Services
Estatesearch Portal
Introducing our secure on-line portal giving you simple and efficient access to a growing number of services including our award-winning Asset search, the Financial Profile Service. All in one place, all on one invoice for greater efficiency.
- Impressively simple
- Elegantly efficient
- No registration or subscription fees
Asset Searches
Financial Profile Service
An effective and efficient asset search to support essential due diligence for Executors
- Notification to 100's Organizations
- Demonstrable due diligence in the form of a report for audit purposes
- Mitigation against the risk of missed estate assets
Digital Assets Bolt-On
Available to order alongside our Financial Profile Search, the Digital Assets Bolt-On supports your processes and extends your audit trail to include accounts which may be only accessible online.
- Cryptocurrency
- Online Gambling
- Digital Banks, Online Payments & Investments
Insurance & Sureties
Estate Insurance and Surety Bonds
Providing an innovative range of insurance services to help estate professionals navigate the complexities of estate administration.
- Estate Administration Bond
- Foreign Executor & Guardianship Bond
- Lost Instrument Bond
Other Services
Will Data Management Service
Ensure your Will data is clean and compliant with our screening, cleansing and notification services.
- Check the overall health of the data on file
- Rectify address anomalies and identify deceased subjects
- Ongoing notification to inform you of future changes