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 and Private Client Team (Family Law) Award
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 and Lawyer of the Year (Wills & Probate) 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 (26+ Employees)
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 and Best Use of Technology Award
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.
Legado Technologies
Kindly sponsoring the Best Innovation Award
Legado is an Edinburgh based technology company making client interactions more secure, efficient, and personalised. Legado’s technology serves both the legal and financial services sectors, where the platform powers client interactions for leading global institutions and the some of the UK’s largest Law firms.
Legado’s legal platform provides Law Firms with a digital experience for clients to interact and exchange documentation with their solicitor in a highly secure and personalised way – increasing client engagement, capturing efficiencies for fee-earners, and modernising the firm’s services for the next generation of private clients.
Private client practices can make platform their own, with full white-labelling and a modular feature set including document upload/exchange, document requesting, embedded e-signing, digital document drafting, 2-way omni-channel notifications, and so much more.
There are also configurable workflows available, such as an end-to-end probate journey for PRs/Beneficiaries, automated client re-engagement prompts to either the client or the solicitor. Legado has existing integrations with leading practice management systems ensuring that your solicitors’ workflows are streamlined in every interaction.
Review Solicitors
Kindly sponsoring the Outstanding Achievement Award
ReviewSolicitors is dedicated exclusively to the legal world, ensuring potential clients can access genuine and verified reviews about law firms along with insights into performance, success rates, availability and other vital factors important for clients to understand at the early stage of their client journey. ReviewSolicitors is committed to transparency and authenticity. Annually, over 8 million clients turn to ReviewSolicitors.
Here, potential clients can delve into unbiased reviews penned by genuine former clients, encompassing all SRA-registered law firms.
These reviews shed light on individuals' positive and negative experiences with law firms. This first-hand knowledge equips potential clients with a clearer understanding of what they can expect when engaging with a particular firm. Firms can improve their reputation using ReviewSolicitors to collect client feedback more efficiently. Our streamlined process benefits firms looking to establish a trustworthy and professional image.
Contact Us:
Ready to take your law firm to new heights? Connect with us today to get started:
Name: Adam Hall
Website: www.reviewsolicitors.co.uk
Phone: 0330 320 5053
Email: adam.hall@reviewsolicitors.com
Learn why over 4,000 firms trust us.
Finders International
Kindly sponsoring the Private Client Team - Wills and Probate (1-15 Employees) Award
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.
Legal- Eye Ltd
Kindly sponsoring the Wine, Menu and Table Plan
Legal Eye works with law firms to ensure compliance and optimise performance. Our extensive and thorough knowledge of the law and regulations will help you to create and implement robust and practical risk and compliance processes and policies. Our advice is clear and practical and our clients tell us that we deliver exceptional customer service and unbeatable work quality. Services include:
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Specialist expertise and advice across the full range of regulatory, risk and compliance issues to inform your internal decision making
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File reviews
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Online AML training for staff and fee earners
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On-site in-person AML for staff and / or fee earners – standard course
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On-site in-person AML for staff and / or fee earners – bespoke course
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Enhanced AML training – for those with specific AML responsibilities such as MLROs
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An online risk hub – a comprehensive bank of resources to help you to manage risk
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Drafting and review of policies and procedures
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Complaints handling service
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Gap analysis of your firm’s policies, processes and procedures. (Various levels of detail available according to need)
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One-off projects such as achieving quality accreditations or switching regulators
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Online training from The Legal Eye Academy – core modules available to all staff at their convenience
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One-to-one coaching from our experienced associates matched to your requirements.
Find me a solution limited t/a Find me a solicitor
Kindly sponsoring the Supporting the Industry (1-25 Employees) Award
Find me a solicitor, founded in 2022 by a qualified solicitor Dee Kundi, is a digital legal tech platform which is a FREE and independent service for all individuals and businesses looking for the right solicitors for all areas of law.
Findmeasolicitor (FMAS) are a solicitor-led-brokerage for the UK disrupting the legal profession in the way law firms obtain clients. FMAS are much more than just a lead generator as all our clients are vetted and approved before introducing them to our panel of Solicitors.
Alongside this FMAS offer 30 minutes free legal consultation, to help clients navigate the maze of appointing the most appropriate solicitor by obtaining all relevant documents including the AML documentation before passing onto our panel of experienced solicitors.
Within this process FMAS brief the solicitor with the background, enabling them to provide a quote immediately and represent the client from the offset. This saves so much time not only for the client but also for the solicitor including saving so much non chargeable time. FMAS can also help obtain feedback and reviews from clients.
