Case studies

Harper MacLeod

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 a clients financial affairs

Better understanding clients’ financial affairs

Estatesearch provide peace of mind for Will & Probate Services, supporting them in better understanding their clients’ financial affairs.

Better outcomes for vulnerable clients

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.

Identifying assets and liabilities

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.

Legal technology to support due diligence

Case Study – Jones Whyte Solicitors

Jones Whyte Solicitors partners with Estatesearch to uncover assets in a £1M estate, providing vital support to vulnerable clients in complex probate cases

Timms Solicitors identify life insurance policy valued at £2,500

The Finanical Profile Service helps identify a previously unknown life insurance policy valued at £2,500

Morr & Co Solicitors identify additional assets

The Financial Profile Service has helped Morr & Co Solicitors identify additional assets in a number of difficult matters. Most recently £60,000 in an unknown bank account.