Estatesearch are committed to developing innovative technology that helps private client professionals to better support vulnerable clients.

Vulnerability can affect anyone, at any point in their lives, due to personal factors, life events or wider circumstances. Legal professionals play a key role in supporting people at these vulnerable junctures, whether it be a result of bereavement, illness, or loss of mental capacity.

Working closely with professionals, we aim to understand the key challenges faced, bringing data and technology to develop solutions that promote better client outcomes.

Our present range of products and services help professionals to achieve greater efficiency and mitigate risks associated with estate administration or managing financial affairs, including the prevention of fraud or financial abuse.

See our Services page for more information on how we can help, or get in touch using our Contact Us form.

Our team

Jonathan Upton

Jonathan qualified as a Fellow of the Institute of Chartered Accountants in England and Wales in 2002, working first at Arthur Andersen and then Deloitte. He later joined Selwyn Lim the founder of Calnea Analytics, and helped expand the business to become the UK’s largest provider of property market intelligence.

Having personally experienced the difficulties faced by Executors and Beneficiaries when managing an estate, and in particular some of the potential frustration dealing with the banking and the financial sector, Jon felt there was an opportunity for technology led products and services to improve client outcomes. Launching Estatesearch with Tony in 2018,  Jon works closely with financial institutions of all sizes to raise awareness of the challenges faced by professionals and clients alike and to promote engagement with technological solutions to deliver better client outcomes.

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Michael Malloy

Michael joins Estatesearch as a business development professional who consults, designs and implements sophisticated legal practice support solutions for law firms and corporate clients. Mike brings a broad knowledge of the legal technology challenges clients face across a variety of practices, and the advisory experience to help implement innovative solutions and best practices. He has 15 years of experience in the Canadian legal technology and data privacy industry, helping clients put in place industry-leading solutions to efficiently solve problems and drive innovation.

Prior to joining Estatesearch Canada, Mike spent 3 years with FTI Consulting as the Canadian Business Development Director. He helped launch and grow FTI’s Tech Segment in the Canadian legal market.  In addition to this, Mike spent 11 years in business development roles at TransPerfect Legal Solutions, including serving as Director of Business Development overseeing the introduction and expansion of their Canadian legal services practice. He has extensive experience developing relationships with national, regional, and specialized smaller market law firms across Canada.


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Ron Badr

Ron comes to us with many years of sales experience and has spent most of his career working with law firms and legal clients.  He began his career at Teranet spending over 9 years in various roles including support and sales.

For 11 years, Ron was at LexisNexis Canada where he managed key accounts consisting of some of Canada’s largest law firms.

After some time in the commercial real estate technology space, Ron returned to legal tech at Dye & Durham overseeing its growth with Canada’s largest firms and organizations.  Ron has in-depth knowledge and a keen understanding of the Canadian legal business landscape as well as the ability to build new relationships and grow existing ones.

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