
Estatesearch
@Estaterisq
Followers
351
Following
50
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98
Statuses
256
Helping Executors, Administrators, Deputies & Attorneys simplify and improve the management of probate, estate administration and court of protection matters.
London, England
Joined July 2017
Managing estates for High Net Worth individuals comes with complexities. Diverse portfolios increase the risk of identifying a client’s full financial footprint. Our HNW search expands to 115 additional institutions, enabling you to manage these estates with confidence. #Probate
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Our Will Bank Management Service aims to give you insight into your data allowing you to stay connected with your customer base and identify opportunities for revenue growth from existing clients. Register your interest here - https://t.co/TNlX55C1Qs
#CleanData #PrivateClient
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There’s a long list of people you need to inform when you move house. Your bank, utilities providers, local authorities etc. Where does ‘your solicitor’ come in the list? Get a free screen of your will bank data! Learn more here> https://t.co/kBScAOnZxM
#WillsAndProbate
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Optimise your Will Bank in just 3 easy steps. Screening. Cleansing. Notification. Book a demo to find out more here > https://t.co/x1Nq5ifBg2
#WillsAndProbate #PrivateClient
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Did you know a whopping 65% of a company's business comes from existing clients. Read our new article where we explore maximising your Will Bank data and potential pipeline of work from existing customers. Read here > https://t.co/KBAe4LKO6e
#WillsAndProbate #Wills
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Keep things clean and tidy with Will Bank Management Services from Estatesearch! Learn more about our Will Bank Management Service here > https://t.co/Yinc6NkHyf
#WillsAndProbate #CleanData #PrivateClient
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If you’re not regularly cleaning your data then you could be sitting on hundreds of incorrect and out-of-date records.That’s why we’ve developed our Will Bank Management Service. Learn more about our 3-phase approach here> https://t.co/rxjy29MkHM
#WillsAndProbate #PrivateClient
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From our team to yours, we wish you a very happy #Easter. Our offices are closed for Good Friday and Easter Monday, but will reopen on Tuesday 2nd April at 9am. We hope you all have a lovely bank holiday weekend.🐰🐣🍫
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Want to turn your Will Searching capabilities up to max? Read all about our brand new #WillSearch here. > https://t.co/MYlCKlPkfm
#Privateclient #DueDiligence
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Want to boost your #WillSearch power? Ask your Estatesearch account manager about our new Will Search today or request more information here. > https://t.co/c0X5y0CWF7
#PrivateClient #DueDiligence
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Want a #WillSearch that offers greater flexibility, more robust searching criteria and better cost efficiency? Ask your Estatesearch account manager about our new Will Search today or request more information here. > https://t.co/HpvnS5rgc8
#PrivateClient #DueDiligence
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Yes we’re a bit biased, but we totally agree with you Elisabeth, our Customer Care team are awesome! Want to simplify your own #DueDiligence processes? Get in touch for a demo of our Portal today! https://t.co/BTzRPCsZjC
#EstateAdministration #Probate #PrivateClient
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We love hearing this kind of feedback. It sums up why we do what we do! Thanks Kate! If you would like access to our Services, it’s really easy. Just register for our portal and we’ll set you up! https://t.co/ZYSCykd2kM
#EstateAdministration #PrivateClient #DueDiligence
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Access to all the tools you need in one place including our award-winning Financial Profile Service. Our portal is free to use with no hidden subscription fees. Register and take a look for yourself! https://t.co/9ehKkXiwta
#EstateAdministration #PrivateClient #DueDiligence
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In a recent customer survey, we discovered that only 50% of practitioners have a defined policy for the process of identifying estate assets. We're here to support your processes whilst helping you to mitigate any potential risk. Book a demo here > https://t.co/k4K5HENbVL
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93% of clients say that our #AssetSearch adds value to their services. What’s more, 70% say that the search has helped them identify assets they weren’t aware of. Find out more about our award winning Financial Profile Service here - https://t.co/GCMpkf0rMa
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There's an estimated £200B tied up in lost, dormant, or inactive accounts, shareholdings, savings schemes & pensions in the UK. With statistics like that #riskmitigation is key. Find out more about the Missing Billions in our free knowledge session - https://t.co/RkZWxEhW5m
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Access everything you need to simplify estate #duediligence in one place. Simply register for account on our #Probate Portal. There’s no registration or subscription fees, you only pay for the services you need when you need them. https://t.co/vhCHyUrl2F
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It's the perfect time to look at ways to set your law firm up for success. We've found that on average clients using our #probate portal save on average 25 minutes per matter. Simply register for an account and see for yourself how easy it is. https://t.co/B7t4vXhLjh
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