Estatesearch Will Search

Conducting a Will Search demonstrates that reasonable steps have been taken to identify any later or missing Will and helps to ensure you can carry out the testator’s wishes correctly. Our search supports your due diligence processes, helps you to meet best practice, and mitigates the risk of a later Will being discovered after distribution.

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Why you should search for a Will

 

Personal Representatives have a legal responsibility and duty to distribute the deceased’s estate correctly. You have a duty of care to ensure that the testator’s wishes are carried out and correctly distributed to the rightful beneficiaries. Our own research suggests that nearly 20% of people who have made a Will have updated it with a different provider, highlighting the importance of locating the most up-to-date version.

 

Our solution

 

Feedback from clients has previously highlighted the need for greater flexibility, more robust searching criteria, and cost efficiency. Our Will Search takes that view into account to provide you with an effective solution; supporting due diligence, meeting compliance obligations, and improving outcomes for your clients.

We search local will holders using dynamic search criteria to provide a robust search relevant to urban or rural locations. The average person currently moves house up to 8 times in their lifetime, so we search on all connected addresses you provide with no upper limit.

The Estatesearch Will Search includes a full database search of local and national will holders including local solicitors and will writing members of The Institute of Professional Willwriters (IPW) and The Society of Will Writers (SWW). In addition, we include a search of Probate Depository and a number of online will providers. All potential Will Holders contacted are detailed in the report, giving you an audit trail to demonstrate due diligence.

For complete peace of mind, our report helps you to meet the recommendations made in 19.1 of the Probate Practitioners Handbook (Missing Wills) and 21.3.1 of the Law Society Wills and Inheritance Quality Scheme (WIQS).

A search of The National Will Register can also be conducted within our portal.

  • Makes enquiries of Local and National Will Holders inc. members of IPW and SWW, The Probate Depository and a number of online providers
  • Dynamic geographic search criteria allows a robust search in urban OR rural locations
  • No upper limit on connected addresses


Easy ordering with the Estatesearch Portal

 

All orders can be placed securely online through our dedicated portal offering access to a variety of searches and services. There are no registration or subscription fees, so you only pay for what you need, when you need it.

 

To find out more about the portal and the full toolkit it provides, why not book a quick demo?

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Quickly and diligently fulfil your obligations when it comes to searching for a Will.

£50 + VAT
  • Robust solution
  • Dynamic geographic searching
  • Cost effective
Register today

Also available

Estatesearch Will Search Plus

£99 + VAT

Includes an Estatesearch Will Search

PLUS

A search of the National Will Register

  • Financial Asset Searches have become an integral part of estate administration. We now commission these searches as a matter of course, and have found that it makes the task of information gathering infinitely less time-consuming and difficult. Tom Bottomley, Partner
  • I feel by using Estatesearch I am using all possible tools out there to provide the most comprehensive search of a deceased's assets to enable a complete and full administered estate from the get go. Leonie Adams, Director
  • The Estatesearch Financial Profile Service gives us a comprehensive and robust due diligence process at the click of a button. Using a combination of data and technology goes beyond what we could reasonably achieve otherwise and Estatesearch have helped us identify additional assets in difficult Court of Protection matters. Holly Chantler, Head of Private Client
  • Having used Estatesearch many times I have always found it to be really quick and easy and if any questions the team are always willing to help and discuss matters and have managed to find other accounts for other clients but with less in them which we are all extremely grateful for. Would highly recommend these are done when dealing with any financial matters. Lynne Ragoubi, Senior Accredited Paralegal
  • I've found the range of services provided by Estate Search to be vital tools in my day to day work as a private client lawyer. The client portal is an excellent one stop shop for the full range of searches I often undertake. Barry Griffin, Partner
  • The Financial Profile Service helps us demonstrate all reasonable due diligence in matters where we're appointed as Executors. In a recent matter the Report helped us identify additional assets which our client and the beneficiary greatly appreciated. Charlotte Day, Solicitor
  • Estate Asset searches are something that I think most estates (and even living clients) need. It takes the burden off of the Executor/representative on death, and if a firm is acting as Deputy during someone's lifetime, it covers you to show that you have done a thorough look into the assets and liabilities Zoe Johnson, Solicitor
  • We use the Financial Profile Service when appointed as Executors to help us clearly demonstrate we’ve met all our statutory duties. The report is clear and easy to use, helping us quickly make targeted additional enquiries to secure estate assets when required. Rachel Roche, Solicitor Director
  • The Financial Profile Service helped us efficiently confirm all the estate accounts, and in our latest matter identified a historic pension adding greater value for the beneficiaries and our clients. Liyen Clutton, Biscoes Solicitors
  • The Estatesearch team are always willing to go the extra mile to help us with our cases and enquiries, using their knowledge and expertise to help us deliver an excellent service while reducing costs for our clients. Michael Graham, Head of Private Client
  • As trusted legal advisors, our clients appoint us in many different capacities, as executors, trustees, Attorneys and Deputies. Clients place their trust in us, and we take that responsibility seriously. As part of our best practice when undertaking those roles, we conduct an asset and liability search to identify and secure all assets and investments held in an estate, by a trust, or by a donor client. We place our trust in Estatesearch to produce a report that is both thorough and reliable. Estatesearch also support us with several other products that ensure we can provide a professional and comprehensive service across our private client team. Mrs Tracey Hatswell TEP, Partner, Wason Male & Wagland LLP
  • Just excellent service at all times, the staff are always friendly and are a pleasure to work with. Nothing is too much trouble. Swift, efficient and comprehensive services. (The socks are pretty cool too!) Tristy Pateman, Senior Private Client Executive
  • As a business reliant on accurate compliance we turned to Estatesearch for our insolvency and bankruptcy checks, and we couldn’t be happier with the experience. Their system is incredibly user friendly, allowing our team to navigate the process effortlessly. We appreciate how straightforward the platform is and look forward to an integration with our software provider shortly. We would recommend Estatesearch to any business seeking a reliable partner for insolvency and bankruptcy assessments. Laura Staples, Partner & Head of Private Client. HK Law

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0330 900 1700
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