Financial Asset Search

In conjunction with our partner, Inheritance Data, our technology enables you as the Executor or Personal Representative. to undertake an asset search. This search contacts over 150 Financial Institutions with an aim to uncover lost, dormant or active accounts owned by the estate.

The following types of Financial Institutions are contacted:

  • Banks & Building Societies

  • Personal Pensions

  • DWP search (company name essential for successful results

  • Investments

  • Life Assurance

  • Shares

  • National Savings & Investments