News and industry insights

Estatesearch Partnership with Institute of Paralegals

By Ben Furlong on November 23rd, 2020

Estatesearch are now able to provide their full range of services to member of the Institute of Paralegals, to celebrate this we’re offering all IoP members 50% off their first Asset & Liability search.

This partnership demonstrates the exceptionally high professional standards set and maintained by the Institute, enabling Estatesearch to provide access to it’s financial data for Institute members working in probate, estate administration and court of protection matters.

The Estatesearch combined asset & liability search, the Financial Profile Service, helps Executors, Deputies and Attorneys more confidently identify estate accounts. The award winning search modernises the process by including access to real time financial data from significant financial institutions including Experian. The sensitivity of such data means the product is only available through regulated intermediaries, with members of the Institute of Paralegals now qualifying.

Ben Furlong, Client Services Director at Estatesearch said;

“Working with the Institute and it’s members we knew of the high professional standards and extensive experience within the membership. This new partnership successfully demonstrates those standards highlighting the important role of the IoP, and secures greater access for its members to to emerging technology tools in the private client sector” 

Neil Newman, Director of Innovation and Development at the Institute of Paralegals said;

“The IoP is delighted to be working with Estate Search who are committed to developing innovative technology that helps professionals better support vulnerable clients. It’s clear to see, that their products are valuable to our members that operate in this area” 

Estatesearch are offering all members of the Institute of Paralegals a 50% discount on their first Asset & Liability search, so that practitioners can evaluate the benefit to their clients got themselves.

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