Contact FMAS today for a trial and grow your client portfolio on a no obligation basis:
Name: Dee Kundi
Website: www.findmeasolicitor.co.uk
Phone: 03338 803 603
Email: Dee@findmeasolicitor.co.uk
Best Foundation
Kindly sponsoring the Supporting the Industry (26+ Employees) Award
The BEST Foundation is a non-profit organisation who acts as a professional membership body for modern, forward thinking Estate Planning professionals. Not only do we offer support for our members, but the public can also be assured that any Best member is a trusted professional who is reliable, experienced, and suitably qualified to take their instructions.
We aim to be at the forefront of modernising the archaic ‘quill and ink’ culture in the Will writing industry by encouraging our members to adopt the latest technology. We will support our members in any way that we can, whilst campaigning for changes that benefit professionals and clients alike.
We offer a Client Guarantee that goes beyond that offered by any other non-profit organisation. This means that clients can rest assured that when using a Best member, that they are fully protected in the unlikely event that anything should go wrong.
With membership options for both independent and corporate applicants and a number of perks on offer such as a micro-site, CPD training, a spot in our directory listing and on-going support, there are so many reasons to #jointherevolution.
The Society of Will Writers
Kindly sponsoring the Best Paralegal Award
The Society of Will Writers is a non-profit making self-regulatory organisation which seeks to protect the public and serve the interests of those who are active professionals in our field.
The Society of Will Writers was founded in 1994 by former Director General, Brian McMillan and 4 other business owners. The Society has since grown to become not only the largest but also the leading self-regulatory body governing Will Writers and Estate Planners alike. We have over 1,700 members across the UK, Central Europe and further afield in places such as Asia and Africa.
The Society has set itself two main tasks:
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To promote to the public at large the real need and sense in having a valid Will;
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To act as a self-regulatory body by vetting practitioners through stringent membership requirements, proficiency standards and ongoing training.
The designatory letters of the Society’s membership grades:
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Aff.SWW
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MSWW
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ASWW
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FSWW
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Cmpn.SWW
When choosing a will writer, always be sure to look out for their membership grade and any of the Society’s logos. All are public assurance of their bearers’ expertise and competence.
Fraser & Fraser
Kindly sponsoring the Private Client Team (Tax & Trusts)
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.
Arken.legal
Kindly sponsoring the Private Client Team Wills and Probate (16+ Solicitors)
Arken.legal offers a comprehensive suite of products designed to tackle the business challenges faced by professionals in the Wills & Trusts industry. The suite includes:
Arken Professional
Document drafting and Will writing software - this intuitive solution supports you as you draft Wills, LPAs, Trusts and more. Draft up to 10*s faster and unify precedents and processes to mitigate your risk.
Arken Lifetime
If you have the right to create Trust documentation, Arken Lifetime will help you draft these Trusts in minutes.
Trust Referencer
Access the latest information on the tax treatment of Trusts and save countless hours on research.
The Arken Instruction Hub
Digitise client interactions, instruction taking, quoting and confirming requirements, all within a secure and branded client hub.
Arken Online Wills
Offer your digitally savvy clients the ability to complete simple Wills online or use it to engage with new clients through digital channels.
Arken Intestacy
Support marketing initiatives with this interactive online tool that engages and educates potential clients about what would happen should they die without a Will.
Our tools are trusted by some of the industry's best-known brands; to date, over 7,000 professionals have used our software to create over 7 million Wills.
Box Legal
Kindly sponsoring the Law Firm of the Year
Founded in 2004, Box Legal have become one of the largest After the Event Insurance brokers in the country.
Our unique position in the marketplace stems from our business being owned and staffed primarily by solicitors. They are the driving force behind our policy design, implementation, and operation.
Our team know not just about After the Event Insurance but what it is like to run a caseload and work in a firm of solicitors. We can, therefore, assist you with all aspects of claims and ATE insurance.
With over 250 firms on our panel, we supply around 15% of all ATE Insurance policies in the UK – close to 700,000 policies to date. We specialise in tailoring ATE products to a solicitor’s specific needs and although we continue to grow and develop, our core beliefs remain the same:
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Solicitors have the authority to make their own decisions
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Minimal reporting
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Minimal administration
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Competitive premiums
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Cancellation rights
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Claims Paid in 7 days
We are innovative and work with solicitors of all sizes to create new ATE Insurance products allowing firms to diversify. We have recently introduced a contentious probate policy to our portfolio and are excited to roll this out.
