About
Technology designed to help estate and probate professionals deliver clearer, safer support for families during life’s most challenging moments.
Vulnerability can affect anyone at any stage of life, whether through bereavement, illness or major life changes. Estate and probate professionals often play an essential role in supporting families during these difficult moments, helping them navigate complex financial and legal responsibilities with care and clarity.
We work closely with professionals across the estate and legal sector to understand the challenges they face every day. By combining reliable data with smart, easy‑to‑use technology, we develop tools that help improve outcomes for families and reduce the administrative burden on practitioners.
Our services are designed to increase efficiency, strengthen due diligence and reduce the risk of missed assets, fraud or financial abuse during estate administration or when managing someone’s financial affairs.
Visit our Services page to learn more about how we can help, or contact us using the form on our website.
Jonathan Upton - CEO Estatesearch Group
Jonathan began his career in finance, qualifying as a Fellow of the Institute of Chartered Accountants in England and Wales in 2002 after working with leading global firms Arthur Andersen and Deloitte. He later joined Calnea Analytics, where he supported the company’s growth into one of the United Kingdom’s largest providers of property market intelligence.
After experiencing firsthand the challenges Executors and families face when trying to navigate the financial side of estate administration, Jonathan saw a clear need for technology that could make the process simpler, safer and more transparent. Motivated by this, he co‑founded Estatesearch with Tony Turck in 2018.
Today, Jonathan works closely with financial institutions and estate professionals to raise awareness of the difficulties families encounter when managing an estate and to champion the role of modern technology in improving the experience for clients. His focus is on developing practical, reliable tools that help professionals uncover assets, reduce risk and deliver better outcomes for the people they serve.
Ron Badr
Ron brings many years of sales and client‑relationship experience, with a career built around supporting law firms and legal professionals. He began his career at Teranet, spending nine years in a variety of roles across client support and sales, where he developed a strong understanding of the needs of legal practitioners.
He later joined LexisNexis Canada, spending 11 years managing key accounts and working closely with some of the country’s largest law firms. After gaining additional experience in the commercial real estate technology sector, Ron returned to legal tech at Dye & Durham, helping to drive growth and strengthen relationships with major firms and legal organizations.
Ron has a deep understanding of the legal business landscape and a proven ability to build and grow relationships with national, regional and boutique firms. At Estatesearch, he applies this experience to help professionals access technology that improves efficiency, reduces risk and supports better outcomes for the clients and families they serve.