Frequently Asked Questions
1. How much does the Inheritance Data service cost?+
The Inheritance Data service is billed at a fixed fee per search to Solicitors and Probate Professionals. Please contact us for more information.
2. How do I sign up for this service?+
Click the green "Register" button on the main menu - registration is free. We will then do the necessary checks to enable you access.
3. How do I submit a search?+
All searches are submitted via your individual online portal. All you need to do is log in to your account to start a new client search. Each individual case must be filled out in a new search request form to allow us to process them correctly. You must make sure you click the ‘Submit Search’ button after filling in the form to send off a search.
4. What information do you require for a search?+
We will need to know information such as the deceased’s name, date of birth, date of death and last known address. A National Insurance number can also be a helpful detail. A full list of required details can be found on our online search form.
5. How do I pay for a search?+
You have two options to choose from when paying for a search.
1, Using a credit/debit card (if you hold a company card), for an instant payment.
2, Click "request an invoice" - this will generate an invoice once the search has been submitted. The invoice will be sent to the email address you sign in with.
* Please note that an unpaid search will stay as a "pending search" until payment is received.
6. How many searches can I perform?+
You can perform as many searches as you need!
Our fees are charged on a case by case basis with no maximum search limit.
7. How do I know which institutions have been searched?+
Once a search has been completed, you will be issued a thorough report which covers which institutions have been searched and whether a match has been found. Reports can be accessed through our secure online solicitor portal.
8. What do I do if a match has been found?+
From your individual search report, you will see if a match has been found. From there, you will need to contact the correct financial institution with the relevant documentation such as Death Certificate and Grant of Probate to gain access to the account.
9. How do you meet data protection requirements?+
We take data protection very seriously, and will always ensure all elements of our business meet data protection requirements. The only information we will share with financial institutions about your clients is the information you provide in the search request form. This data is solely used to perform a search into whether a financial account exists; we will never know any details about the account type or amount of money held.
For more information about how we meet data protection requirements, visit our dedicated Data Security page.
If we can’t answer your question here, email us at firstname.lastname@example.org.