Case studies
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.
Will Bank Data Cleanse exercise supports Bennett Oakley
This case study explores how Bennett Oakley uses Estatesearch’s Will Bank Management Service to ensure GDPR compliance.
Managing Data More Efficiently
Grant Saw utilises Estatesearch’s Will Bank Management Service for data management, thorough cleansing, and GDPR compliance.
Protecting Clients in Probate
Discover how W&P Legal is protecting their clients with thorough estate planning, ensuring diligence every step of the way.
Providing Excellent Client Care
In this case study Ciara Dalton, from JMW Solicitors goes into detail how an Estatesearch Financial Profile Search identified an unknown bank account containing 35K.
The Search is on – supporting contentious probate teams
John Tunnard, Legal Director at Shakespeare Martineau explores how Estatesearch support them on contentious and non-contentious probate cases
Protecting Vulnerable People in Court of Protection Cases
Paige Gouldthorpe, specialises in Court of Protection cases, providing compassionate legal support to safeguard vulnerable individuals.