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
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
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,
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
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
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.
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
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
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
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
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,
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
Every year the Office for National Statistics (ONS) releases national mortality data, which includes a wide variety of information including underlying causes. Understanding the underlying causes of deaths in the UK and observing the changes
Estatesearch is delighted to have been nominated for two awards at the second upcoming prestigious British Wills and Probate Awards, which is brought to you by Today’s Wills and Probate, alongside headline sponsor, Arken.legal (UK)
The executor of an estate may know all, little or nothing about the financial affairs of the deceased. Since launching Estatesearch, practitioners have shared stories of their endeavours, from sifting through carrier bags of bank