Gain exclusive insights from our recent Estate Planning Survey, uncovering a shared trend in both Canada and the UK.
John Tunnard, Legal Director at Shakespeare Martineau explores how Estatesearch support them on contentious and non-contentious probate cases
Paige Gouldthorpe, specialises in Court of Protection cases, providing compassionate legal support to safeguard vulnerable individuals.
In this case study, James O’Toole from John Fowlers Solicitors emphasizes easing the burden of probate so clients can focus on remembering their loved ones.
Estatesearch has launched a new Will Bank Management Service to help private client practitioners manage data more efficiently.
Estatesearch have been named Best Legal Industry Service Provider and Best Technology and Innovation Provider at the 2024 Probies.
Emma Davies, Solicitor at Masefields explains how Estatesearch support the private client team with due diligence processes in probate.
Kate Rutherford, Head of Probate at Marc White & Co explains how Estatesearch helps her team deal with complex cases.
In this article, Ollie Wright, Head of Financial Institutions, explores the development and refinement of our Digital Asset Search.
Ollie Wright, Head of our Financial Institutions Team discusses the issues that are affecting consumers. The Collaboration Journal, issue 16.
Estatesearch offers ID and insolvency checks to satisfy AML regulations and meet recommendations when it comes to Pre-Distribution
In this article, Ben Furlong, Managing Director dives into how Estatesearch has uncovered well over £1.5 million of unknown assets on behalf of private client practitioners
In this case study, Rebeka Clarke from Trethowans highlights how Estatesearch’s Financial Profile Search revealed £14,000 in previously unknown assets.
In this case study, Harper Macleod showcases how Estatesearch’s Financial Profile search uncovered six bank accounts holding hundreds of thousands of pounds, along with an annuity.
Estatesearch has seen a dramatic rise in UK share sales, confirming a 365% increase in holdings sold in 2023, amounting to over £14m.
Estatesearch is celebrating as director Ben Furlong has been named as one of the legal industry’s first ‘O Listers’.
Estatesearch provide peace of mind for Will & Probate Services, supporting them in better understanding their clients’ financial affairs.
We have a unique opportunity to help the financial industry support the needs of its customers and in meeting Consumer Duty.
We are working with a sensitive area of the law where we find out everything about a client and it is important that we can establish the facts and respect privacy at the same time. Estatesearch’s services enable us to find out everything we need to know and no more. It means we can offer a better and more sensitive service to our clients.
Monan Gozzett work with Estatesearch in identifying assets and liabilities in probate cases, to ensure nothing is overlooked.
Estatesearch are thrilled to now be working with 1,500 law firms and over 200 Financial Institutions, improving the way that they are able to handle Bereavement and Loss of capacity on behalf of Private Client professionals.
