased’s finances is a large part of an estate administrator’s job during the process of estate administration and this is one of their primary and […]Read More
In the second blog of Estatesearch’s Product in Focus series, we look at Credit Bureau Record checks and why these are a vital part of helping an Executor meet their responsibilities when administering an estate. Some 20 million people have needed to access a loved one’s financial accounts once they have passed away but 38% […]Read More
In the first of Estatesearch’s new Product In Focus series, we look at Anti-Money Laundering due diligence and why you need to conduct an AML Search when administering a Deceased’s estate. 70% of firms are at risk by not conducting an Anti-Money Laundering Search on the Deceased when administering an estate An online poll revealed […]Read More
Estatesearch are delighted to be presenting a webinar with Professor Lesley King of the University of Law to discuss the forthcoming 9th Edition of the Probate Practitioners’ Handbook. The webinar will cover a broad range of the issues that practitioners need to be considering, and which feature in the new edition, including; Issues resulting from the Covid […]Read More
How can you protect both your clients, and your own, personal detail from fraudulent mis-use? A report by Action Fraud and the National Fraud Intelligence Bureau in 2019 identified the vulnerable people were more at risk of falling victim to fraudsters. Fraud and financial abuse can take many forms, with abuse of trust and identity […]Read More
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
What about Estate Administration and Managing Property & Financial Affairs during a Global Pandemic? The past few weeks have seen the private client sector innovate and adapt to challenging circumstances. No firm has been unaffected, and everyone is seeking new approaches to continue being able to help their clients. While the recent focus has been […]Read More
Over the past 12 months we have spent a lot of time talking to a wide variety of practitioners working on Court of Protection Matters, listening to their experiences and stories which often showcase the very best, and sadly, the very worst of human nature. A common frustration (outside of the delays experienced in applications!) […]Read More
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