News and industry insights
Growing Adoption of Estate Asset Identification Policies
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.
Double Award Win at the BWAPs 2025
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 – Insights from the Legal Technology Conference 2025
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 Enhances Secure Platform with Multi-Factor Authentication
Estatesearch has further enhanced security on its ordering platform by introducing the option for multifactor authentication (MFA).
Legal Technology in Scotland: From Niche to Necessity
The Legal Technology Conference 2025 marked a turning point for legal technology in Scotland. With record participation and rising momentum, it’s clear that firms of all sizes are embracing digital tools, AI and innovation as essential to the future of law.
Supporting The Will Company with Enhanced Data Cleansing
The Will Company partnered with Estatesearch to streamline Will Bank management, reduce wasted costs, improve GDPR compliance, and uncover new business opportunities.
Elite Law Solicitors Uncover £270K Hidden Account
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.
Supporting Women in Wills
Emma Baddaley, Strategic Relationship Director at Estatesearch, shares her experience as a committee leader of Women in Wills—a thriving network supporting over 2,000 women across the wills and probate industry. Discover how the group fosters collaboration, education, and wellbeing through events, peer connections, and inclusive dialogue on professional and personal challenges.
Why We Welcome the FCA’s Multi Firm Review
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.
Ask the Experts: Contentious Probate Trends and Insights
Daniel Edwards of Browne Jacobson shares expert insights on the rise in contentious probate and how to help avoid disputes.
Strengthening Consumer Duty Protecting Vulnerable Consumers Through Stronger Financial Regulation
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.
How To Leverage Technology when Compiling Estate Accounts
Automate Estate Accounts to save time, reduce errors, and improve accuracy in probate. Discover how Exizent simplifies estate administration.
Why We Need to Talk About Deceased Data Rights
Discover why extending data rights for deceased individuals in probate ensures fairness and support for families and legal representatives.
Estatesearch Launches Live Webinar Series
Estatesearch’s free webinars offer insights on compliance, client care, marketing, and stress management to help legal professionals thrive.
Estate Administration Insurance Q&A
Estatesure’s estate administration insurance helps solicitors and executors manage risks, avoid costly claims, and protect against potential liabilities.
Estatesearch Expands Team Amid Rising Insurance Demand
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.
Estatesure Launched to Provide Legal Indemnity Cover
Estatesearch launches Estatesure, a subsidiary offering intermediary services for probate-related insurance and a variety of other policies.
Vulnerability – It’s Complicated
A Q&A with Ollie Wright, Head of our Financial Institutions Team and expert trainer Helen Pettifer
Why We Need to Talk About Data Rights in Death
Exploring the gap in data rights for deceased individuals, Ollie Wright dives into why changes need to be made to the current GDPR standard.
Firms Believe Estatesearch Adds Value
Estatesearch survey reveals 97% of firms find Financial Asset Searches add value, aiding asset discovery and supporting legal due diligence
A Gentle Space to Help Honour Loved Ones After Death
Discover whiteballoon, a free resource offering bereavement support, planning advice, and inspiration to help honor your loved one’s life.