Sponsors
HEADLINE SPONSOR
LEAP Estates
Headline Sponsor & kindly sponsoring the Lifetime Achivement Award
LEAP Estates occupies a unique position in the legal software market, providing specialist software for probate solicitors and estate planners.
Offering highly innovative features and functionality, this specialist software solution for private client practice provides everything you need to manage your client’s wills, LPAs and estates efficiently, and delivers case management, accounting, document assembly and management, will building via WillSuite, and legal publishing assets in one fully integrated cloud solution. Attuned to the ever-changing needs of estate planning and probate professionals. Benefits of LEAP Estates include:
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Advanced Matter Management
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Complex document automation
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Intuitive will building software
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Powerful document register tool
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Dedicated Mobile application
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Automated legal forms and precedents
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Comprehensive office and client accounting
LEAP Estates’ intuitive and powerful productivity tools help private client professionals manage their matters more efficiently and profitably from any device, with access to ‘real-time’ information and time-saving features on the move.
Continually investing in research and development of the solution makes LEAP Estates the perfect technology partner for supporting lawyers, legal departments, will writers, estate planners, IFA or accountants handling private client work.
Being a cloud-based solution, LEAP Estates eliminates the need for a server, reduces hardware and support costs, and offers a simplified IT infrastructure.
For more information visit leapestates.co.uk
Estatesearch
Kindly sponsoring Champagne Reception, Media Board & Entertainment
Comprehensive, Simple & Efficient Due Diligence
Estatesearch are pioneers in the legal technology industry driving innovation and technology in the private client sector. By combining high quality data with simple and effective technology Estatesearch are helping practitioners achieve more comprehensive and efficient due diligence in probate, estate administration and court of protection matters.
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Estatesearch Financial Profile Service
Gaining a confident understanding of your clients financial affairs when administering an estate or when appointed to manage financial affairs can be complex and time-consuming task. Poor bookkeeping, hoarding, online accounts and paperless billing all contribute to the challenges. Our award-winning Financial Profile Service supports private client professionals needing a comprehensive and efficient understanding of financial affairs. Our process combines real-time access to digital credit records with a wide-ranging legal notification to gather the information you need to effectively manage estate assets and liabilities.
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Contact us to arrange a CPD session on managing risk in estate administration for your firm or book a demonstration of our portal. For help identifying any assets, including shares in an estate, or more information on any of our services visit our website www.estatesearch.co.uk, email hello@estatesearch.co.uk.
Finders International
Kindly sponsoring the Private Client Team - Wills and Probate (1-15 Employees) Award
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Finders International is an award-winning Probate Genealogy company that traces heirs to estates, property and assets worldwide. Founded in 1997, we are one of the largest firms with over 140 staff, offices in the UK, Ireland and Australia as well as a global network. We possess a wealth of knowledge and expertise in verifying and locating missing heirs; ensuring that intestate Estates can be distributed correctly. Our range of additional estate administration services focuses on due diligence and mitigating risk for our clients. These services include overseas bankruptcy searches, missing documents, missing Will searches and asset searches, which all enable the correct distribution of estate funds. In the last 12 months alone, we have located 11,000 heirs across 66 countries. Our Case Managers and researchers across our offices work daily in collaboration, enabling speed and accuracy of service for our clients. This year, we received the Feefo Gold Trusted Service award with an average of 4.7/5, ensuring clients that we are a tried and reliable service. If you would like to find out more about our services or have a case to refer, contact us at quotes@findersinternational.co.uk or phone 0207 490 4935.
Fraser & Fraser
Kindly sponsoring the Private Client Team (Tax & Trusts)
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Fraser and Fraser is home to expert genealogists and probate researchers who offer you and your clients a first-class service. At the forefront of the industry, we support legal professionals to locate missing beneficiaries and heirs worldwide.
All our case managers are registered under the Professional Paralegal Register (PPR) regulated by the Institute of Paralegals (IoP), we are an award-winning ISO 9001, 27001, 14001 and 45001 accredited business.
Offering a range of services;
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And more!
We pride ourselves on our commitment and clarity, treating each referral on a case-by-case basis. We’re happy to answer your questions, please do get in touch.
