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.

£210 + 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

£102.50 + 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 Search and Services

Estatesearch Will Search

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

£60 + VAT

Robust solution
Dynamic geographic searching
Cost effective

Will Register Search

Search for a registered Will with The National Will Register.

£54.17 + 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 changes

Insurance Services

Unoccupied Property Insurance

Competitive buildings and contents cover for unoccupied properties

£POA + IPT

Quotation with address only
No routine inspection clause
Buildings cover up to £1million as standard

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.

£10 + 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.

£10 + 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.

£55 + 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

High Net Worth Bolt-On

Available to order alongside our Financial Profile Search, the High Net Worth Bolt-On supports your due diligence processes when dealing with complex estates held by High Net Worth Individuals (HNWIs).

£250 + VAT

Private Banks
Wealth & Asset Management Companies
The Royal Mint

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