Will Data Management Service

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Will Data Management Service provides a solution to maintaining the integrity and compliance of your Will Data.
Ensure your Will data is clean and compliant with our screening, cleansing and notification services.
POA
  • Check the overall health of the data on file
  • Rectify address anomalies and identify deceased subjects
  • Ongoing notification to inform you of future changes

Keeping client data up to date is an important part of your data protection compliance processes. Unless you are regularly cleansing your Will data, you could be in a situation where you’re potentially in breach of data processing laws. Providers of professional services are generally considered to be ‘data controllers’, gathering and storing a client’s personal information in order to provide them with a service.

If your firm provides Will Writing and storage services, it is very likely that you hold large databases of client data, enabling you to periodically contact them to review their Wills and update them based on changes to circumstances.

  • Helps to meet regulatory requirements
  • Reduces overheads & administration time associated administration time associated with 'return to senders' and ad hoc database management/maintenance
  • Enables you to remove deceased/invalid Wills, thereby reducing off site storage costs
  • Identifies existing/former clients whose circumstances have changed, giving you a legitimate reason to contact them.
Our 3-phase approach
Screening

The screening phase provides an initial health check of your testator database, allowing you to see the percentage of out-of-data records and review next steps

Cleansing 

Identification of deceased subjects and rectification of incorrect addresses. The cleansing phase will also highlight unmatched records which may require further review

Notification

Ongoing monitoring including notification of ‘life events’ which may impact your files



Contact us to discuss your requirements and to receive a quote for our Will Data Management Services
  • "Estatesearch is easy to use and provides definite results. Customer support is second to none."
    Andrea Hogan, Law Clerk, Tupman & Bloom LLP
  • "The team at Estatesearch are great to work with. As a law clerk handling multiple estate administration files, having the ability to utilize Estatesearch to reach out to 160+ financial institutions and pension funds to determine if a deceased held a profile with them, allows me to focus on other aspects of the file without having to write 160+ letters. Once the Estatesearch report is generated, it allows me to narrow the search for assets and write to those institutions who have a customer profile.
    Jennifer Campbell, Law Clerk, Fasken LLP
  • "Estatesearch provides an invaluable tool to assist Executors and law offices in collecting very important information about the estate. It has grown significantly in a short period of time and I feel like I am leaving clients in very competent hands when I recommend Estatesearch."
    Nicole Brion, Law Clerk, Hull & Hull
  • "Great option overall to serve my client's needs, but more important is the level of customer service and attention to all my needs I receive regularly from the team at Estatesearch."
    Rami Aziz, Wills, Trusts & Estates Lawyer, Nanda & Associate Lawyers
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416-640-7129
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