Sponsors

Property Solutions Group is a single source of property services for legal professionals. Our sensitive and professional end-to-end service can help manage any aspect of property left vacant by the passing of the owner or where a home needs to be sold to pay for assisted living or specialist care for the owner.

Whether its unoccupied property insurance, thoughtful house clearing, support with the property sale, maintenance or even finance to support the Executor process; our suite of services make the difference to the overall client experience, keep costs from spiralling and take the stress out of the process for you.

We have the expertise, knowledge, contacts and resources to solve problems quickly and cost effectively without you taking time out of the office or wasting time locating relevant suppliers.

The way we do business really matters…

We build relationships with our customers. We want to be on hand whenever a property related issue arises – whatever it is!

Everyone at Property Solutions Group is friendly, approachable and passionate about the customer experience. Our service combines experience, expertise, reliability and value to ensure that you and your clients get the very best outcomes from their estate.

“Right from the beginning of the process in obtaining valuations to finding buyers through local estate agents to arranging for properties to be made secure and safe, they make it all happen so smoothly. The team are amazing.” Director | Specialist Lawyers in Wills and Probate

Death is a difficult time for everyone. Sadly, the processes that come with it don’t make it any easier. They can be lengthy, repetitive and complicated. At Exizent we don’t believe it has to be this way. 

Exizent connects the data and services used by legal services firms, institutions, and executors to sort out what’s required to make the journey for the bereaved an easier one. 

Our online platform is digitising the probate process. We’re making it easier for legal services firms and institutions to streamline the administration, so you can get back to what’s important – using your specialist knowledge and working with clients. 

For more information please visit: www.exizent.com

Arken.legal is transforming the estate planning industry with forward thinking digital solutions.  

Built by Lawyers, inspired by technology. Arken’s products help to create efficiencies, speed-up output, drive consistencies across the organisation, carry out marketing, manage risk and streamline data capture processes. 

To date, our cloud-based, cyber security accredited software has helped over 5,800 users create over 7 million Wills. So, you can be confident of an excellent service for both you and your clients.

For more information please visit: www.arken.legal/uk

Institute of Legacy Management (ILM) is the membership body for all those working in legacies, representing hundreds of charities and not-for-profit organisations.

Across the charity sector, legacy professionals are responsible for over £3bn of charitable income each year – income that many charitable organisations rely on for their survival. ILM seeks to ensure that every donor’s charitable legacy achieves its greatest potential, by offering specialist training, qualifications, expert advice and support to legacy professionals working in charities big and small across the UK.

Find out more at legacymanagement.org.uk/ or get in touch by emailing [email protected]

The Law Superstore is the UK’s leading comparison site for legal services. With a panel of solicitors and legal service providers from across the UK, The Law Superstore makes it simple and straightforward for consumers to find and compare over 130 legal services online, including wills and probates, divorces and pre-nuptial agreements.

Consumers can compare by price, location and service ratings left by previous users, bringing transparency to the online legal services sector. Every provider is quality checked, reputable and fully regulated.

The Law Superstore was acquired in 2017 by reallymoving.com, the UK’s leading price comparison site for home-moving services.

For more information please visit: www.thelawsuperstore.co.uk

Just Clear is the UK’s leading clearance service provider with sustainability in mind. With over 42 franchise partner territories, Just Clear is the largest clearance specialist in the UK. With a network of depots across the UK, we offer our clients nationwide coverage, delivered by locally-based franchise owners. This means that our regional branches know their areas well, but also benefit from the backup of our national infrastructure, increased economies of scale and support from in-house experts across finance, HR, QHSE, assets and fleet, marketing and national operations management. Top Rated on Trustpilot, Featured in Forbes, Sunday Times & MailOnline.

For more information please visit: www.just-clear.co.uk

The Institute of Paralegals is a professional membership body that connects individuals with the shared purpose of providing professional legal services.

The Institute is the standard setting body for Paralegals as recognised by the unregulated legal services sector regulator, the PPR. We are the only Paralegal Body that is recognised by the voluntary regulator as having robust professional standards.

