Assets Search Worldwide
Our global financial assets search service conducts thorough investigations to identify all unclaimed assets belonging to the deceased, creating a comprehensive financial profile. We provide probate professionals with a detailed report, ensuring the Executor has a complete overview of the deceased’s bank accounts, pension plans, bank accounts, 401K’s, IRA’s, stocks, bonds, life insurance policies and other investments. This helps the Executor meet their legal obligations, minimizing the risk of omissions that could lead to financial loss or costly legal disputes for the estate.
Ensuring a complete financial assets search in every probate case provides Executors with peace of mind and helps beneficiaries receive their rightful inheritance.
Identifying All Assets
A financial assets search helps locate all the deceased’s financial assets which might not be immediately known to the executor or administrator. This ensures that no valuable assets are overlooked or forgotten during estate administration.
Ensuring Legal compliance
Executors and estate administrators have a legal duty to fully account for the deceased’s estate. Conducting a thorough financial asset search helps them meet this responsibility by locating all assets that must be included. Failing to do so could lead to legal consequences or personal liability.
Just provide key details about the deceased (name, addresses, DOB, SSN, occupations) along with a death certificate, letter of authority, and valid ID. Once submitted, we conduct a thorough search across all financial institutions, pension providers, and insurance companies, ensuring that no asset is left unclaimed. We do all the hard work—giving you peace of mind and protecting the estate.
