Will Bank Tracing

We can cleanse the contact details in your Will bank to ensure names and addresses are up to date or we can establish if the testator has died.

Cleansing your Will bank provides business development opportunities for your firm and reduces marketing and operational costs. By keeping in contact with testators, you can review if the Will still meets their circumstances and engage with clients on other legal services.

We can undertake volume cleansing of large batches of Will bank records or provide more bespoke individual tracing.

Benefits and features:

• Further instructions from clients when reviewing if the Will still meets their needs
• Trace goneaways and identify forwarding addresses ensuring you retain your clients
• Reduce your marketing spend by re-engaging with previous clients
• Ensure client communications reach the correct address
• Keep up to date with name changes for clients (e.g. through marriage or divorce)
• Mortality checks for testators to reduce Will storage and administration costs
• Maximise business development opportunities following acquisition of Will bank from another firm
• Due diligence on Will banks prior to acquisition of a firm

We succeed in identifying the current whereabouts of individuals in over 90% of cases. Our remarkable success rate is achieved by using a wider range of data sources (including international sources) compared to other data cleansing companies.

What’s more, we don’t just automate our searches. Decades of expertise in-house means our case handlers know how to analyse data sources to get the best results.

To find out more contact Claire Hogan on +44 (0)20 7332 9091 or claire.hogan@titleresearch.com

All our searches and services are Data Protection compliant and we have a commitment to quality and security.