Screening. Cleansing. Notifications.
Will Bank Management Services from Estatesearch
We estimate that up to 14% of a law firm's Will Bank could be out of date. That's a lot of work that you could be missing out on.
Not maintaining the accuracy of your WIll Bank data could also lead to a situation where you’re in breach of GDPR.
Our 3-phase Will Bank Management Service provides a solution to maintaining the integrity and compliance of your Will Bank Data.
Register your interest and we'll be in touch to explain how it works.
Register your interest
“As a national law firm operating multiple offices, we have a vast range of data obtained from different practices which can be of varying format and quality. We recently identified a pilot project using data from one of our offices with the aim of better understanding our client base. Working with Estatesearch we were able to quickly and easily screen the data to understand the potential issues and create a business case for cleaning our data.
The Estatesearch service yielded extremely helpful data allowing us to quantify clients who had deceased or changed address, and provided a confidence score for those residing at the known address which allowed us to tailor our approach to clients. I would happily recommend the Estatesearch Will Bank Cleansing tools and look forward to working with them on our next project.”
Dean Miller, Records Governance Manager, Shakespeare Martineau