Blog
A Gentle Space to Help Honour Loved Ones After Death
Discover whiteballoon, a free resource offering bereavement support, planning advice, and inspiration to help honor your loved one’s life.
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.
Probate for Complex Estates
Meridian Solicitors specialises in handling complex estates for high-net-worth clients. In this article, Edward Jones, Senior Associate at the firm, shares insights into their due diligence processes.
Best Practice in Administering High Net Worth Estates
Rachel Giles of Taylor Walton discusses managing High Net Worth estates, offering expert guidance on probate, inheritance and complex cases.
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.
How Estate Administration Technology is Futureproofing the Industry
Explore how estate administration technology is transforming the private client sector, boosting efficiency while ensuring due diligence.
Protecting Vulnerable People: Managing Court of Protection cases
Discover how Gillhams Solicitors expertly safeguard vulnerable clients’ assets through dedicated Court of Protection services.
Considering Digital Assets
Explore the rising importance of digital assets in estate planning and why it’s essential they’re all discovered.
The Evolving Space of Best Practice
In this article, Helen Forster delves into the evolving realm of Wills and estate administration, offering insights on ensuring best practice.
Best Practice Relating to Shariah Wills and Distribution
In this Q&A, Yasmin Hoque delves into the key principles and best practices surrounding Shariah wills and estate distribution
Estatesearch Smashes Charity Challenge Walk Target
Estatesearch smash their charity fundraising target and raise £2,882 for Alzheimer’s Society.
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.
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.
Managing Data More Efficiently
Grant Saw utilises Estatesearch’s Will Bank Management Service for data management, thorough cleansing, and GDPR compliance.
The Increasing Importance of Will Searches
Discover why Will searches are essential in today’s estate administration and how they help avoid legal risks and outdated documents.
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.
Considering Digital Assets in Death
Explore the effective management of digital assets in death during estate administration, ensuring adherence to evolving regulations.
How Joined Up Thinking Can Enhance Quality of Care
Plan With Care collaborates with legal firms to provide support, ensuring vulnerable individuals receive exceptional care and quality of life.
Protecting Vulnerable Elderly People from Scams and Fraud
Boost your legal practice with Estatesearch’s technology to protect vulnerable clients. Learn about Re-engage’s work combating isolation and fraud among older people.
Estate Planning Survey Uncovers more Quirky Inheritances
Gain exclusive insights from our recent Estate Planning Survey, uncovering a shared trend in both Canada and the UK.