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
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
Stephen Rimmer Solicitors LLP is a full service law firm offering support to businesses and individuals with offices in Eastbourne and Hastings. Based in the high streets of the local community, the team of over
Herrington Carmichael LLP is a full-service law firm based in Farnborough, Hampshire. The 30-strong private wealth and inheritance team offer a wide range of services, beyond that of a traditional private client law firm to
Legal specialists, Foot Anstey LLP provide commercially-savvy, expert legal advice that is easily integrated and actionable in clients’ worlds. Shaun Thomas, Managing Associate is a key part of Foot Anstey’s UK Succession and Tax team.
By Carl Marston, Senior Associate Solicitor, Court of Protection Team, Morr & Co LLP Usually, the local authority’s social services or the Court of Protection Panel will refer a new case to us. Often this
Archer Rusby based in Rickmansworth is a solicitors practice providing legal advice to individuals and businesses. The team’s dedicated lawyers and support staff provide services including: residential and commercial property, property development work, the buying
Legal technology company Estatesearch has confirmed that 97% of firms believe Financial Asset Searches add value to services provided to clients, according to 240 respondents in the company’s annual customer satisfaction survey. Estatesearch provides Financial
By Ben Furlong, Managing Director Estatesearch Details of the first Labour budget in 14 years will be announced on 30 October 2024. Predications about changes which may concern private client solicitors could include proposed updates
By Mark Taylor, Sales Manager, Estatesearch There is a dark secret hiding in the filing cabinets of many professional firms. At least in the cabinets of those firms that offer Will writing services and it’s
Gillhams Solicitors is based in north London and specialises in Court of Protection, Property and Private Client matters. The team are dedicated to looking after mainly elderly and vulnerable clients to ensure their best interests
Helen Forster is Director at HTF Legal Limited, solicitor and Trusts and Estates Practitioner The nature of our society continues to evolve and this means the risks to consider when it comes to Will writing,
An Interview by Allan Hume, Customer Relationship Manager, Estatesearch with Yasmin Hoque, solicitor and co-founder of AL-HQ Law & More. As a legal technology company for private client practitioners working on bereavement and loss of
Legal technology company Estatesearch has smashed its £1,500 target and raised £2,882 for the Alzheimer’s Society, through a charity challenge walk of five million steps within six weeks: the distance between Estatesearch’s Newmarket, Burgess Hill
Bennett Oakley is a leading Sussex law firm based in Burgess Hill, Hassocks, Brighton and London which provides straight-talking and effective legal advice to help clients achieve their goals in an efficient and cost-effective manner.
Grant Saw Solicitors LLP is a leading firm of solicitors based in South East London, with offices in Greenwich and Blackheath. Providing a range of legal services for individuals and businesses, Grant Saw specialises in
JMW is an award-winning full-service law firm established over 45 years ago with offices in Manchester, Liverpool and London. JMW’s team is renowned for expertise in achieving positive outcomes for our clients, both businesses and
By Emma Baddaley, Strategic Relationship Director, Estatesearch and Committee Member of Women in Wills Data has shown law firms offering advice in the area of contentious wills, trusts, and probate have more than doubled since
Legal technology company Estatesearch has been named Business Growth Winner at the Private Client Modern Law Awards 2024. The announcement was made at a special awards ceremony held at the Rum Warehouse in Liverpool yesterday.
As a law firm, primarily we are here to help and so we are all genuinely approachable and aim to take the pain away from difficult situations. Under the Mental Capacity Act 2005, The Court
As a legal technology company for private client practitioners working on bereavement and loss of mental capacity matters, Estatesearch works with law firms to support a best practice approach, particularly for legal teams representing consumers
As a legal technology company for private client practitioners working on bereavement and loss of mental capacity cases, and one of the founders of the Vulnerable Banking Group, Estatesearch’s technology and expertise supports legal firms
A treasure map, a vampire statue and toothbrush have all been left in Wills according to a new research study of 2,000 Canadian residents conducted by independent market research firm Danebury Research on behalf of
The Search is On By John Tunnard, Legal Director, Shakespeare Martineau Based in the prestigious Queen Square in the heart of Bristol, Shakespeare Martineau is firmly cementing its place as one of the top legal
Leading legal technology provider Estatesearch has launched a new Will Bank Management Service to help private client practitioners manage data more efficiently and maximise their potential pipeline of work from existing customers. The unique service
Leading legal technology provider Estatesearch is celebrating a double win at the Probate Industry Awards. Estatesearch was named as the Best Legal Industry Service Provider and the Best Technology and Innovation Provider at a ceremony
By Emma Davies, Solicitor, Masefield Solicitors LLP Masefield Solicitors LLP is a legal firm based in Ledbury, near the Herefordshire-Worcestershire border. Two other fee earners and I, plus support staff make up our small
Marc White & Co is a legal firm based in Bristol, dedicated to providing a high-quality professional service, offering transparent, straightforward legal advice to individuals and businesses. We have a small but highly experienced private
By Allan Hume, Customer Relationship Manager, Estatesearch Private client solicitors are required to check if beneficiaries or executors of an estate are suitable to receive funds. Care needs to be taken when distributing funds to
By Ollie Wright, Head of Financial Institutions Team at Estatesearch Estatesearch has provided Financial Profile searches to help private client solicitors establish the assets and liabilities within an estate since 2018. As an award-winning technology
Leading legal technology provider Estatesearch has been nominated for seven industry awards so far in 2024. Ben Furlong, Managing Director, Estatesearch confirmed: “It was a pretty big year last year when we celebrated Estatesearch’s five