Simplifying and accelerating due diligence in estate administration, Estatesearch's award-winning platform enables private client practitioners to deliver greater value to their clients whilst ensuring they mitigate against risk. Our range of searches and services, accessed from one, technology-driven and efficient portal, transforms processes for thousands of clients all over the UK. It provides simple and efficient access to our award-winning combined Financial Asset & Liability searches, the Financial Profile Service, Will Searches, Gazette Notices, Local Ads, Unoccupied Property Insurance, Bankruptcy Searches; all in one place and all on one invoice for greater efficiency.
Our Financial Asset Search helps to identify the assets in the estate quickly, whilst mitigating risk. We actively notify and search a comprehensive list of banks, building societies, investment managers, share registrars, pension providers and insurers of the deceased and notify the private client practitioner when a financial institution reports a ‘match.’ Responses and updates can be seen in real-time in our portal and include copies of any relevant correspondence, reference numbers and contact details. This service offers an unrivalled level of transparent due diligence, a clear audit trail of all reasonable steps taken to locate the assets of the estate, and a fast and efficient search with a fully detailed, final report delivered on day thirty.
Contact us to arrange a CPD session on managing risk in estate administration for your firm or book a demonstration of our portal. For help identifying any assets, including shares in an estate, or more information on any of our services visit our website: www.estatesearch.co.uk, email: [email protected].
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