Teal Compliance
Kindly sponsoring the Lawyer of the Year (Tax and Trusts)
Established in 2018, Teal Compliance is a full-service Risk and Compliance Consultancy that offers a unique approach to risk support for law firms. Unlike traditional compliance practices that can often be perceived as dry and remote, Teal, founded by Amy Bell, a prominent risk and compliance solicitor and returning Chair of the Law Society’s Money Laundering Task Force aims to revolutionise the compliance landscape by delivering services that truly make a difference.
At Teal, we understand that compliance should not be merely a tick-box exercise for law firms. Our mission is to provide support that goes beyond the mundane, empowering firms to combat fraud and minimise their exposure to risk.
We strive to redefine risk mitigation practices by offering services specifically designed for law firms. We believe that traditional methods often leave firms vulnerable, which is why we take a ground-up approach to develop innovative solutions that address real-life challenges. Our goal is to bring awareness to the fact that fraud and AML risks are ever-present and provide the necessary resources to help law firms proactively manage and mitigate these risks.
We believe that compliance should not be an abstract concept happening to others but something that requires active engagement and preventive action. By offering practical resources and support, we empower law firms to identify and eliminate potential risks, safeguarding their operations and reputation.
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Title Research
Kindly sponsoring the Rising Star of the Year Award
Title Research, offer trusted genealogical research and asset repatriation services for legal professionals. Everything they do is designed to streamline estate administration, to take the effort out of locating the correct people or assets, and to mitigate against the risk of future dispute or complications.
Having grown significantly in the past 50 years, the team can support you to overcome the challenges faced when administrating an estate. These include, but are not limited to:
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Locating missing beneficiaries
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Looking at intestate and the correct inheritance routes
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Returning foreign shared or assets to the UK
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Locating missing documents
Title Research has grown to be one of the top go-to firms for solicitors when they’re faced with complicated estate administration matters, ensuring your clients are in safe, expert hands.
The team offer a quick and efficient service using their network of international associates and, unlike some others, their pricing is open and transparent, meaning your client will never experience surprise costs.
Title Research produce regular webinars and blogs on FAQs from industry, meaning they’re a great source for continued professional development and up-to-date information. In 2022 they won Probate Research Firm of the Year at The British Wills and Probate Awards.
0345 87 27 600
Modern Law Magazine
Kindly sponsoring the Lawyer of the Year (Family Law)
Launched in 2012, Modern Law Magazine has established itself as one of the leading B2B publications in the legal industry. We are a bimonthly magazine, shared with thousands of professionals across the UK and internationally, covering the ‘business of law’.
We bring our readers key thought leadership pieces on the latest, and most prominent topics being discussed in the legal sector.
Provira
Kindly sponsoring the Outstanding Client Care Award (1-25 Employees)
Provira provides innovative bridge financing solutions to the beneficiaries and executors of estates.
Pricing is clear and transparent, with a quick and efficient application process.
Estate Advance is available to executors and personal representatives to assist with funding the costs associated with administering an estate, including IHT, solicitor’s fees and disbursements.
Inheritance Advance allows beneficiaries of an estate to access up to 60% of the money that they are due to receive far earlier than the 9-12 months that the Probate process can typically take.
Neither product comes with any risk or personal liability for the executor or beneficiary – we do not perform a credit check on the individual, we do not take a charge over any property, nor is there any recourse if, for whatever reason, the estate does not generate the anticipated inheritance.
Provira is fully FCA approved and regulated and is the longest established lender specialising in probate funding.
Consortium Biz
Kindly sponsoring the Business Growth Award
We are a boutique marketing and business development agency providing tailored solutions to law firms and legal sector suppliers.
Lara Squires started the agency in 2013 out of a need to offer good quality, flexible marketing. Our approach is to start with a strategy, to ensure that your marketing activity is being carried out with purpose and is maximising on the resources and budget that you have.
Visit our website to download your copy of our Ultimate Guide to LinkedIn for Professionals.
Authentically Speaking
Kindly sponsoring the Best Workplace Wellbeing Award
Founded in 2016 by lawyer, author coach & trainer Hannah Beko, Authentically Speaking, a coaching and training consultancy, has benefitted thousands of legal professionals. With a specialism in mental health/wellbeing, leadership and performance, the approach includes a mixture of training, coaching and mentoring. Lawyers appreciate the open, honest and authentic style combined with practical knowledge and understanding of the legal profession. The mission is to help change the culture in law so that stress is no longer accepted as part and parcel of the job.