Our mission is to set professional standards, provide recognition for paralegals and promote professionalism.  Our purpose is to uphold the highest standards in knowledge, practice and ethics across the paralegal profession and to support individual paralegals in developing the skills and knowledge required to meet these highest standards.

www.theiop.org

Finders International are an award-winning probate genealogy company who trace heirs to estate, property and asset worldwide. We are now in our 25^th year and from our offices in London, Edinburgh, Dublin and Sydney, we are able to provide a comprehensive range of global research and support services; tracing missing/unknown beneficiaries, through to preparing estate distribution schedules and finding missing wills and assets. Finders International is also the founding member of the IAPPR, the International Association of Professional Probate Researchers, which provides regulation and a single authoritative voice for industry professionals, ensuring you are met with a professional efficient service.

For more information please visit: www.findersinternational.co.uk

Pro-Gen Research Limited was established in 2016 by Samantha Kimber, a graduate of the Chartered Institute of Legal Executives, after gaining ten years’ experience in the probate research industry having worked with one of the more well-known probate research companies.

In the six years since its inception, Pro-Gen Research Limited has established relationships with solicitors in over 70 solicitors’ firms who regularly look to us for advice and assistance on various research and tracing requirements including:

• international bankruptcy searches
• tracing missing beneficiaries
• identifying and locating entitled relatives in intestacy cases
• forensic research such as identifying the ultimate beneficiaries of Estates settled decades ago where assets have been located recently.

Pro-Gen Research pride themselves on establishing approachable, friendly and professional relationships with all clients and count many as friends, not just clients. These relationships also extend to various colleagues around the world who provide an added expertise to the research methodology utilized by Pro-Gen Research in being able to provide the results requested by our clients.

In this year’s UK Probate Research Awards we were delighted to be rated as “highly commended” in the category of Best UK Probate Research Firm.

www.pro-gen-research.co.uk

Movewise offers a complete property sales management service to ensure every transaction delivers maximum value with minimum hassle.

Founded in 2018 and initially focusing on individual sales, Movewise now works with corporate clients handling multiple properties, including probate solicitors, charity legacy managers and landlords. Clients benefit from 100% independent property advisors with vast experience in the estate agency industry, together with innovative technology that lets them track each sale, share feedback and arrange additional property services in one place.

Movewise is delighted to support the British Wills & Probate Awards, and looks forward to developing new partnerships with the probate sector.

For more information please visit: www.movewise.co.uk

Inheritance Data is one of the UK’s leading Financial Asset Search providers.

Using a combination of modern technology and traditional searching methods, the Inheritance Data Asset Search provides a comprehensive report of all accounts / policies that are due to an estate prior to distribution.

Contacting over 200 Financial Institutions and their 350 databases, Inheritance Data uncover any type of account whether active, closed or dormant.

Acting on behalf of Probate Professionals, Estate Planners and Will Writers, Inheritance Data have developed a streamlined and easy to use online portal to generate a full report at the click of a button for a fixed cost.

For more information please visit: www.inheritancedata.com or call 01603 673250

The Best Foundation is the UK’s newest, forward-thinking, non-profit organisation for Estate Planning professionals who thrive on digital innovation, superior working practices and client satisfaction. The three key objectives of the Best Foundation are to grow a supportive community, educate the public and promote the estate planning industry. We help our members with any aspect of their business, and we aim to be a champion for professionals in the industry, highlighting and fighting significant problems on their behalf.

For more information please visit:  www.bestfoundation.org.uk   

Tower Street Finance is an FCA regulated provider of innovative products for the probate sector. We help both customers and practitioners who need financial solutions when they’re going through the probate process.

We know that when someone dies, the journey from starting the probate process to distributing an estate can be lengthy, challenging and emotional. Our mission is to help both executors and beneficiaries navigate the financial challenges by creating a range of financial solutions.

Our customer service is rated excellent by Trustpilot and Defaqto rates our short-term probate loan solutions five stars. You’re in safe hands with us.

For more information please visit: www.towerstreetfinance.co.uk

Anglia Research has been providing probate genealogical services to the legal profession for over 40 years and has an enviably high success rate.

Staff training and development is at the heart of our culture, and we are proud to have more accredited genealogists and independently regulated staff than any other UK research company.

We specialise in tracing missing beneficiaries, family tree verification, statutory will research, and providing missing beneficiary insurance.

Our expertise and diligence has led to the successful administration of thousands of estates, whilst also assisting with hundreds of statutory will applications on behalf of Court of Protection practitioners.

 

For more information please visit: www.angliaresearch.co.uk/services

Advanced – Your legal software partner

At Advanced, we provide software powered possibility to grow your business effectively and securely.

