News and industry insights

Estatesearch Poll

• By Ben Furlong on September 16th, 2020 •

92% Report Issues Obtaining Financial Information As Executor Or Deputy

During our latest webinar we polled all attendees asking them if they ever encountered difficulties when obtaining financial information as an Executor, Deputy or Attorney.

A staggering 92% of respondents confirmed they had at one time or another encountered issues obtaining financial information. With 50% reporting issues occasionally, and 25% reporting they regularly experienced difficulties.

92% Report Issues Obtaining Financial Information.PNG

This left 17% saying a lack of information or difficulty getting information was rare, and the final 8% (the lucky few) reported never having had issues obtaining financial information in respect of an estate.

Our coffee break webinars cover a range of topics, exploring how practitioners can use data and technology to conduct estate due diligence, identify estate assets and prevent fraud and financial abuse.

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