Society of Will Writers members are approved to access the Estatesearch Portal and services due to the SWW excellent training and regulation process.
Estatesearch are a market-leading legal technology provider for private client practitioners, with the aim of providing comprehensive, simple, and efficient online platform that offers access to a growing range of essential due diligence services, helping you to manage everything in one place.
The SWW and Estatesearch working together affords its members the opportunity to access Will Searches, Gazette Notices, Local Ads and Estatesearch’s award-winning combined Asset & Liability searches, the Financial Profile Service, helping to identify the assets in an estate quickly, whilst mitigating risk.
We actively notify and search a comprehensive list of banks, building societies, investment managers, share registrars, pension providers and insurers of the deceased and notify the private client practitioner when a financial institution reports a ‘match’. Further our service can help mitigate risk through our anti-money laundering, company directorship, OPG 100 and Experian UAR searches. Responses and updates can be seen in real-time in our portal and include copies of any relevant correspondence, reference numbers and contact details. All these services are in one place and all on one invoice for greater efficiency.
In regard to our Will searches, we offer an efficient and effective search for both registered and unregistered Wills to ensure Personal Representatives are in possession of the latest Will.
Anthony Belcher, Director at The SWW said,
“One of the goals of The Society of Will Writers has always been to promote the betterment of the profession, which is why we’re delighted to be working with Estatesearch to further expand the range of services available to our members, which in turn enables them to better support their clients.”
For more information on any of Estatesearch’s services visit www.estatesearch.co.uk, email [email protected] or book a meeting now to have a look at the portal.