The Inheritance Data service is billed at a fixed fee per search to Executors and Probate Professionals. Please contact us for more information.
Click the Blue “Register” button on the Home Page – registration is free. We will then do the necessary checks to enable you access.
All searches are submitted via your individual online portal. All you need to do is log in to your account to start a new client search. Each individual case must be filled out in a new search request form to allow us to process them correctly. You must make sure you click the ‘Submit Search’ button after filling in the form to send off a search.
We will need to know information such as the deceased’s name, date of birth, date of death and last known address. A National Insurance number can also be a helpful detail. A full list of required details can be found on our online search form.
You have two options to choose from when paying for a search.
1, Using a credit/debit card (if you hold a company card), for an instant payment.
2, Click “request an invoice” – this will generate an invoice once the search has been submitted. The invoice will be sent to the email address you sign in with.
* Please note that an unpaid search will stay as a “pending search” until payment is received.
You can perform as many searches as you need!
Our fees are charged on a case by case basis with no maximum search limit.
Once a search has been completed, you will be issued a thorough report which covers which institutions have been searched and whether a match has been found. Reports can be accessed through our secure online solicitor portal.
We take data protection very seriously, and will always ensure all elements of our business meet data protection requirements. The only information we will share with financial institutions about your clients is the information you provide in the search request form. This data is solely used to perform a search into whether a financial account exists; we will never know any details about the account type or amount of money held.
For more information about how we meet data protection requirements, visit our dedicated Data Security page.
We are directly instructed by solicitors and probate practitioners who are looking to streamline their probate administration services using our search service. Each solicitor/probate practitioner requests us on a case by case basis to undertake a search and complete their due diligence for probate administration.
Although our service searches for accounts in the names of members of the public, we are not instructed by them but the solicitor working on their behalf.
The majority of the details in our search (such as name and address) will already be provided by the solicitor.
On your side, the only details we will need to know about each search is whether you have found a policy/account for the named individual across your systems. We do not need to know the account type or amount of money held in the account, simply whether one exists or not.
You can respond to our search request either via email or letter, although the former makes for a quicker and more streamlined process. All we need to know in your response is the individual reference number for each case and a yes/no answer as to whether you have found an account/policy. Reference numbers are crucial as they are the only way we can track the status of a particular case.
We would prefer your responses to be sent in separate emails if possible, making the administration process at our end much more fluid. We’ll provide a template for you to reply with in our instruction letter, which is sent out with every case.
Our searches are commissioned on a case by case basis, meaning that search volumes can vary month on month according to the activity of each solicitor.
If you are a bank or building society with multiple fixed addresses, we have made our searching system more specific by implementing ‘Geofencing’. This will allow us to limit client searches within a 25 mile radius by prioritising their search according to location. This is a win-win situation, meaning that solicitors will only be investigating relevant client accounts and you will not be inundated with search requests.
We take data protection very seriously, and will always ensure every element of our business meets data protection requirements. Because all of our cases are dealing with the estate of a person who is deceased and do not ask for details of the amount of money held in any policy/account, data protection restrictions do not apply.
We have also ensured that we are registered with the Commissioner of Information, meaning that all of our data-related activities are strictly regulated.
For more information about the steps we have taken to meet data protection laws, visit our dedicated Data Protection page.