Frequently Asked Questions

1. Who are you instructed by?+

We are directly instructed by solicitors and probate practitioners who are looking to streamline their probate administration services using our search service. Each solicitor/probate practitioner requests us on a case by case basis to undertake a search and complete their due diligence for probate administration.

Although our service searches for accounts in the names of members of the public, we are not instructed by them but the solicitor working on their behalf.

2. What information do you require for a search?+

The majority of the details in our search (such as name and address) will already be provided by the solicitor.

On your side, the only details we will need to know about each search is whether you have found a policy/account for the named individual across your systems. We do not need to know the account type or amount of money held in the account, simply whether one exists or not.

3. How do I respond to a search request?+

You can respond to our search request either via email or letter, although the former makes for a quicker and more streamlined process. All we need to know in your response is the individual reference number for each case and a yes/no answer as to whether you have found an account/policy. Reference numbers are crucial as they are the only way we can track the status of a particular case.

We would prefer your responses to be sent in separate emails if possible, making the administration process at our end much more fluid. We’ll provide a template for you to reply with in our instruction letter, which is sent out with every case.

4. How many searches will I receive?+

Our searches are commissioned on a case by case basis, meaning that search volumes can vary month on month according to the activity of each solicitor.

If you are a bank or building society with multiple fixed addresses, we have made our searching system more specific by implementing ‘Geofencing’. This will allow us to limit client searches within a 25 mile radius by prioritising their search according to location. This is a win-win situation, meaning that solicitors will only be investigating relevant client accounts and you will not be inundated with search requests.

5. How do you meet data protection requirements?+

We take data protection very seriously, and will always ensure every element of our business meets data protection requirements. Because all of our cases are dealing with the estate of a person who is deceased and do not ask for details of the amount of money held in any policy/account, data protection restrictions do not apply.

We have also ensured that we are registered with the Commissioner of Information, meaning that all of our data-related activities are strictly regulated.

For more information about the steps we have taken to meet data protection laws, visit our dedicated Data Protection page.

If we can’t answer your question here, email us at support@inheritancedata.com.