News and industry insights

Estate administration is becoming increasingly complex, with hidden assets, incomplete records, and growing expectations around due diligence. Here’s how Jones Whyte Solicitors use Estatesearch to mitigate risk, uncover unknown assets, and support clients with confidence.

We spoke with Sian Flanagan, Securities Manager at Estatesearch, to learn more about share valuation, sale and transfer during estate administration.

Meet the Estatesearch leadership team driving growth across legal and financial services. Discover our culture, values, and the people behind our award winning success.

A new Estatesearch survey reveals that 70 percent of firms now have a defined policy to identify estate assets, reflecting the sector’s growing focus on due diligence and modern digital discovery tools. With rising adoption of Financial Asset Searches and strong client feedback, the findings highlight how technology is reshaping estate administration.

Estatesearch has been honoured with two major awards at the 2025 British Wills and Probate Awards, recognising innovation, collaboration, and excellence across the legal sector.

AI adoption in legal services took centre stage at the Legal Technology Conference 2025. From risks of bias and exclusion to breakthroughs in efficiency and access to justice, Aleks Tomczyk reflects on how Scotland’s legal community is harnessing artificial intelligence.

Estatesearch has further enhanced security on its ordering platform by introducing the option for multifactor authentication (MFA).

The Will Company partnered with Estatesearch to streamline Will Bank management, reduce wasted costs, improve GDPR compliance, and uncover new business opportunities.

When Elite Law Solicitors recommended a Financial Profile Search, they uncovered a hidden account with £270,000. The discovery changed everything—relieving financial stress and helping the beneficiaries remain in their home. A powerful example of how tailored advice and the right tools protect estates and families.

Ollie Wright, Head of Financial Institutions at Estatesearch, reflects on the FCA’s multi-firm review that links Consumer Duty with bereavement experiences. The report showcases industry progress, from improved communication and empathy to technological innovation—while identifying ongoing challenges. It marks a pivotal shift towards more consistent, compassionate support for vulnerable customers and their legal representatives.

Daniel Edwards of Browne Jacobson shares expert insights on the rise in contentious probate and how to help avoid disputes.

Protecting vulnerable consumers is more important than ever. Ollie Wright, Head of our Financial Institutions Relationships team explores why strengthening Consumer Duty is vital for fair outcomes.

Automate Estate Accounts to save time, reduce errors, and improve accuracy in probate. Discover how Exizent simplifies estate administration.

Discover why extending data rights for deceased individuals in probate ensures fairness and support for families and legal representatives.

Estatesearch’s free webinars offer insights on compliance, client care, marketing, and stress management to help legal professionals thrive.

Estatesure’s estate administration insurance helps solicitors and executors manage risks, avoid costly claims, and protect against potential liabilities.

EstateSearch is pleased to welcome Kevin Bonner as our Insurance Lead. With over 35 years of experience in the insurance industry, he brings a wealth of expertise to the team.

Estatesearch launches Estatesure, a subsidiary offering intermediary services for probate-related insurance and a variety of other policies.

A Q&A with Ollie Wright, Head of our Financial Institutions Team and expert trainer Helen Pettifer

Exploring the gap in data rights for deceased individuals, Ollie Wright dives into why changes need to be made to the current GDPR standard.

Estatesearch survey reveals 97% of firms find Financial Asset Searches add value, aiding asset discovery and supporting legal due diligence