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.
In this article, we discuss the new FCA’s consumer duty principle which comes into force from the 31st July 2023.
Jones Whyte Solicitors partners with Estatesearch to uncover assets in a £1M estate, providing vital support to vulnerable clients in complex probate cases
Our new research reveals the weirdest things left in Wills and provides insight into the estate planning processes of 2,000 UK residents.
Helping Financial Institutions Comply with Consumer Duty for Vulnerable People
Valuing shares for inheritance tax can be complex and time-consuming, with hidden pitfalls and liability risks. In this article we dive into Estatesearch’s Share Services.
Dealing with shares in probate can add an extra level of complexity to processes. Find out how our expert Share Services can help.
Estatesearch’s Financial Profile Premium has been enhanced in response to the decommissioning of the Experian Unclaimed Asset Register
Estatesearch are delighted to announce our acquisition of Landmark Information’s Financial Asset Search.
Estatesearch win ‘Best Use of Technology’ at this years British Wills & Probate Awards.
The Financial Profile Service has helped Morr & Co Solicitors identify additional assets in a number of difficult matters. Most recently £60,000 in an unknown bank account.