More than 1,900 law firms nationwide trust us to power their digital solutions and keep them ahead of the curve to improve client care and compliance, save time and grow your business. Discover how we can help your firm with a host of solutions including Cloud Forms, including digital IHT400 form submissions direct from your case management system; The National Will Register, the UK’s Will registration and Certainty Will Search service; and practice case management systems with a host of integrations to make your workflows as simple and efficient as possible.

For more information please visit: www.oneadvanced.com

Dawsons Auctioneers & Valuers are probate specialists, covering the whole of the UK. Our complete property contents solution for solicitors and executors maximises the value of an estate and covers:

• HMRC compliant probate valuation
• Sale of items at auction 
• Full property clearance

A technology-led auction house combining traditional values and expertise, we connect sellers to buyers globally and ensure the highest possible sale price; we have recently set two world records for items sold at auction. We are customer focused and quick to respond, ensuring clients feel welcome and valued, whilst at the same time delivering the highest possible level of expertise and professional guidance.

For more information please visit: www.dawsonsauctions.co.uk or call 0207 431 9445

WillSuite is a cloud-based legal document drafting software package that boasts a CRM, full case management and an extensive list of features at an industry leading cost. WillSuite is tailored for estate planners, solicitors and will writers and is capable of drafting both simple and complex wills, LPAs, sev forms and more.Running entirely cloud-based with a focus on data security and ease of use, WillSuite puts you in control of every aspect of your business. With a stellar support team, first-class onboarding, incredible training and free monthly webinars, you won’t find a more exceptional software experience anywhere else.

For more information please visit: https://willsuite.co.uk or call 0330 223 0538

Ochresoft’s ‘Intelliworks’ is market-leading case management software, built by lawyers for lawyers, covering all aspects of compliance and risk management.

Ochresoft is the leading CMS provider with the legal and regulatory expertise to ensure that its content-rich workflows are always current and incorporate the latest legal content and best practice standards, delivered in real time. Intelliworks workflows are updated whenever there is a change in law, regulation, or best practice.

Ochresoft is proud to sponsor the ‘Probate Research Firm of the Year’ category at the 2022 British Wills & Probate Awards and wish the best of luck to all entrants!

For more information please visit: www.ochresoft.com

CLS PI is a leading provider of products and services for Legal Indemnities, Fraud Protection checks and Estate Administration matters.

Providing a personal service with expert advice and support from our highly qualified underwriters, business development and client services teams.

We start with our customers experiences and needs, simply identify the pain points then work together to innovate and deliver real value.

Every problem has a solution. You just have to be creative enough to find it.

For more information please visit: www.clspi.co.uk

Taylor Rose MW is a top 60 independent law firm with 1000 experts operating nationwide and is recommended by the Legal 500 UK. In February 2021 Taylor Rose MW unified McMillan Williams Solicitors and Taylor Rose TTKW creating a single trusted brand. Our philosophy is to deliver smart modern law, building trusted relationships with people and organisations to successfully overcome hurdles and challenges in life and in business.

For more information please visit: www.taylor-rose.co.uk

Aon exists to shape decisions for the better — to protect and enrich the lives of people around the world.

We provide our clients with advice and solutions that give them the clarity and confidence to make better decisions to protect and grow their business.

Aon is in the business of better decisions. 

For more information please visit: www.aon.com

Simplifying and accelerating due diligence in estate administration, Estatesearch’s award-winning platform enables private client practitioners to deliver greater value to their clients whilst ensuring they mitigate against risk. Our range of searches and services, accessed from one, technology-driven and efficient portal, transforms processes for thousands of clients all over the UK. It provides simple and efficient access to our award-winning combined Financial Asset & Liability searches, the Financial Profile Service, Will Searches, Gazette Notices, Local Ads, Unoccupied Property Insurance, Bankruptcy Searches; all in one place and all on one invoice for greater efficiency.

For more information please visit: www.estatesearch.co.uk

We are an expert, bespoke lender with over 50 years’ experience in lending. We offer transparent and fair financing options, designed to fund life events. This began with providing funding for Family Law proceedings, and now includes financing specifically designed for the Probate sector. We offer loans to Beneficiaries and Executors, effectively releasing the proceeds of an Estate much earlier than they will otherwise be able to. We promise quality, transparency and speed to make life that bit easier.  We have harnessed technology to ensure efficiency in process, leaving time and space for a personal touch, which we are fiercely passionate about.

For more information please visit: www.ampla.finance/