As 2024 draws to a close, we want to thank all our clients, partners, and colleagues for continuing to support the Estatesearch journey. It's been another exceptional year of growth and innovation, and another step in our mission to make the lives of those working in Private Client that little bit easier. Wishing everyone a #2025 filled with health, happiness and success. #HappyNewYear
About us
Estatesearch are committed to building data and technology services to help legal professionals support bereaved or vulnerable clients. We also campaign alongside professional membership bodies for improved vulnerable customer journeys among financial institutions. Our award winning Financial Profile Service is a combined asset and liability search to help Executors, Administrators, Deputies & Attorneys undertake a comprehensive and efficient search for all estate accounts. Providing reassurance and peace of mind. Alongside our Financial Profile Service our cloud based platform integrates with leading third-party services, simplifying you processes and providing access to a range of searches and services all in one dashboard, For further information or to arrange a demo visit our website.
- Website
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http://www.estatesearch.co.uk
External link for Estatesearch
- Industry
- Legal Services
- Company size
- 11-50 employees
- Headquarters
- Burgess Hill, West Sussex
- Type
- Privately Held
- Specialties
- Mental Capacity, Estate Administration, Financial Profile, Deputyship, Bereavement, Credit & Liabilities, Insurance, Court of Protection, Legal Technology, and Probate
Locations
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Primary
Get directions
2nd Floor Delmon House
36-38 Church Road
Burgess Hill, West Sussex RH15 9AE, GB
Employees at Estatesearch
Updates
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Inheritance Data is now a part of Estatesearch! This acquisition is an exciting step forward in our mission to provide comprehensive solutions for estate due diligence. With this change, Inheritance Data will no longer be accepting orders. All estate services will now be accessed through Estatesearch, offering a wider range of tools to assist with your estate administration needs. If you haven’t yet registered for an Estatesearch Portal account, sign up for free today and explore all the services available. https://hubs.ly/Q030jLjP0 #Acquisition #Estatesearch #InheritanceData
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Estatesearch reposted this
The Estatesearch team would like to extend our warmest wishes for a Merry Christmas and a Happy New Year to all of our valued clients. As the festive season approaches, we hope you enjoy some well deserved rest and time with loved ones. We are truly grateful for the trust you place in us, with many of you considering Estatesearch an extension of your own team. Looking ahead, we are excited for the opportunities the new year will bring and wish success to us all. Please note, our team will be taking some time off and will be working reduced hours (9am-2pm) on the following dates: Tuesday 24th Friday 27th Monday 30th Tuesday 31st Thank you for all your continued support this year, here's to 2025!
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The Estatesearch team would like to extend our warmest wishes for a Merry Christmas and a Happy New Year to all of our valued clients. As the festive season approaches, we hope you enjoy some well deserved rest and time with loved ones. We are truly grateful for the trust you place in us, with many of you considering Estatesearch an extension of your own team. Looking ahead, we are excited for the opportunities the new year will bring and wish success to us all. Please note, our team will be taking some time off and will be working reduced hours (9am-2pm) on the following dates: Tuesday 24th Friday 27th Monday 30th Tuesday 31st Thank you for all your continued support this year, here's to 2025!
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As a sponsor of the fantastic #womeninwills network, we're excited to be supporting their newly announced Q1 events in 2025! There's something for every woman in the industry from insiteful webinars (our own Emma Baddaley will talking about will banks and GDPR), to the first in-person event of the year in London, celebrating International Women's Day. Sign up for an event via the link below now!
Ladies in #willsandprobate, save the date for a fantastic line-up of events from #womeninwills to take us into Spring 2025! We have some great online sessions for you all, including; 'Family secrets' from our very own WIW committee members Claire L. Miller ACILEX (she loves a mystery!), and Pippa Shepherd from our WIW sponsor arken.legal A webinar on will bank GDPR and maximising opportunities from me, on behalf of WIW sponsor Estatesearch and an important session on 'Dealing With Grief' by Helen Hinde BA/BSc, hosted by our WIW Chair, Paige Gouldthorpe. And.... our first in-person event of the year in #London celebrating #Internationalwomensday on 6th March. Register your place for a WIW event now at https://lnkd.in/e8bnmyaF and don't miss out! See you in 2025!
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At Estatesearch, we're incredibly proud to have our Financial Institutions relations team working around the clock to build relationships with the financial industry. Ollie and his team are doing an amazing job of highlighting what best practice should look like when it comes to supporting #vulnerablecustomers and helping to bridge the communication gap between #legalservices and #financialservices. Thank you to Helen Pettifer FRSA for taking the time out to join in the conversation.
I recently had the pleasure of sitting down with Helen Pettifer FRSA to discuss her views on #vulnerability and the bereavement journey in the financial services sector. One of the things that resonated with me most during our chat was around giving a 'voice to the voiceless'. A powerful and sobering thought and one which will stay with me as I continue to collaborate with the industry to fight for the best outcomes for deceased customers and their families. Read the full Q&A below. #FinancialServices #BereavementJourney #VulnerableCustomers
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“The Will bank cleansing service provided by Estatesearch is not only a valuable income generating tool for us, but it means we can continue engaging with clients we may not have connected with for a while, which is particularly useful. It also means we are providing a valuable, proactive service where we can really look after our clients. This sets us apart as a firm.” Thank you to Grant Sanders and Jo Osman from Stephen Rimmer LLP who recently gave us some insight into how our Will Bank Management Service is helping them proactively engage with clients. We are so pleased that we could help you with your Will Bank data project 😊 Read the full Case Study here > https://lnkd.in/gS74xEby If you would like to find out how our Will Bank Management Service works, you can request a quick demo with one of our experts here - https://lnkd.in/gdahtgcG
Engaging with Clients Through Will Bank Management - Estatesearch
estatesearch.co.uk
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Thanks Vijay Singh, we love seeing the Estatesearch socks out in the wild! Glad you like them 😊
Swanky Socks! 🧦 Great to see Heidi Jenkins yesterday! Thank you for an informative meeting and the added bonus of chocolates AND these awesome socks!!!! 👍🏾🧦🎉🎅🎄 #thomasflavell #swankysocks #earlyxmas #estatesearch #privateclient #lawyerfashion
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Foot Anstey, one of our valued clients, is known for expertly handling complex estate administration for high net worth individuals. In our latest case study, Shaun Thomas discusses how he uncovered a £25 million account held in a UK bank. With his guidance, the family successfully saved approximately £4 million in inheritance tax (IHT). With over 40 jurisdictions under his belt, Shaun’s experience has been pivotal in navigating complex cross-border estates. Read the full case study to learn more about how Shaun and the Foot Anstey team achieve exceptional results > https://lnkd.in/eXdeS62C #HighNetWorth #AssetDiscovery
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Client feedback speaks volumes📣 Below are testimonials that highlight the trust we've built with our clients! #YourVoice
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