Estatesearch has enhanced its asset search offering, enabling UK solicitors to request additional asset searches in North America, including the United States and Canada.
New Access to North American Asset Searches
Ben Furlong, Managing Director, Estatesearch confirms:
“Up until now, our international asset searches have only been available to Canadian legal firms. However, UK solicitors will now also be able to request searches in both the US and Canada.
This means that for legal teams working on estate administration where the subject has spent considerable time in North America, or may have personal or business ties to the region, asset searches can now be expanded to include any accounts they may have held there, ensuring due diligence in the asset identification process.”
Comprehensive Financial Profile Service
Estatesearch’s Financial Profile Service is a comprehensive asset and liability search ordered through a free, secure online portal. Estatesearch contacts hundreds of institutions, including banks, building societies, investment managers, share registrars, pension providers, and insurers to help identify financial profiles of the deceased.
The resulting report enables private client solicitors to make further, more targeted follow-up enquiries where an institution confirms a profile match.
Supporting Legal Professionals Across Estate Administration
As well as asset searches, Estatesearch has developed an award-winning range of solutions designed to improve the areas of estate planning, administration, and management.
“We help private client professionals achieve greater efficiency and mitigate risk, addressing the various challenges of estate administration. We now work with over 2,400 professional firms operating across wills, probate, and estate administration,” confirms Furlong.
Ongoing Innovation in Legal Technology
“As part of our drive for the constant improvement of our offering, we are currently working on adding other jurisdictions such as France, South Africa, Hong Kong, and Australia as options within our Financial Profile Service,” Furlong adds.
Additional Services from Estatesearch
Estatesearch also provides services for: Trustee Notices, Will Searches, Overseas & UK Bankruptcy Searches, Unoccupied Property Insurance, Early Distribution Insurance, and Share Valuations.
With no registration or subscription fees, legal firms simply pay for the disbursements they need, when they need them.
Originally published in Today’s Wills and Probate