register for an Estatesearch account

To access Estatesearch service you must be a “Professional Advisor” meaning either a “Responsible Party” being a person holding qualification or experience relevant to probate, estate administration or court of protection matters or a “Delegate User” working in the same organisation as a Responsible Party.

Suitable qualifications and experience include being:

  • A qualified solicitor holding a valid practicing certificate issued by the Law Society of England and Wales or the Law Society of Scotland; or

  • A Member of

    • Chartered Institute of Legal Executives (CiLEX);

    • Society of Trust and Estate Practitioners (STEP);

    • Solicitors for the Elderly (SFE);

    • Council of Licensed Conveyancers (CLC);

    • Chartered Institute of Accountants of England and Wales (ICAEW);

    • Institute of Chartered Accountants of Scotland (ICAS); or

  • An Independent Financial Adviser (IFA) registered with the Financial Conduct Authority (FCA).

Please submit details to register for an account below or for more support and assistance simply Contact Us

Once you submit your details below, we'll check them and then contact you with login information.