Case studies
How Estatesearch technology supports RIAA Barker Gillette
A case study exploring how Estatesearch technology supports RIAA Barker Gillette in probate cases through asset searches and due diligence.
UHY Hacker Young’s Approach to Probate Services
UHY Hacker Young, one of the UK’s leading chartered accountancy groups, is enhancing its probate and estate administration services through Estatesearch and Exizent. Discover how these digital tools streamline asset discovery, simplify IHT 400 form completion, and support families with expert, compassionate care during estate administration.
Anthony Collins Solicitors Discovers Unknown Assets Worth £629K
When a complex estate case landed on the desk of Anthony Collins Solicitors, a Financial Profile search from Estatesearch uncovered £629,000 in hidden assets, ensuring fair distribution and peace of mind for their client.
How Southeast Legacies Uses Will Bank Management to Improve Client Care and Communication
Southeast Legacies, a family-run firm specialising in Wills and probate, shares how Estatesearch’s Will Bank Management helps them maintain client trust, streamline updates, and deliver ongoing care that extends far beyond traditional estate planning.
Jackson Lees’ Approach to Best Practice in Probate
Jackson Lees Group demonstrates best practice in probate by using Estatesearch’s Financial Profile Search to identify all assets and liabilities. This proactive approach ensures no accounts are overlooked, helping families avoid inheritance tax complications while offering reassurance during estate administration.
Supporting Walker Laird with Probate Property
Probate property often needs fast, reliable insurance. Walker Laird explains how Estatesearch’s Estatesure service streamlines unoccupied property cover, reduces risk, and protects clients with speed and confidence.
Improving Relationships with Financial Institutions
A collaborative success story showing how Estatesearch helped resolve a delayed financial profile response, strengthen FI relationships, and support better probate outcomes.
Birchall Blackburn Ensures Estate Due Diligence with Estatesearch and Exizent
Discover how Birchall Blackburn, a leading North West law firm, uses Estatesearch and Exizent to streamline estate administration, uncover hidden assets, and improve client service. Partner Rosemary Johns shares how both platforms support probate and Court of Protection work, ensuring due diligence and delivering efficient, professional outcomes for clients.
Uncovering Unknown Assets in Estate Administration
Uncovering unknown assets is critical in estate administration. Learn how Estatesearch’s Financial Profile Service supports private client solicitors with asset discovery.
Unknown Life Insurance Policy Results in a Big Windfall for Charity
A hidden Life Insurance Policy worth £265K was uncovered through our Financial Asset Search, bringing a surprise windfall to beneficiaries.
Don’t Overlook Digital Assets
Ameer Buksh from Kingsley Bond Solicitors shares how the firm helps protect, manage, and transfer digital assets in estate administration.
Irwin Mitchell Share Asset Discovery Process
In this case study, Irwin Mitchell LLP explains how Estatesearch helped uncover hidden funds in a local council deputyship case.
Relying on Estatesure’s Unoccupied Property Insurance
Jordan Rodwell from Fosters Solicitors in Norwich explains how the firm secure Unoccupied Property Insurance hassle free.
Providing Peace of Mind for Fosters Solicitors’ Clients
Jordan Rodwell explains how Fosters Solicitors secure Unoccupied Property hassle free.
The Importance of Checking the Probate Depository
Discover how Estatesearch’s Will search helped Kings Court Trust uncover a previously unknown Will, ensuring the correct distribution of the estate.
Engaging with Clients Through Will Bank Management
Stephen Rimmer LLP completed a Will Bank Cleansing project, which proved both a valuable income generator and a way to reconnect with past clients.”
The Importance of Will Searches in the Probate Process
Learn how a missing Will nearly caused a misdistribution and why thorough Will searches are vital in probate. Read our case study with Herington Carmichael LLP.
Asset Discovery for High Net Worth Individuals
Discover how Foot Anstey LLP supports high net worth clients with cross-border estate administration and financial asset searches.
Establishing Assets in Court of Protection Cases
Estatesearch provides efficient solutions for court of protection cases to help deputies locate assets, streamline processes, and protect client interests.
Archer Rusby Makes an Unexpected Discovery
Archer Rusby utilises Estatesearch for thorough asset discovery, ensuring probate clients have peace of mind during Estate Administration.
Protecting Vulnerable People: Managing Court of Protection cases
Discover how Gillhams Solicitors expertly safeguard vulnerable clients’ assets through dedicated Court of Protection services.