The Estate Registry: Transforming Estate Management with Cloud-Based Solutions

Estate management has long been a complex and time-consuming process, requiring careful coordination between financial advisers, legal professionals, and beneficiaries. The Estate Registry is revolutionising this space with cloud-based solutions designed to simplify estate planning, probate, and inheritance management. Serving professionals across the U.S., Canada, and the U.K., we provide a seamless, secure, and efficient way to manage inter-generational wealth transitions.

At The Estate Registry, we offer three products to address various estate management needs.

NotifyNOW is designed to ease the burden of notifying financial institutions, government agencies, and service providers when an individual passes away. By providing a structured, efficient way for estate executors and administrators to manage notifications and final arrangements, NotifyNOW simplifies estate administration. Automated notifications instantly inform banks, credit bureaus, pension providers, and utility companies, reducing the manual workload of estate administrators. Status tracking allows users to monitor confirmation of account closures and transfers in real time. Compliance support ensures that all necessary parties are legally informed, preventing fraudulent account activities. By saving time and reducing administrative burdens, NotifyNOW allows estate executors to focus on beneficiaries and legal matters while ensuring a smooth, stress-free transition for families and professionals.

With the recent launch of InheritNOW in the U.K., beneficiaries can now access a portion of their inheritance quickly, without waiting months or even years for probate to be finalised. This inheritance advance provides much-needed financial relief during what is often a difficult time. As repayments come directly from the estate rather than the individual, beneficiaries are not personally responsible for repayment. The streamlined approval process ensures funds can be accessed in just a few days, helping beneficiaries  cover urgent expenses or make financial decisions without unnecessary delays. InheritNOW is structured to ensure fairness and transparency, making it an essential tool for estate planners and legal professionals handling probate cases in the U.K.

LegacyNOW is an estate lifecycle management platform designed to help individuals and families organise and securely store key estate planning documents. With secure digital storage and controlled access for trusted professionals and family members, LegacyNOW supports proactive estate planning. Automated alerts and updates help ensure documents remain current. While not yet available in the U.K., this platform is shaping the future of estate planning by making the process more streamlined and accessible.

At The Estate Registry, we combine industry expertise with cutting-edge technology to offer solutions that bring efficiency, security, and peace of mind to estate management. Whether you are a financial adviser, funeral professional, estate planner, or probate solicitor, our tools provide the support needed to manage estates more effectively. By simplifying the complexities of estate transitions, The Estate Registry ensures that individuals and organisations can navigate these processes with confidence and ease. Contact us today to learn how The Estate Registry can support your estate planning and administration needs.

 

The Estate Registry provides professionals with cloud-based tools to streamline estate management and probate administration. Our solutions simplify wealth transitions, ensuring efficiency and security. Learn more at www.estate-registry.com or contact us at [email protected] | +44 (0)1234 567890.

 

This article was posted on behalf of the sponsor.


Driving the digital future of estate management

About The Estate Registry

The Estate Registry is a true pioneer of estate management services, providing cloud-based tools and services for inter-generational estate management. We use the term ‘pioneer’ deliberately, since we have quite literally been immersed in the subject for 25 years or more.

The organisation was created by a team of professionals with decades of service experience, supporting other professionals, organisations and individuals throughout the United States, Canada, and the United Kingdom. The team recognised the challenges of estate management after a death and established The Estate Registry to provide individuals and organisations with a range of services to automate, simplify and accelerate the transition of assets to beneficiaries.

Our services

The Estate Registry delivers a suite of services to support lawyers, solicitors, accountants, Trust companies, financial services and utilities firms, and indeed all companies and personal representatives of estates and other intermediaries in delivering the best advice and support to their clients.

First among these services is NotifyNOW, a digital notification service for the bereaved (or the representatives of a deceased) to notify creditors of the death of one of their customers. Already award winning, the ambition over time is for NotifyNOW to become the single route for the bereaved and/or their representatives to inform ALL creditors of an individual’s death.

In the future will also be launching InheritNOW, a range of financial services products that help beneficiaries (and/or the professional representatives of an estate) to cover the expenses of a death or to receive their inheritance funds prior to probate being granted. InheritNOW will be launched to the intermediary community and direct to customers. In terms of future development, we will also be launching our LegacyNOW digital vault product in the UK which  is a digital estate lifecycle-management suite to help navigate the estate process.

What makes us different?

We are committed to continuous digital innovation and seek to develop digital solutions that enhance the lives of lawyers, their clients and families. So it’s not one single service or product that sets us apart, but rather the sum of the parts, and the inter-relation of services that makes us different. We also have significant financial backing and a proven track record, which enables us to invest in future product development with an agility that others will find difficult to match.

