Insuristic Estate Protect

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

• Financial Asset Search 
• Liability Search
• Will Search

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.

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

You and your clients will save money because:

You and your clients will save further because:

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.

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 the quotation stage.  You can visit our Probate Loans page for more information.

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 in interest-free instalments.  There are no cancellation fees and you will receive a pro-rata refund for any unused cover.

There are very 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.

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.

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.