Product / service updates
Testator data and the challenges of keeping it up to date
Is your testator data up to date? Discover the risks of inaccurate data and how we can help you enhance data integrity and compliance.
How to Boost Leads with Proactive Will Bank Data Management
Learn how proactive Will Bank management helps your firm reconnect with clients, boost leads, and stay GDPR compliant.
Considering Digital Assets
Explore the rising importance of digital assets in estate planning and why it’s essential they’re all discovered.
Asset Searches and Best Practice for Will Writers
This article looks at best practice in relation to conducting asset and liability searches when LPAs are drafted or where a Will writer is appointed as an Attorney or a Professional Deputy.
Helping Firms Maximise the Potential of their Will Bank
Estatesearch has launched a new Will Bank Management Service to help private client practitioners manage data more efficiently.
ID & Pre-Distribution Checks Q&A
Estatesearch offers ID and insolvency checks to satisfy AML regulations and meet recommendations when it comes to Pre-Distribution
Estatesearch now working with 1,800 law firms and over 200 Financial Institutions
Estatesearch are thrilled to now be working with 1,500 law firms and over 200 Financial Institutions, improving the way that they are able to handle Bereavement and Loss of capacity on behalf of Private Client professionals.
Active and Resigned Company Directorship Search
An active or resigned company directorship search will inform a personal representative of any current and previous appointments as a director, as well as the trading status of each registered company.
What is a Financial Asset Search (FAS)?
Did you know that there is reported to be up to £1.2 billion of unclaimed assets in UK bank accounts, a figure which is increasing annually?
The Importance of Carrying out an Anti Money Laundering Check on the Deceased when Administering an Estate
70% of firms are at risk by not conducting an Anti-Money Laundering Check on the Deceased when administering an estate.