Our UK Awards

Technology Development Award for NotifyNow – British Credit Awards 2024

Best Use of Technology Award for E.ON using NotifyNOW - Vulnerability Awareness Awards 2023

Innovation Award for NotifyNow – Credit Services Association Awards 2023

For more information, please contact

Sales: Name: Luke Cheadle Tel: 07841 042 369 Email: [email protected]


Probate Industry Awards features on Bdaily News, announcing Kate Garraway as host for 2024

The Probate Industry Awards has featured on Bdaily News once again, featuring our exciting line-up on announcements for the 2024 awards, including the announcement of our esteemed celebrity host, Kate Garraway.

Read the full article on Bdaily News here.

Kate Garraway is set to host the sixth annual Probate Industry Awards, affectionately known as ‘The Probies’, on 18TH April 2024, in London. These awards celebrate excellence in various aspects of the probate industry, including forensic genealogy, probate law, and related services. The event will introduce new categories such as best probate lawyer, estate planning team, and technology provider. Attendance and participation have seen a significant increase from the previous year.

The Probies are renowned for highlighting touching human interest stories related to inheritance, family dynamics, and societal issues. This year, the focus will be on recognising the efforts of legal professionals and heir hunters who have assisted local authorities, often dealing with a large number of probate cases.

The event will be hosted by esteemed broadcaster Kate Garraway, known for her extensive career in British broadcasting. Geoffrey Odds of the International Association of Professional Probate Researchers and Genealogists (IAPPR) emphasises the importance of the Probies in shedding light on the diverse aspects of the probate industry.

Sponsored by Probate.Auction and Finders International, the Probies were created to acknowledge excellence in the field and to showcase stories that contribute to public understanding of probate-related matters. David Stoch, founder of Meerkat PR and creator of the Probies, highlights the initiative’s impact in raising awareness about this often-overlooked aspect of the legal industry. 

The Probate Industry Awards, known as ‘The Probies’ and founded by Meerkat PR, is an awards ceremony dedicated to recognising and celebrating those working within the Probate Industry. For any enquiries, please contact the team at [email protected]


Kate Garraway Announced as Probies Host for 2024 Ceremony

The Probate Industry Awards is delighted to announce the much-loved broadcaster and journalist Kate Garraway will be the host for the upcoming 2024 ceremony. The Awards, set to take place on the 18th April 2024, will see Kate Garraway lend her unique brand of charisma and warmth to an evening dedicated to honouring excellence within the probate industry.

With more than thirty years in the media, Kate’s extensive and illustrious career in television and radio, coupled with her dynamic presence as a journalist, has showcased her talents across the various platforms we have become accustomed to. Kate has become an integral part of the British broadcasting landscape from her early days at ITV News Central to her roles at ITV News Meridian, the BBC 24-hour News Channel, and Sky News Sunrise. Her transition to morning television, hosting GMTV and later becoming one of the main hosts on Good Morning Britain, solidifies her status as a trusted and beloved figurehead in the media.

Having accepted to host the Probies initially in 2023, Kate’s remarkable career history and distinctive ability to host and connect with her audience brand her as an exceptional choice to lead the Awards this year, and we are honoured to be able to announce her participation.

The Probate Industry Awards 2024 promises to be a once again sold-out night of glamour and celebration – a fitting tribute to the incredible achievements of the legal maestros, researchers, and vital industry allies with whom we acknowledge and stand by. We anticipate the return of familiar faces and the warm welcome of new ones as we persist in honouring excellence within the ever-evolving landscape of probate. 

The Probate Industry Awards, known as ‘The Probies’ and founded by Meerkat PR, is an awards ceremony dedicated to recognising and celebrating those working within the Probate Industry. For any enquiries, please contact the team at [email protected]


2023 AWARDS

BEST PROBATE LAW FIRM
Small Firm


WINNER
Laurelo Ltd

HIGHLY COMMENDED
Merali Beedle


YOUNG WILLS & PROBATE PROFESSIONAL


WINNER
Russell Kaminski – JMW Solicitors LLP

HIGHLY COMMENDED
Diva Shah – Kingsley Napley LLP


BEST DEPUTYSHIP FIRM


WINNER
Brachers LLP

HIGHLY COMMENDED
Owl Guardian Services Ltd


BEST INTERNATIONAL PROBATE RESEARCHER OF THE YEAR


WINNER
Max Bloch – Genealogist, ADD HOLSTEIN Erbenermittlung GmbH

HIGHLY COMMENDED
Claire Ammon – Certified Genealogist, AGHS American Global Heir Search

