Case studies
The Importance of Checking the Probate Depository
Discover how Estatesearch’s Will search helped Kings Court Trust uncover a previously unknown Will, ensuring the correct distribution of the estate.
Engaging with Clients Through Will Bank Management
Stephen Rimmer LLP completed a Will Bank Cleansing project, which proved both a valuable income generator and a way to reconnect with past clients.”
The Importance of Will Searches in the Probate Process
Learn how a missing Will nearly caused a misdistribution and why thorough Will searches are vital in probate. Read our case study with Herington Carmichael LLP.
Asset Discovery for High Net Worth Individuals
Discover how Foot Anstey LLP supports high net worth clients with cross-border estate administration and financial asset searches.
Establishing Assets in Court of Protection Cases
Estatesearch provides efficient solutions for court of protection cases to help deputies locate assets, streamline processes, and protect client interests.
Archer Rusby Makes an Unexpected Discovery
Archer Rusby utilises Estatesearch for thorough asset discovery, ensuring probate clients have peace of mind during Estate Administration.
Protecting Vulnerable People: Managing Court of Protection cases
Discover how Gillhams Solicitors expertly safeguard vulnerable clients’ assets through dedicated Court of Protection services.
Will Bank Data Cleanse exercise supports Bennett Oakley
This case study explores how Bennett Oakley uses Estatesearch’s Will Bank Management Service to ensure GDPR compliance.
Managing Data More Efficiently
Grant Saw utilises Estatesearch’s Will Bank Management Service for data management, thorough cleansing, and GDPR compliance.
Protecting Clients in Probate
Discover how W&P Legal is protecting their clients with thorough estate planning, ensuring diligence every step of the way.
Providing Excellent Client Care
In this case study Ciara Dalton, from JMW Solicitors goes into detail how an Estatesearch Financial Profile Search identified an unknown bank account containing 35K.
The Search is on – supporting contentious probate teams
John Tunnard, Legal Director at Shakespeare Martineau explores how Estatesearch support them on contentious and non-contentious probate cases
Protecting Vulnerable People in Court of Protection Cases
Paige Gouldthorpe, specialises in Court of Protection cases, providing compassionate legal support to safeguard vulnerable individuals.
Managing Expectations During Probate
In this case study, James O’Toole from John Fowlers Solicitors emphasizes easing the burden of probate so clients can focus on remembering their loved ones.
Due Diligence in Probate
Emma Davies, Solicitor at Masefields explains how Estatesearch support the private client team with due diligence processes in probate.
Managing Complex Probate Cases
Kate Rutherford, Head of Probate at Marc White & Co explains how Estatesearch helps her team deal with complex cases.
Estatesearch Uncovers Unknown Assets for Trethowans
In this case study, Rebeka Clarke from Trethowans highlights how Estatesearch’s Financial Profile Search revealed £14,000 in previously unknown assets.
Helping Harper Macleod Identify Assets in Executry cases
In this case study, Harper Macleod showcases how Estatesearch’s Financial Profile search uncovered six bank accounts holding hundreds of thousands of pounds, along with an annuity.
Better understanding clients’ financial affairs
Estatesearch provide peace of mind for Will & Probate Services, supporting them in better understanding their clients’ financial affairs.
Helping Fosters Solicitors Ensure Good Outcomes for Vulnerable Clients
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.
Peace of Mind in Identifying Assets & Liabilities
Monan Gozzett work with Estatesearch in identifying assets and liabilities in probate cases, to ensure nothing is overlooked.