Blog
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.
Ease of Ordering for Overseas Bankruptcy Searches
In this article, Allan Hume, Customer Relationship Manager, discusses the importance of overseas Bankruptcy Searches.
Identifying Digital Assets in an Evolving Space
In this article, Ollie Wright, Head of Financial Institutions, explores the development and refinement of our Digital Asset Search.
Incapacity vs Capacity – ensuring equal rights in financial services
Ollie Wright, Head of our Financial Institutions Team discusses the issues that are affecting consumers. The Collaboration Journal, issue 16.
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 Uncovers Over £1.5 of Unknown Assets
In this article, Ben Furlong, Managing Director dives into how Estatesearch has uncovered well over £1.5 million of unknown assets on behalf of private client practitioners
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.
Estatesearch sees ‘dramatic rise’ in share sales in probate
Estatesearch has seen a dramatic rise in UK share sales, confirming a 365% increase in holdings sold in 2023, amounting to over £14m.
LawNet Teams up with Estatesearch to Bring Benefits to Members
LawNet launched Estatesearch’s discounted searches to its members in June 2021. Now more than 60% of the network use Estatesearch’s services.
Ben Furlong Named in Inaugural O List
Estatesearch is celebrating as director Ben Furlong has been named as one of the legal industry’s first ‘O Listers’.
Better understanding clients’ financial affairs
Estatesearch provide peace of mind for Will & Probate Services, supporting them in better understanding their clients’ financial affairs.
Supporting the Financial Industry in meeting Consumer Duty
We have a unique opportunity to help the financial industry support the needs of its customers and in meeting Consumer Duty.
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.
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.
Improving Outcomes for Vulnerable People When Consumer Duty comes into Play
In this article, we discuss the new FCA’s consumer duty principle which comes into force from the 31st July 2023.
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
The Weirdest Things Left in Wills
Our new research reveals the weirdest things left in Wills and provides insight into the estate planning processes of 2,000 UK residents.
Helping Financial Institutions Comply with Consumer Duty for Vulnerable People
Helping Financial Institutions Comply with Consumer Duty for Vulnerable People