Inheritance Data

What Inheritance Data does

Inheritance Data is a UK-based, specialist financial asset search platform serving estate administrators and probate professionals. Founded in 2015 and headquartered in Wymondham, the company built a suite of search and notification services used to trace assets held by deceased individuals across UK financial institutions, share registries, and other holders. Its core customer base consists of probate solicitors, estate administration firms, and professional trustees who require reliable, regulator-aligned output for client matters.

The company's product set comprised Financial Profile Premium (a comprehensive financial asset search), Estatesearch Will Search (locating wills across institutions), Trustee Notices issued under Section 27 of the Trustee Act 1925, Share Services for shareholding location and management, and Will Bank Management for ongoing will custody. The underlying technology is a data-aggregation platform connecting to UK financial institutions, registries, and will repositories, with workflows that produce structured reports for legal-sector users. The Estatesearch group of which Inheritance Data became part holds UKAS, FSQS, and Cyber Essentials certifications, aligning the service with public-sector and regulated procurement standards.

Inheritance Data operated as a small private company (1-10 employees) with a per-case transactional revenue model. The business was acquired by Estatesearch Ltd and the Inheritance Data brand ceased accepting new orders, with services consolidated into the acquirer's portfolio. Founder Bruce Cane and Operations Manager Daniel Cane are associated with the company. As an independent going concern, Inheritance Data no longer operates; analytical value now derives from its prior market position and its role within the combined Estatesearch group.

Name

Inheritance Data

Legal name

Inheritance Data

Website

https://inheritancedata.co.uk

Company type

Private

Founded year

2015

Operating status

Acquired

Headcount range

1–10 employees

Short description

Inheritance Data is a UK-based specialist financial asset search platform serving probate solicitors and estate administrators with Section 27 trustee notices, will searches, and shareholder location services. Founded 2015 in Wymondham, now part of Estatesearch Ltd.

Ownership category

akta.pro rank

Product category

Estate Due Diligence Software

NAICS

Trust, Fiduciary, and Custody Activities (523991), Trusts, Estates, and Agency Accounts (52592)

SIC

Investment Advice (6282)

akta.pro primary industry

Estate Administration & Probate Services (FSAAANAE)

akta.pro secondary industries

Estate & Probate Administration Services (FSAEAKAD), Tax-Aware Retirement & Estate Coordination (FSAEABAJ), Private Wealth Planning (Tax, Estate & Succession) (FSAAABAE)

Keywords

• Estate due diligence
• Financial asset search
• Probate administration tools
• Will search services
• Trustee notice publication

Headquarters

HQ city

Wymondham

HQ country

United Kingdom

HQ region

Europe

Markets served

GTM type

B2B

Offering type

Software

Cost components

Personnel, Technology or R&D, Operations, Marketing or Sales

Revenue model

1. Estate Due Diligence Services: Financial asset search and will-related services for estate administration and probate processes. Following acquisition by Estatesearch Ltd, services are now offered through the Estatesearch portal with free registration available.

Pricing tiers

Go-to-market motion1 record

Distribution channels2 records

Marketing channels7 records

Core offering

Inheritance Data provides a specialized financial asset search and estate due diligence platform for probate professionals, solicitors, executors and financial advisors. Its offering includes Financial Profile Premium asset searches, will searches, Section 27 trustee notices (Gazette and local newspaper placements), share tracing and Will Bank management. Following its acquisition by Estatesearch Ltd, all services are now delivered through the Estatesearch portal.

Product overview

Inheritance Data (now acquired by Estatesearch Ltd) offered a suite of estate due diligence tools, including Financial Profile Premium for asset searches, Estatesearch Will Search for will verification, Trustee Notices (Section 27) services for statutory Gazette and local newspaper notices, Share Services for shareholding verification, and Will Bank Management for will storage. These products worked together as an integrated platform for solicitors, executors, and financial advisors conducting inheritance and estate administration work.

Differentiator

Problem solved

Functional benefit

Segments1 record

Ideal customer profiles1 record

Technology focussed Yes

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Feature5 records

Partnerships

One partnership is on record.

• Estatesearch LtdcoreOthersInheritance Data was acquired by Estatesearch Ltd. Inheritance Data is no longer accepting new orders and all services are now provided through the Estatesearch portal. Customers are directed to register for free on the Estatesearch website to access services.

Recent moves5 records

Expansion highlights2 records

Broad incumbents

• FRP Advisory: UK restructuring and advisory firm with dedicated estate administration and probate services, addressing institutional estate work and complex asset tracing similar to Inheritance Data's offering.
• Equiniti: Large UK share registrar and corporate services provider offering share tracing, verification and registry services — overlapping with Inheritance Data's Share Services for estate due diligence.
• Practice Plus Group (Probate / Estate Solutions): UK provider of outsourced practice services to law firms including probate and estate administration support, offering workflow tools that overlap with Inheritance Data's estate due diligence capabilities.

Direct peers

• Estatesearch Ltd: The acquiring parent company operating the same estate due diligence portal (financial asset search, will search, Section 27 notices, share services). Inheritance Data has been fully absorbed into this platform, making it the most directly comparable entity.
• Finders International: UK specialist in tracing missing beneficiaries and unclaimed estate asset recovery for probate professionals, solicitors and executors — directly overlapping with Inheritance Data's Financial Profile Premium and asset search use cases.
• Hoopers Trusts: UK trust and estate administration services firm acting for executors and trustees, comparable to Inheritance Data's core customer base of probate professionals handling estate due diligence.
• Arken Software: Provider of probate and estate administration software (Arken.Professional) widely used by UK law firms handling estate work, addressing many of the same due diligence and case management needs as Inheritance Data's suite.
• KCT (Kings Court Trust): UK probate and estate administration services provider serving solicitors, financial advisers and bereaved families, competing for the same estate due diligence workflows that Inheritance Data supports.

Others

• The Gazette (TSO): Official UK public record publisher used for Section 27 Trustee Act notices — a key infrastructure dependency for Inheritance Data's trustee notice placement service.
• ICO (Information Commissioner's Office): UK data protection regulator with which Estatesearch/Inheritance Data is registered (ZB733954); not a commercial peer but a regulatory counterpart essential to the platform's data-handling service.

Market position

Strengths4 records

Weaknesses4 records

Competitive moat3 records

Key risks5 records

Key highlights5 records

Customer concentration

Compliance4 records

Revenue estimate

Valuation estimate

Number of profiles

Profiles2 records

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Inheritance Data