BEST PROBATE LAW FIRM
Medium Firm


WINNER
Wilson Browne Solicitors

HIGHLY COMMENDED
Martin Tolhurst Solicitors


BEST WILL WRITING FIRM


WINNER
JP Estate Planning Ltd

HIGHLY COMMENDED
Wills & Legal Services Ltd


BEST PROBATE RESEARCH PARALEGAL


WINNER
Hayley Seager – Finders Ireland

HIGHLY COMMENDED
David Moakes – Finders International


BEST HUMAN INTEREST STORY


WINNER
STORY FROM:
Klaas Zondervan, Esq. – Tracers International (The Netherlands)


BEST LEGAL INDUSTRY SERVICE PROVIDER


WINNER
You Spot Property

HIGHLY COMMENDED
Estatesearch Limited


BEST UK PROBATE RESEARCH FIRM


WINNER
Finders International

HIGHLY COMMENDED
Pro-Gen Research Limited

BEST PROBATE LAW FIRM
Large Firm


WINNER
Ramsdens Solicitors

HIGHLY COMMENDED
Thomson Snell & Passmore


BEST PROPERTY CLEARANCE FIRM


WINNER
Cullens Clearances Ltd

HIGHLY COMMENDED
Just Clear


THE UNSUNG HERO AWARD


WINNER
Lucy Cresswell – Paralegal, JMW Solicitors LLP

HIGHLY COMMENDED
Shaun Turbett – Operation Manager – Cullens Clearances Ltd


OUTSTANDING ACHIEVEMENT IN INTERNATIONAL PROBATE RESEARCH


WINNER
Jan-Mathis Holstein – Managing Director, ADD HOLSTEIN Erbenermittlung GmbH

HIGHLY COMMENDED
An Stofferis –  International Genealogy Services Belgium


DS Researchers: Proud Sponsor of the 'Best Deputyship Firm' Award Category at the UK Probate Research Awards

As one of the leading Probate Research firms in the UK and internationally, DS Researchers is thrilled to be sponsoring the 'Best Deputyship Firm' award category at this year's UK Probate Research Awards. This is our first time participating in the ‘Probies’, and we are honoured to be involved in recognizing the important work of the deputyship firms across the country.

Deputyship work is a critical part of the legal industry that often goes unrecognised. These firms play a crucial role in helping those who are unable to manage their financial affairs and personal welfare due to physical or mental incapacity. It is a challenging area of law that requires a high degree of expertise, empathy, and dedication.

At DS Researchers, we understand the importance of this work and the value it brings to individuals and families who are facing difficult circumstances. We are proud to be associated with the firms that have been nominated in this category, and we wish them all the best of luck.

We are also delighted to have our own Richard Eglan nominated in one of the categories. Richard is an integral part of our team, and we are thrilled that his contributions have been recognized. He will be announcing the winner of the 'Best Deputyship Firm' award on-stage on the night and is excited to be doing so.

As a sponsor, we are committed to promoting excellence in the legal industry and recognize the significant contribution made by the finalists in this category. We believe that recognizing their hard work and dedication will encourage others to continue to provide the highest levels of service to their clients.

In conclusion, we would like to express our heartfelt congratulations to all the finalists of the 'Best Deputyship Firm' award category. Your commitment to excellence is a testament to the values of the legal profession, and we are proud to be associated with you. We look forward to celebrating your achievements on the night!

 

DS Researchers find heirs & distribute assets to their rightful next of kin. To read more, please visit our website at: https://www.dsresearchers.co.uk/. Alternatively, you can contact us at: [email protected] or phone us on: +44 (0)1482 658635.

This article has been posted on behalf of DS Researchers.


Finders International honoured to be a part of the 5th Probate Research Awards 2023

Finders International is delighted to announce that we have been shortlisted for a number of awards at the for the Probate Research Awards, including Best UK Probate Research Firm. This recognition is a testament to our commitment to providing exceptional probate research services to our clients.

In addition to being shortlisted for the award, Finders International is proud to sponsor the Outstanding Achievement in International Probate Research category at this year's event. As a leading provider of probate research services, we believe in supporting the development of the industry and recognising the outstanding work of our colleagues and peers.

The Outstanding Achievement in International Probate Research award recognizes the exceptional performance, innovation, and professionalism of probate research firms operating internationally. We understand the challenges involved in conducting probate research across different jurisdictions, and we believe that this award is a vital platform for promoting best practices and recognizing outstanding achievements in this field.

At Finders International, we have a team of experienced probate researchers who have worked on cases in numerous countries around the world. We understand the complexities involved in conducting research across different legal systems, cultures, and languages. We believe that our international experience and expertise enable us to provide the highest standard of probate research services to our clients. We are honoured to be shortlisted for the Best UK Probate Research Firm award and to sponsor the Outstanding Achievement in International Probate Research category at this year's Probate Research Awards. We believe that these awards are an important platform for promoting best practices and raising awareness of the challenges involved in conducting probate research.