Law Training Centre
Kindly sponsoring the Private Client Team Wills and Probate (1-15 Solicitors)
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Empower your employees with specialist probate practitioner qualifications from Law Training Centre.
Routes include SQE, CLC, CILEX & Notary Public
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Multiple pathways – maximum choice for every aspiration.
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Whether you need to develop Paralegals, CILEX Lawyers, Licensed Probate Practitioners, Solicitors or Notaries, we offer all the routes under one roof and can guide you and your team to make choices that work for both your firm and your learners.
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Navigating the choice – removing the stress
With so much choice available it can feel overwhelming for law firm leaders to manage all the options. Things have changed radically since most partners qualified and there simply isn’t the time to stay abreast of all the changes.
We simplify the complexity and remove stress. By bringing HR experience and specialist qualification knowledge to the process, our Legal Talent Development Team will work with you to create the right plans to secure your future talent pipeline.
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By Lawyers for Lawyers
Will Suite
Kindly sponsoring the National Private Client Lawyer
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WillSuite is a fully cloud-based document drafting software for estate planning professionals. Approaching 10 years of experience in the legal software industry, 6000 documents drafted per month and over half a million wills put through the system, we’re the leading provider for legal professionals in England and Wales. With WillSuite you are able to:
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Draft estate planning documents like simple and complex Wills, LPAs, Living Wills, Letters of Wishes and Severance of Joint Tenancy, all through a dynamic questionnaire-based format
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Manage cases via a comprehensive CRM and case management system
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Communicate and collaborate with clients via a secure online portal
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Create and oversee custom workflows that actively communicate with client
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Automate the creation of fully branded invoices and client facing letters
The software has helped thousands of professionals draft more efficiently, save time on lengthy admin work and build client satisfaction through automated communication workflows.
To start your 14-day free trial or for more information, get in touch with a member of our team today https://willsuite.co.uk/contact
Pro-Gen Research
Kindly sponsoring the Invite, Menu, Wine, Programme & Table Plan
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Pro-Gen Research is a leading provider of specialized probate research services with over 15 years of experience supporting the legal sector. The firm offers tailored solutions to assist legal professionals, executors, and deputies in resolving complex estate and Court of Protection matters. Key services include:
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· tracing missing beneficiaries
· verifying family trees
· international bankruptcy searches
· retrieving vital documents such as birth, marriage, and death certificates.
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Renowned for its friendly yet professional approach, Pro-Gen Research is committed to making every client feel valued and supported. By combining advanced tools, proprietary databases, and a global network of research partners with in-depth genealogical expertise, the firm delivers accurate, efficient, and actionable results. Its innovative methods integrate traditional techniques with modern technology, enabling the resolution of even the most challenging cases, including multi-jurisdictional estate matters.
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As an Industry Partner of the Chartered Institute of Legal Executives (CILEX) and a member of the Association of Professional Genealogists, Pro-Gen Research upholds the highest ethical and professional standards. With transparent communication and ongoing support, the firm has built a trusted reputation among legal professionals, delivering reliable, comprehensive solutions with a personal touch that adds significant value to every case.
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Ochresoft
Kindly sponsoring the Outstanding Client Care (26+ Employees)
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Ochresoft’s ‘Intelliworks’ is award-winning, market-leading case management software.
Intelliworks Private Client was designed by lawyers who understand real practice, so it’s built to be the product working practitioners need. The STEP-compliant software frees fee-earner and support staff from routine administrative tasks in probate administration, grant-only cases, will writing and LPAs.
With automatic production of IHT400 forms, a few hours of work is reduced to just several clicks, making firms more efficient and reducing the risk of manual error.
Ochresoft has the expertise to ensure our content-rich workflows always incorporate the latest legal content and best practice standards, delivered in real time. Intelliworks workflows are updated whenever there is a change in law or regulation.
Intelliworks supports thousands of law firm users across England and Wales, who use our Private Client workflows to increase efficiency and productivity.
Ochresoft is a member of the Institute of Customer Service, signalling our commitment to service excellence. We are ISO27001 and ISO9001 accredited, underlining our dedication to quality processes, information security and customer care. Ochresoft was Highly Commended for the ‘Legal Supplier of The Year’ award at the 2022 British Wills & Probate Awards.
Ochresoft is proud to support the Modern Law Private Client Awards.
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