Blog
Estatesearch Enhances Secure Platform with Multi-Factor Authentication
Estatesearch has further enhanced security on its ordering platform by introducing the option for multifactor authentication (MFA).
Jackson Lees’ Approach to Best Practice in Probate
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.
Supporting Walker Laird with Probate Property
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.
Legal Technology in Scotland: From Niche to Necessity
The Legal Technology Conference 2025 marked a turning point for legal technology in Scotland. With record participation and rising momentum, it’s clear that firms of all sizes are embracing digital tools, AI and innovation as essential to the future of law.
Supporting The Will Company with Enhanced Data Cleansing
The Will Company partnered with Estatesearch to streamline Will Bank management, reduce wasted costs, improve GDPR compliance, and uncover new business opportunities.
Elite Law Solicitors Uncover £270K Hidden Account
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.
Improving Relationships with Financial Institutions
A collaborative success story showing how Estatesearch helped resolve a delayed financial profile response, strengthen FI relationships, and support better probate outcomes.
Supporting Women in Wills
Emma Baddaley, Strategic Relationship Director at Estatesearch, shares her experience as a committee leader of Women in Wills—a thriving network supporting over 2,000 women across the wills and probate industry. Discover how the group fosters collaboration, education, and wellbeing through events, peer connections, and inclusive dialogue on professional and personal challenges.
Birchall Blackburn Ensures Estate Due Diligence with Estatesearch and Exizent
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 in Estate Administration
Uncovering unknown assets is critical in estate administration. Learn how Estatesearch’s Financial Profile Service supports private client solicitors with asset discovery.
Why We Welcome the FCA’s Multi Firm Review
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.
Ask the Experts: Contentious Probate Trends and Insights
Daniel Edwards of Browne Jacobson shares expert insights on the rise in contentious probate and how to help avoid disputes.
Strengthening Consumer Duty Protecting Vulnerable Consumers Through Stronger Financial Regulation
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.
Section 27 Notices: What’s the Alternative?
Learn how No Section 27 notice insurance offers an alternative to traditional Section 27 notices, protecting personal representatives from future claims
Mitigating the Risk of Missing Wills
If a legal firm can’t guarantee they’ve located the most up-to-date Will, Missing Will Insurance protects executors, beneficiaries, and firms from legal risks and financial loss if a later Will is found.
Early Distribution Insurance
Protect against financial & legal risks with Early Distribution Insurance from Estatesure. Indemnify executors & beneficiaries from future estate claims.
How To Leverage Technology when Compiling Estate Accounts
Automate Estate Accounts to save time, reduce errors, and improve accuracy in probate. Discover how Exizent simplifies estate administration.
Unknown Life Insurance Policy Results in a Big Windfall for Charity
A hidden Life Insurance Policy worth £265K was uncovered through our Financial Asset Search, bringing a surprise windfall to beneficiaries.
Don’t Overlook Digital Assets
Ameer Buksh from Kingsley Bond Solicitors shares how the firm helps protect, manage, and transfer digital assets in estate administration.
Irwin Mitchell Share Asset Discovery Process
In this case study, Irwin Mitchell LLP explains how Estatesearch helped uncover hidden funds in a local council deputyship case.
Why We Need to Talk About Deceased Data Rights
Discover why extending data rights for deceased individuals in probate ensures fairness and support for families and legal representatives.