Will Bank Management Service

Unless you are regularly cleansing your Will Bank, you could be in a situation where you’re potentially unable to connect with your customers.

Our 3-phase Will Bank Management Service provides a solution.

Register today

Legal firms offering Will Writing services often have a large database of clients which contributes to their pipeline of probate work.

But with over 100,000 home movers and 55,000 deaths in the UK every month, it can be very difficult to keep this database up to date.

We are often approached by clients who have experienced such difficulties, with issues ranging from how to avoid writing out to deceased clients, which can cause distress to grieving families, to ensuring that personal information is not sent out to the wrong address, a potential breach of data protection.

Our Will Bank Management Service aims to help firms manage their data more effectively, whilst also supporting GDPR compliance. Our goal is to empower professionals, giving them insights into their data that allow them to stay connected with their customer base and identify opportunities for revenue growth from existing clients.


Optimise your Will Bank in 3 easy steps



The FREE screening phase provides an initial health check of your testator database, allowing you to see the percentage of out-of-data records and review next steps


Identification of deceased subjects and rectification of incorrect addresses. The cleansing phase will also highlight unmatched records which may require further review


Ongoing monitoring including notification of ‘life events’ which may impact your files, including testators passing away or a change of address


The benefits include:

  • Identify clients whose circumstances have changed, alerting you that action may need to be taken
  • Maintain more accurate records and meet regulatory requirements in terms of GDPR
  • Reduces overheads and administration time associated 'return to senders' and ad hoc database management/maintenance
  • Remove deceased/invalid Wills and reduce off site storage costs

Contact us to discuss your requirements and for a quote for Will Bank Management Services

Ensure your Will Bank data is clean and compliant with our screening, cleansing and notification services.

  • Check the overall health of the data on file
  • Rectify address anomalies and identify deceased subjects
  • Ongoing notification to inform you of changes
  • Financial Asset Searches have become an integral part of estate administration. We now commission these searches as a matter of course, and have found that it makes the task of information gathering infinitely less time-consuming and difficult. Tom Bottomley, Partner
  • I feel by using Estatesearch I am using all possible tools out there to provide the most comprehensive search of a deceased's assets to enable a complete and full administered estate from the get go. Leonie Adams, Director
  • The Estatesearch Financial Profile Service gives us a comprehensive and robust due diligence process at the click of a button. Using a combination of data and technology goes beyond what we could reasonably achieve otherwise and Estatesearch have helped us identify additional assets in difficult Court of Protection matters. Holly Chantler, Head of Private Client
  • Having used Estatesearch many times I have always found it to be really quick and easy and if any questions the team are always willing to help and discuss matters and have managed to find other accounts for other clients but with less in them which we are all extremely grateful for. Would highly recommend these are done when dealing with any financial matters. Lynne Ragoubi, Senior Accredited Paralegal
  • We're very happy with the services provided by Estatesearch and find the Financial Profile Service a valuable tool in assisting our clients. In one recent matter undertaking the search meant we discovered an additional £2,500 which we would have otherwise been unaware of, needless to say the beneficiaries were happy with the outcome. Jade Gani, Head of Private Client
  • The Financial Profile Service helps us demonstrate all reasonable due diligence in matters where we're appointed as Executors. In a recent matter the Report helped us identify additional assets which our client and the beneficiary greatly appreciated. Charlotte Day, Solicitor
  • The Estatesearch process is simple and accessing several services in one portal saves so much time. The Financial Profile Service is really useful and great value, supported by excellent customer service. As a firm regularly acting for overseas PRs the Search can be invaluable for discovering UK assets and liabilities. I wouldn’t hesitate in recommending the service to my clients. Helen Green, Solicitor
  • We use the Financial Profile Service when appointed as Executors to help us clearly demonstrate we’ve met all our statutory duties. The report is clear and easy to use, helping us quickly make targeted additional enquiries to secure estate assets when required. Rachel Roche, Solicitor Director
  • The Financial Profile Service helped us efficiently confirm all the estate accounts, and in our latest matter identified a historic pension adding greater value for the beneficiaries and our clients. Liyen Edin, Biscoes Solicitors
  • The Estatesearch team are always willing to go the extra mile to help us with our cases and enquiries, using their knowledge and expertise to help us deliver an excellent service while reducing costs for our clients. Michael Graham, Head of Private Client

Give us a call today, or send a message and we'll get back to you straight away.

0330 900 1700
[email protected]