Resource Hub

Meet the Estatesearch leadership team driving growth across legal and financial services. Discover our culture, values, and the people behind our award winning success.

A case study exploring how Estatesearch technology supports RIAA Barker Gillette in probate cases through asset searches and due diligence.

A new Estatesearch survey reveals that 70 percent of firms now have a defined policy to identify estate assets, reflecting the sector’s growing focus on due diligence and modern digital discovery tools. With rising adoption of Financial Asset Searches and strong client feedback, the findings highlight how technology is reshaping estate administration.

Estatesearch has enhanced its asset search offering, allowing UK solicitors to request additional searches in the US and Canada. This expansion supports private client professionals managing estates with North American connections, ensuring a more complete due diligence process.

UHY Hacker Young, one of the UK’s leading chartered accountancy groups, is enhancing its probate and estate administration services through Estatesearch and Exizent. Discover how these digital tools streamline asset discovery, simplify IHT 400 form completion, and support families with expert, compassionate care during estate administration.

When a complex estate case landed on the desk of Anthony Collins Solicitors, a Financial Profile search from Estatesearch uncovered £629,000 in hidden assets, ensuring fair distribution and peace of mind for their client.

Estatesearch has been honoured with two major awards at the 2025 British Wills and Probate Awards, recognising innovation, collaboration, and excellence across the legal sector.

Southeast Legacies, a family-run firm specialising in Wills and probate, shares how Estatesearch’s Will Bank Management helps them maintain client trust, streamline updates, and deliver ongoing care that extends far beyond traditional estate planning.

AI adoption in legal services took centre stage at the Legal Technology Conference 2025. From risks of bias and exclusion to breakthroughs in efficiency and access to justice, Aleks Tomczyk reflects on how Scotland’s legal community is harnessing artificial intelligence.

Estatesearch has further enhanced security on its ordering platform by introducing the option for multifactor authentication (MFA).

Jackson Lees Group demonstrates best practice in probate by using Estatesearch’s Financial Profile Search to identify all assets and liabilities. This proactive approach ensures no accounts are overlooked, helping families avoid inheritance tax complications while offering reassurance during estate administration.

Probate property often needs fast, reliable insurance. Walker Laird explains how Estatesearch’s Estatesure service streamlines unoccupied property cover, reduces risk, and protects clients with speed and confidence.

The Will Company partnered with Estatesearch to streamline Will Bank management, reduce wasted costs, improve GDPR compliance, and uncover new business opportunities.

When Elite Law Solicitors recommended a Financial Profile Search, they uncovered a hidden account with £270,000. The discovery changed everything—relieving financial stress and helping the beneficiaries remain in their home. A powerful example of how tailored advice and the right tools protect estates and families.

A collaborative success story showing how Estatesearch helped resolve a delayed financial profile response, strengthen FI relationships, and support better probate outcomes.

Discover how Birchall Blackburn, a leading North West law firm, uses Estatesearch and Exizent to streamline estate administration, uncover hidden assets, and improve client service. Partner Rosemary Johns shares how both platforms support probate and Court of Protection work, ensuring due diligence and delivering efficient, professional outcomes for clients.

Uncovering unknown assets is critical in estate administration. Learn how Estatesearch’s Financial Profile Service supports private client solicitors with asset discovery.

Ollie Wright, Head of Financial Institutions at Estatesearch, reflects on the FCA’s multi-firm review that links Consumer Duty with bereavement experiences. The report showcases industry progress, from improved communication and empathy to technological innovation—while identifying ongoing challenges. It marks a pivotal shift towards more consistent, compassionate support for vulnerable customers and their legal representatives.

Daniel Edwards of Browne Jacobson shares expert insights on the rise in contentious probate and how to help avoid disputes.

Protecting vulnerable consumers is more important than ever. Ollie Wright, Head of our Financial Institutions Relationships team explores why strengthening Consumer Duty is vital for fair outcomes.

Learn how No Section 27 notice insurance offers an alternative to traditional Section 27 notices, protecting personal representatives from future claims