Case studies

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.

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.