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.
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.
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.
WillSuite
Kindly sponsoring the National Private Client Lawyer Award
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
Perfect Portal
Kindly sponsoring the Managing Partner of the Year Award
Perfect Portal is an award-winning digital onboarding and client-centric solution for law firms. Since our inception in 2014, we always put the solicitor at the heart of everything we do. We offer market-leading technology that is continuously evolving to ensure law firms remain one step ahead of their competitors.
Perfect Portal has actively facilitated the transition of law firms into a more technologically advanced era. By leveraging Perfect Portal's integrated system your firm will capture, manage, and convert leads efficiently, creating a seamless transition from initial contact to a fully branded onboarding process, which therefore empowers your law firm to focus on what you do best – practising law.
Ultimately, the client experience lies at the heart of Perfect Portal's mission. Our solutions have not only improved the efficiency of legal processes but have also added tangible value to the client journey. From initial lead generation to the resolution of legal matters, our solutions have paved the way for a more seamless and client-centric experience. Increased transparency, streamlined communication, and efficient client onboarding have collectively contributed to heightened client satisfaction, establishing Perfect Portal as a key player in shaping the future of the legal sector.
Anglia Research
Kindly sponsoring the National Private Client Team Award
Now in our sixth decade, we are an award-winning international firm of probate genealogists that sets the standard for probate research and heir location. Regulated by the Institute of Paralegals, we provide key genealogical services and expertise to the legal profession in the UK and around the world.
We support and assist Private Client practitioners with a range of services aimed at fast-tracking the successful administration of probate cases as well as helping progress Court of Protection matters.
We have traced many thousands of lost heirs, missing beneficiaries, unknown next of kin and unclaimed assets, whilst also assisting with hundreds of statutory will applications on behalf of professional deputies.
Staff training and development is at the heart of our culture and crucially, we have more accredited genealogists and independently regulated staff than any other UK research company, including numerous fully qualified paralegals. Put simply, we provide research that can be relied upon.
We are delighted to act as category sponsor of the prestigious National Private Client Team award once again and can’t wait to see you all on the night.
For more information please visit: www.angliaresearch.co.uk/services or contact us at legal@angliaresearch.co.uk
Ochresoft Technologies Ltd
Kindly sponsoring the Outstanding Client Care Award
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.
The Institute of Legacy Management (ILM)
Kindly sponsoring the Awards Programme
The Institute of Legacy Management (ILM) is a not-for-profit membership organisation offering specialised training and support to legacy professionals within the charity and not-for-profit sectors across the UK.
Each year, ILM members manage around £3 billion of legacy income – gifts left to charity by individuals in their wills – helping ensure the last wishes of an individual are fulfilled as they intended.
The organisation has more than 700 members, representing some 400 charities – both large and small – as well as not-for-profit organisations and associated professions. Many members are former private client practitioners who bring with them a great deal of experience within the legal sector.
The ILM’s overall remit is to promote best practice and ensure every donor’s charitable legacy reaches its intended beneficiary. To help achieve this goal, ILM provides training courses, mentoring, access to a knowledge bank of experts, and a comprehensive support network.
It also works with corporate partners from across the legal profession, including solicitors and probate professionals, will writers, consultants and technology companies.
Recognised as an influencer and voice within the legacy sector, the ILM holds regular dialogue with other stakeholders, including the Law Commission and HMCTS, to ensure member views are put forward on topical issues and legislative changes.