Expert probate genealogy firm Anglia Research has entered into an exciting strategic partnership with Estatesearch, the UK’s leading provider of financial asset and liability searches.
The partnership enables Anglia Research to introduce its legal firm partners to a dedicated online portal giving them access to key financial asset and liability searches as well as other selected services. The key purpose is a simple one – to assist probate practitioners effectively manage and administer an estate.
Conducting a financial asset and liabilities search on every estate being administered is considered best practice in the industry; the Estatesearch Financial Profile searches provide peace of mind by scanning extensive electronic financial records and directly notifying hundreds of financial institutions in the UK.
Each search conducted generates a comprehensive report, providing a full paper trail for case audit purposes. By automating the asset discovery process, this allows legal professionals to build a better understanding of their client’s financial affairs more efficiently, saving that key component of time.
In addition, for Court of Protection cases, financial asset searches can be undertaken on a living person for Statutory Will purposes.
In support of the partnership launch, Anglia Research is offering access to the searches at a special introductory rate. Please contact Anglia Research direct to find out more.
Details on registering for access to the portal can be found on Anglia Research’s recently updated Financial Asset Searches web page. This new proposition now sits alongside the other key genealogy services offered including finding missing beneficiaries, family tree verification, statutory will research, and access to missing beneficiary insurance.
Anglia Research’s Executive Director Philip Turvey commented:
“We are absolutely delighted to have reached an agreement to work in partnership with Estatesearch. Their expertise in this area is obvious, and they have the technology to match. Lastly, their company values closely align our own and we look forward to working closely with the team there.”
Estatesearch Director Ben Furlong said:
“We are excited to be working in partnership with Anglia Research, providing wider access for Executors, Deputies and Attorneys in identifying accounts in Deceased Estates or those lacking Mental Capacity.”
For more information on Anglia Research, please visit their website: www.angliaresearch.co.uk or contact them at [email protected]
This article was submitted to be published by Anglia Research as part of their advertising agreement with Today’s Wills and Probate. The views expressed in this article are those of the submitter and not those of Today’s Wills and Probate.