Danny Curran, Managing Director of Finders International comments, “These nominations are a testament to the hard work and dedication of our team, who strive to provide the highest standard of probate research services to our clients. We are proud to be part of an industry that plays a crucial role in helping families and individuals access their rightful inheritance, and we look forward to celebrating the achievements of our colleagues and peers at the event."

We would like to extend our congratulations to all of the short listers and wish them the best of luck. We look forward to celebrating the achievements of the probate research industry at the event on the 20th April.

 

Finders International is a leading probate research firm who tracing heirs to estates, property and assets. Our expert genealogists and probate researchers have worked on cases around the world, providing accurate and reliable research, excellent customer service, and a deep understanding of the complexities involved in probate research. For more information, please visit our website: www.findersinternational.co.uk.

This article has been posted on behalf of Finders International.


The Regulatory Body for Probate Genealogy Services sponsors the Probate Research Awards

The International Association of Professional Probate Researchers (IAPPR) is thrilled to announce our sponsorship of the International Probate Researcher of the Year award at the upcoming UK Probate Research Awards.

As an organisation dedicated to promoting the highest standards of professional probate research, it is our honour to recognize and celebrate the achievements of the most outstanding researchers in the industry. The International Probate Researcher of the Year award recognizes excellence in probate research on a global scale, highlighting the invaluable contributions of probate researchers in identifying heirs and beneficiaries, locating missing heirs, and uncovering genealogical information.

At IAPPR, we are committed to promoting professional development, sharing best practices, and encouraging collaboration among our members. We believe that by recognizing and supporting excellence in our field, we can continue to advance the probate research industry and provide the highest level of service to our clients.

We encourage all members of the probate research industry, including genealogists, lawyers, and forensic researchers to participate in the UK Probate Research Awards. By celebrating the achievements of our colleagues, we can strengthen our industry, enhance our professionalism, and promote the highest ethical standards.

We look forward to the awards taking place at One Great George Street on the 20th April and wish all nominees that very best of luck.

If you would like to contact the IAPPR for any information or advice, visit www.IAPPR.org or contact +44 (0)20 3859 4426 or [email protected].

This article has been posted on behalf of IAPPR.


2022 Awards

BEST PROBATE LAW FIRM
North England


WINNER
Ramsdens Solicitors LLP

HIGHLY COMMENDED
Harrison Drury & Co Ltd.


YOUNG WILLS & PROBATE PROFESSIONAL


WINNER
Michael Robinson
Ramsdens Solicitors LLP

HIGHLY COMMENDED
Sophie Wallace
Brachers LLP


BEST HUMAN INTEREST STORY


WINNER
Benjamin Ratz & Paul Ratz
GEN Poland


BEST INTERNATIONAL PROBATE RESEARCHER OF THE YEAR


WINNER
Nuno Fernandes
ADD Associes

HIGHLY COMMENDED
Hayley Seager
Finders Ireland


THE UNSUNG HERO AWARD


WINNER
Debbie Webster
Martin Tolhurst

HIGHLY COMMENDED
Lorna Fleming
Finders Ireland

BEST PROBATE LAW FIRM
London & South-East


WINNER
Thomson Snell & Passmore

HIGHLY COMMENDED
Martin Tolhurst Solicitors
&
Osbornes Law


BEST PROPERTY CLEARANCE FIRM


WINNER
Just Clear

HIGHLY COMMENDED
Cullens Clearances Ltd
&
Clearance Grafters


BEST PROBATE RESEARCH PARALEGAL


WINNER
Adam Dean
Finders International

HIGHLY COMMENDED
Amy-Louise Moyes
Finders International


BEST PRIVATE DEPUTYSHIP FIRM


WINNER
Owl Guardian Services Ltd.

HIGHLY COMMENDED
Bennett & Brown Deputyship Services


BEST UK PROBATE RESEARCH FIRM


WINNER
Finders International

HIGHLY COMMENDED
Pro-Gen Research

BEST PROBATE LAW FIRM
South England


WINNER
Co-op Legal Services

HIGHLY COMMENDED
Dean Wilson LLP


*NEW AWARD*
BEST WILL WRITING FIRM


WINNER
Wills & Legal Services Ltd

HIGHLY COMMENDED
Farewill


BEST PROBATE RESEARCH INSURANCE FIRM


WINNER
AVIVA Insurances


OUTSTANDING ACHIEVEMENT IN INTERNATIONAL PROBATE RESEARCH


WINNER
Graeme Haigh
GraJohn Genealogical Services
(Australia)

HIGHLY COMMENDED
Ryan Gregory
Finders International(UK)


THE UK PROBATE RESEARCH AWARDS 2022: LIVE STREAM

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