Services


Estatesearch Portal

Introducing our secure on-line portal giving you simple and efficient access to Will Searches, Gazette Notices, Local Ads and our award-winning combined Asset & Liability searches, the Financial Profile Service. All in one place, all on one invoice for greater efficiency.

  • Impressively simple
  • Elegantly efficient
  • No registration or subscription fees

Asset & Liability Searches

Credit & Liabilities Search

Electronic search of Credit Bureau Data to identify open & closed creditor accounts

£25 + VAT
  • Bankruptcy, CCJs & IVAs
  • Previous Names & Addresses
  • Open & Closed Credit Accounts

Financial Profile Standard

An effective and efficient combined asset & liability search to support essential due diligence for Executors, Deputies & Attorneys.

£165 + VAT
  • Digital Credit & Liability Data
  • Notification to 100's Organisations
  • Prevents Fraud with VRS Registration

Financial Profile Premium

Our most comprehensive financial asset & liability search, offering an unparalleled level of due diligence.

£195 + VAT
  • Comprehensive Financial Asset & Liability Search
  • Identifying Live, Online, Lost & Dormant Accounts
  • Inc. Unclaimed Asset Search, Companies House & OPG Searches

Statutory Notices

Trustee Notices (Section 27) Gazette Notice

Official public entry in The Gazette to advertise for potential creditors of deceased estates

£92 + VAT
  • Official Public Entry
  • London, Edinburgh or Belfast
  • Protects Executor from Unknown Creditors

Trustee Notices (Section 27) Local Advertisement

Publication of a deceased notice in the relevant local newspaper to advertise for potential creditors

£POA + VAT
  • Publication in Local Newspaper
  • We recommend suitable publications
  • Protects Executor from Unknown Creditors

Will Data Management

Estatesearch Will Search

Quickly and diligently fulfil your obligations when it comes to searching for a Will.

£50 + VAT
  • Robust solution
  • Dynamic geographic searching
  • Cost effective

Will Register Search

Search for a registered Will with The National Will Register.

£49 + VAT
  • National Will Search
  • Fast results

Missing Will Service

Comprehensive search to help locate both registered and unregistered Wills

£349 + VAT
  • Probate Registry & National Will Register Search
  • Geographical Will Search by Postal Service
  • Pre-approval for Missing Will Insurance

Will Bank Management Service

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

POA
  • Check the overall health of the data on file
  • Rectify address anomalies and identify deceased subjects
  • Ongoing notification to inform you of future changes

Insurance Services

Unoccupied Property Insurance

Competitive buildings and contents cover for unoccupied properties

£POA + IPT
  • Quotation with address only
  • No routine inspection clause
  • Contents only from £14.4 p/m

Early Distribution Insurance

Indemnifies Executors & Beneficiaries against potential Inheritance Act claims to facilitate earlier distribution

£POA + IPT
  • Indemnifies Executors & Beneficiaries
  • Facilitates distribution within IA '75 claims period
  • Helps PRs offer alternative solutions to Beneficiaries

Missing Share Certificates

Arrangement of countersignatures on letters of indemnity for lost or missing share certificates

£1-2% + IPT
  • Enables re-issue of share certificates
  • Includes lost, damaged or missing share certificates
  • Indemnifies the registrar against potential loss

ID Checking & Bankruptcy Searches

Identity Checks & Bankruptcy

Robust ID checking solutions to help confirm the identity of a beneficiary and ensure no encumbrances before distributing funds

from £4 + VAT
  • Identity Check
  • Anti-Money Laundering Check
  • Bankruptcy / Insolvency Search (Standard & Premium Checks only)

Overseas Bankruptcy Search

A range of identity and bankruptcy checks, with a particular emphasis on overseas beneficiaries

From £50 + VAT
  • Checks on overseas beneficiaries
  • Checks in a range of countries

Share Services

Share Valuations

Expert probate valuations, calculated using the 1/4 up method in line with HMRC requirements.

£6 + VAT per holding
  • Probate valuations of shares at date of death.
  • Identification of Ex-Dividends (XD) due at date of death.
  • Provide details of company name changes and acquisitions where relevant.

Share Verification

Our share verification service provides confirmation of the number and validity of shares found in an estate.

£6 + VAT per holding
  • Verification of the number of holdings held at date of death and present date.
  • Confirmation of whether the shares are held in certificated or nominee form.
  • Validation of share certificates

Sales & Transfers

Whether you are selling or transferring shares as part of estate administration, we have the expertise to help.

£50 + VAT per holding (plus brokerage fees)
  • Registration of the Grant of Representation.
  • Verification of valid Share Certificates.
  • Preparation of all appropriate forms.

Services for the Living

Financial Asset Search for the Living

Our Financial Asset Search for a Living person helps to identify the full extent of your clients' estate in life. It is a useful tool for professionals assisting with wealth management and estate planning.

£155 + VAT
  • Active search of potentially lost and forgotten assets
  • Comprehensive reporting
  • Helps to prevent fraud through robust ID verification

Bolt on Services

Digital Assets Search

Available to order alongside our Financial Profile Search, the Digital Assets Bolt-On supports your due diligence processes, extending your audit trail to include accounts which may be only accessible online.

£35 + VAT
  • Cryptocurrency exchanges
  • Online gambling houses
  • Money management and transfer services

Additional Services

Vehicle Valuations

Automated open market valuation provided by Percayso, the leading used car valuation platform. Providing both a date of death and current valuation that is compliant with HMRC form IHT 400.

£10 + VAT
  • Open market value at both date of death and date of report
  • Notifications of MOT and Vehicle tax status
  • Vehicle status checks including outstanding finance