• March 28, 2024
 92% Report Issues Obtaining Financial Information As Executor Or Deputy

92% Report Issues Obtaining Financial Information As Executor Or Deputy

During our latest webinar we polled all attendees asking them if they ever encountered difficulties when obtaining financial information as an Executor, Deputy or Attorney.

A staggering 92% of respondents confirmed they had at one time or another encountered issues obtaining financial information. With 50% reporting issues occasionally, and 25% reporting they regularly experienced difficulties.

Leaving 17% saying a lack of information or difficulty getting information was rare. The final 8% (the lucky few) reported never having had issues obtaining financial information in respect of an estate.

The poll featured in our ten-minute webinar exploring how practitioners can access and use Credit Data in estate administration or managing property and affairs, which 100% of respondents found useful.

This is the first webinar in our Modern Practitioners Toolkit series, a collection of ten-minute coffee break webinars looking at new and emerging tools available to Executors, Administrators, Deputies & Attorneys.

Over the coming weeks we’ll be looking at Asset Searches, Preventing Fraud & Financial Abuse, and Early Distributions. Each webinar will be available Live and On Demand.

Click here to Register (https://www.estatesearch.co.uk/modern-practitioners-toolkit)

This article was submitted to be published by Estatesearch as part of their advertising agreement with the 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.

Estatesearch

https://www.estatesearch.co.uk/

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Comprehensive, Simple & Efficient Due Diligence.

Estatesearch are pioneers in the legal technology industry driving innovation and technology in the private client sector. By combining high quality data with simple and effective technology Estatesearch are helping practitioners achieve more comprehensive and efficient due diligence in probate, estate administration and court of protection matters. Estatesearch Financial Profile Service Gaining a confident understanding of your clients financial affairs when administering an estate or appointed to manage financial affairs can be complex and time-consuming task. Poor bookkeeping, hoarding, online accounts and paperless billing all contribute to the challenges. Our award winning Financial Profile Service has been launched, in conjunction with global information services company Experian, to support private client professionals needing a comprehensive and efficient understanding of financial affairs. Our process combines real-time access to digital credit records with a wide ranging legal notification to gather the information you need to effectively manage estate assets and liabilities. Estatesearch Digital Dashboard Systems and procedures to support efficient working practices are essential in ensuring legal professions remain competitive and deliver great client value. Working with a variety of third party suppliers we are able to provide quick and simple access to a range of products and services in a single online platform helping you work faster. CPD & Training We are passionate about our work and are happy to provide CPD & training either in-house or online. To find out about the current range of CPD sessions on offer please click here To find out more about our products and services please visit our website www.estatesearch.co.uk or contact our Account Manager Ben Furlong. Key contact: Ben Furlong | Associate Director T: 07849 887 633   E: ben.furlong@estatesearch.co.uk A: 5 Chancery Lane, London, WC2A 1LG W: www.estatesearch.co.uk