Insuristic Estate Protect

  • Exclusive to Insuristic
  • Arrange Estate Administration Indemnity Insurance in seconds
  • Quote estates up to £3m in approximately 40 seconds
  • Save between 30-50% off our insurer partners open market pricing
  • No requirement to place a Section 27 Notice or local notices when buying Section 27 Insurance
  • No requirement for genealogy reports for estates under £350,000 (if a Missing Beneficiary Insurance quote is requested)
Insuristic Estate Protect

Saving you time and money whilst protecting your PI

Scheme Eligibility

Insuristic Estate Protect has been designed for estates up to £3,000,000 with no known issues where you have conducted the following searches:

Please note:

  • We have negotiated a discounted price for a combined Financial Asset and Liability Search with Inheritance Data at just £160 + VAT.  To access this price, please register for an Inheritance Data account via our portal.
    • You are not required to use Inheritance Data for these searches.
  • There is no requirement to purchase a Section 27 notice when arranging Section 27 Insurance.
  • If a missing beneficiary insurance quote is requested, a genealogy report will be required if the Estate is over £350,000.

Saving you time

Insuristic Estate Protect will transform how you offer legal indemnity insurance to your probate clients:

  • Easily offer Missing Will, Missing Beneficiary, Early Distribution and Section 27 insurance to every Probate client
  • Get a quote or arrange a policy in approximately 40 seconds
  • Insurance arranged via our secure online portal

Saving you and your clients money

You and your clients will save money because:

  • Pricing will be 30% less than our open market product for individual purchases;
  • and up to 50% less when all 4 policy's are purchased.

You and your clients will save further because:

  • A Section 27 notice or placement of a local notice is not required when you buy our Section 27 Insurance.
  • If a Missing Beneficiary Insurance Quote is requested, Genealogy reports are not required for clients with an estate under £350,000 (just a verified family tree going back at least three generations).

Added Protection for your business

If a client hasn't been offered cover and they suffer a claim, they could blame you for not providing them with the right advice.

By offering  Missing Will, Missing Beneficiary, Early Distribution and Section 27 insurance to every Probate client that needs the cover you are protecting your business from professional indemnity claims.

In the event a client doesn't fit the Estate Protect Scheme, Insuristic can help you source a bespoke policy from our insurer partner.

Supported by finance solutions

If the estate doesn't have the funds to finance any of the insurance products offered by Insuristic, we have developed a couple of probate finance schemes with FSL Finance:

  1. Arrange Insuristic Estate Finance for the estate.  This can be used for any costs associated with the estate, including your legal fees, insurance, property services and more.  Check out our Insuristic Estate Finance page for details.
  2. The client can finance insurance themselves.  Details of this will be provided at quotation stage.  You can visit our Probate Loans page for more information.

50 Second Demo

Check out our demo (there is no sound) showing you how quick and easy it is to get a quote.

You will see it took just 36 seconds to get a quote for an estate of £400,000 requiring Missing Will, Missing Beneficiary, Section 27 and Early Distribution Insurance.

You could also arrange unoccupied property insurance in less than 2 minutes

Our Probate Pro product is also available exclusively for our solicitor partners via the same secure portal.

Solicitors should be able to get an unoccupied probate property insurance quote in approximately one minute. 

You have the option to buy an annual policy or pay monthly on interest free instalments.  There are no cancellation fees and you would receive a pro-rata refund for any unused cover.

There are few questions to answer (or catch you out) and cover that includes £10,000 of contents cover and £10,000 of Escape of Water cover where the system isn't drained (full cover if it is) as standard.

For tricky or high value properties you will have the full support of our broking team at SJL Insurance who will be able to provide advice and search the market for cover on your behalf.

We also take away the headaches caused by property claims.  All Probate Pro clients will have access to SJL Insurance's in-house claims team for support and claims management every step of the way.

Arrange a 30 minute Demo

Why not arrange a short demo today.  We could also show you Probate Pro at the same time.

Demo's will take up a maximum of 30 minutes of your time, so what is there to lose?

Click the button below to book a demo slot at a time that works for you.

About the Author

Rob Faulkner CEO of Insuristic

Hi, I'm Rob, CEO and Founder of Insuristic. My mission is to make insurance easier to understand and buy online.

I hold an Advanced Diploma in Insurance (ACII) which demonstrates I have a solid technical understanding of Insurance and have committed to continuous professional development. I am also a member of the Chartered Insurance Institute and hold the a Chartered Insurance Broker status.

Over the last 27 years, I have worked for insurers, insurance brokers and insurance technology businesses, specialising in product, sales and marketing.

You can find out more about me on my author page.

Follow me on Social

Why get a quote from Insuristic?

When you get a quote from Insuristic you can:

  • Arrange the insurance in the Executors names

  • Tailor the cover to suit your requirements

  • Buy cover for most types of houses

We have made it easy to get a quote but if you need help, our team are only an online chat away.

You can find out more about the cover you can buy, house inspection rules and guidance on our renovation acceptance criteria below.

Follow us on Social

Insuristic Logo

Insuristic Limited (No: 13926650), is an Appointed Representative of SJL (Worcester) Ltd, who are authorised and regulated by the Financial Conduct Authority with the reference number 763599. This can be checked by visiting https://register.fca.org.uk/s/.  Insuristic is a registered trademark. ©Copyright 2023 Insuristic Limited.  All Rights Reserved.

 

Interested in Insuristic Estate Protect?
Interested in Probate Pro?

Get a van or fleet insurance quote

Please Note: Our broking team at SJL Insurance will need to talk to you to discuss your requirements. This is an advised service. 

Get a painter and decorator insurance quote

Please Note: Our broking team at SJL Insurance will need to talk to you to discuss your requirements. This is an advised service. 

We are sorry that you need to make a complaint.

Please complete the form below and a senior member of our team will be in touch as soon as possible.

Get a Pub or Bar Insurance Quote

Please Note: Our broking team at SJL Insurance will need to talk to you to discuss your requirements. This is an advised service. 

Get a plumbing and heating engineer insurance quote

Please Note: Our broking team at SJL Insurance will need to talk to you to discuss your requirements. This is an advised service. 

Get an Unoccupied Property Insurance Quote

Please Note: Our broking team at SJL Insurance will need to talk to you to discuss your requirements. This is an advised service. 

Occupied House Insurance During Probate

Please Note: Our broking team at SJL Insurance will need to talk to you to discuss your requirements. This is an advised service. 

Arrange a call back

Please Note: Our broking team at SJL Insurance will need to talk to you to discuss your requirements. This is an advised service.