Blog

Case studies

The Search is on – supporting contentious probate teams

John Tunnard, Legal Director at Shakespeare Martineau explores how Estatesearch support them on contentious and non-contentious probate cases

Case studies

Protecting Vulnerable People in Court of Protection Cases

Paige Gouldthorpe, specialises in Court of Protection cases, providing compassionate legal support to safeguard vulnerable individuals.

Case studies

Managing Expectations During Probate

In this case study, James O’Toole from John Fowlers Solicitors emphasizes easing the burden of probate so clients can focus on remembering their loved ones.

Product / service updates

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.

News and industry insights

Double Win for Estatesearch at The Probate Industry Awards

Estatesearch have been named Best Legal Industry Service Provider and Best Technology and Innovation Provider at the 2024 Probies.

Case studies

Due Diligence in Probate

Emma Davies, Solicitor at Masefields explains how Estatesearch support the private client team with due diligence processes in probate.

Case studies

Managing Complex Probate Cases

Kate Rutherford, Head of Probate at Marc White & Co explains how Estatesearch helps her team deal with complex cases.

News and industry insights

Ease of Ordering for Overseas Bankruptcy Searches

In this article, Allan Hume, Customer Relationship Manager, discusses the importance of overseas Bankruptcy Searches.

News and industry insights

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.

News and industry insights

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.

Product / service updates

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

News and industry insights

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

Case studies

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.

Harper MacLeod
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.

A dramatic rise in share sales reports Estatesearch
News and industry insights

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.

News and industry insights

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.

News and industry insights

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 a clients financial affairs
Case studies

Better understanding clients’ financial affairs

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

News and industry insights

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.

Better outcomes for vulnerable clients
Case studies

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
Case studies

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.