
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 your Account Manager or email helpdesk@estatesearch.co.uk.
Key contact:
Ben Furlong | Managing Director
T: 07849 887 633 E: ben.furlong@estatesearch.co.uk
A:2nd Floor, Delmon House, 36-38 Church Road, Burgess Hill, RH15 9AE
Slee Blackwell Solicitors is an award-winning law firm offering a full range of legal services to individuals and businesses throughout England and Wales. Recommended by The Legal 500, the firm is recognised as an independent
Jones Whyte Solicitors is an award-winning legal firm which focuses on understanding and helping clients. The team always strive to respond and resolve clients’ needs, supporting them throughout their lives. Recognised as one of the
How Estatesearch’s share services support legal teams during estate administration We spoke with Sian Flanagan, securities manager at Estatesearch, to learn more about share valuation, sale and transfer during estate administration. Estatesearch provides HMRC compliant
CJCH Solicitors is an award-winning, modern legal practice which delivers customised solutions and dedicated service. With six offices in the United Kingdom and representation across the globe, CJCH Solicitors offers a range of services in
With over 70 staff supplying services throughout East and Central Scotland, Warners Solicitors & Estate Agents are a leading Scottish law firm, specialising in estate agency, conveyancing and private client services. Lara Waddell, legal assistant
RIAA Barker Gillette (UK) is a full-service London law firm with offices in central and north London. The team pride themselves on their approachability and the accessibility of their partners to their clients. From corporate
Nicholsons Solicitors LLP offers the highest quality legal services to businesses and individuals across Norfolk, Suffolk and beyond. Members of LawNet and with offices in Lowestoft, Norwich and an appointments only office in Great Yarmouth,
Legal technology company Estatesearch has confirmed that 70% of firms now have a defined policy to identify estate assets – up from 62% last year – according to 261 respondents that completed the company’s annual
Legal technology provider Estatesearch, has enhanced its asset search to include a search of the largest US Financial Institutions, and the most significant institutions in each of the US States. Ben Furlong, Managing Director, Estatesearch
The UHY Hacker Young Group is one of the leading UK networks of chartered accountants with 20 offices spanning England, Wales and Northern Ireland. UHY teams are all driven to help clients prosper, and this
Legal technology company Estatesearch has been honoured with a double award win at the British Wills and Probate Awards (BWAPs) 2025. Estatesearch was named as the Best Legal Supplier and also won Best Use of
Southeast Legacies is an award-winning local family run company covering London and the Southeast, specialising in probate administration, Will writing, Lasting Powers of Attorney and later life planning, including trusts. Southeast Legacies’ mission is to
Multi-award winning legal technology company Estatesearch has further enhanced security on its ordering platform by introducing the option for multifactor authentication (MFA). Ben Furlong, Managing Director, Estatesearch confirmed: “Cyber-attacks are an ever-present, industry-wide risk. As
Jackson Lees Group is an award-winning law firm in Liverpool and the North West committed to doing what is right, while valuing longstanding relationships forged with clients. John-Paul Dennis, Partner and Divisional Director for Private
Walker Laird Solicitors LLP has offices in Renfrew and Paisley offering legal advice and support. Denise Mennie, Paralegal, works in the executry department at Walker Laird and has recently started using Estatesearch’s unoccupied property insurance.
The Will Company was formed in 1995 and as full members of the Society of Will Writers & Estate Planning Practitioners, offers Will writing services for Financial Advisors and their clients. Zoe Oliver, Business Manager,
I have been honoured to have been involved in Women in Wills since its inception in 2018. Since that time, it’s evolved into an incredibly valuable networking group supporting around 2,000 women working throughout the
Birchall Blackburn is a trusted legal partner with offices throughout the North West. Rosemary Johns, Partner, is based in the Chorley office and along with the private client team of more than 20 team members
As a leading legal technology provider, we develop innovative solutions which help private client professionals improve efficiency and reduce risk – particularly when it comes to identifying assets within an estate. Our Financial Profile Service
Jordan Rodwell, Solicitor in the Wills, Trusts & Probate Department at Fosters Solicitors in Norwich regularly recommends Estatesearch’s Will Search to personal representatives during the estate administration process. Jordan Rodwell explains: “I was recently working
Distributing assets from an estate before the full administration is complete, or before all debts and taxes are settled can lead to issues. Creditors or tax authorities may demand payment after distribution, and beneficiaries could
A Section 27 notice placed in the UK’s official public record – The Gazette – and in local newspapers, is designed to protect personal representatives from claims from future creditors by notifying them when someone
If a legal firm mishandles or fails to locate the most recent Will after a client’s death, the estate may be administered according to an earlier Will or even intestacy law, potentially causing disputes among
By Mark Taylor, Sales Manager, Estatesearch Private client solicitors face the pressure of workloads every day. Technology should be able to help but often solutions are complex and it takes time to research, implement and
WSP Solicitors is an independent legal firm with offices in Stroud and Gloucester, serving Gloucestershire and beyond. The experienced team offer straightforward legal advice and have supported people and businesses for over 260 years. Bethany
Kingsley Bond is not just a typical law firm. Each department is spearheaded by experts who bring forward thinking precision to their roles. Ameer Buksh Consultant Solicitor at Kingsley Bond Solicitors explained: “We aim to
Irwin Mitchell LLP is a team of legal and financial experts with offices across the UK. Emma Spicer, Assistant Estate Administration Team Manager at Irwin Mitchell has over 24 years’ experience in Probate, dealing with
Legal technology group Estatesearch has launched Open for Business – a new, free live webinar series to support legal firms elevate their businesses and win more clients. The monthly webinars will be delivered by industry
Jordan Rodwell, Solicitor in the Wills, Trusts & Probate Department at Fosters Solicitors in Norwich has used Estatesure’s unoccupied property insurance since its launch in 2024. Jordan Rodwell explains: “Previously on estate administration matters, we
By Kevin Bonner, Estatesure Insurance Lead Q1) What was the driver to introduce a range of insurance services for legal firms working in estate administration? KB: “We were keen to protect our legal clients. Over
Legal technology group Estatesearch has strengthened its team, welcoming Kevin Bonner as senior insurance broker, to support the growing demand for its range of insurance services. Through Estatesearch’s subsidiary Estatesure, which is authorised and regulated
Kings Court Trust, based in Bristol, offers leading probate and estate administration services through a team of award-winning specialists providing fixed-fee solutions across the UK. Lee Rossiter, Operations Director of Kings Court Trust explains: “We