Financial Asset Search for the Living

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Whether you are estate planning, writing a will, conducting a financial health questionnaire, or trying to reduce an inheritance tax bill, it’s vital that you are aware of all your client’s assets in order to do your job effectively. With billions of pounds tied up in ‘lost’, ‘dormant’ or ‘inactive’ accounts in the UK, are you confident you have the full picture of your clients' wealth?
Our Financial Asset Search for a Living person helps to identify the full extent of your clients' estate in life. It is a useful tool for professionals assisting with wealth management and estate planning.
£155 + VAT
  • Active search of potentially lost and forgotten assets
  • Comprehensive reporting
  • Helps to prevent fraud through robust ID verification

In 2019 the Bureau of Labour Statistics reported that, on average, a person changes jobs 11 times during their career, creating the potential for 11 different workplace pensions. Research has also shown that we move home up to nine times during our lifetime.

With accounts increasingly managed online, with little or no paper trail, it can be easy to forget where all your finances are and whether you’ve updated the address details on all your accounts.

For just £155 + VAT, the Financial Asset Search for a Living Person provides an efficient method of identifying your client’s assets, known or lost, providing you with a single, comprehensive report.

This unique service gives you peace of mind that you have taken steps to capture everything; first time, every time.

  • Active search of more than 140 banks, pension providers, investments, share registers, insurance providers and National Savings & Investments, covering over 400 Financial Instituiton brands
  • Full report of all responses and matches for accounts or policies delivered after 30 days
  • Notification of matches by email during the search and updates of further responses after the initial 30-day period
  • The report is backed by electronic ID verification via Yoti, the leading digital identity service trusted by Governments and major businesses


Easy ordering with the Estatesearch Portal

All orders can be placed securely online through our dedicated portal offering access to a variety of searches and services. There are no registration or subscription fees, so you only pay for what you need, when you need it.

To find out more about the portal and the full toolkit it provides, why not book a quick demo?

  • We use Estatesearch’s Financial Profile search ordered through the free, secure portal, on every case where we are executors. This protects our firm and limits liabilities. We would also conduct a Will Search as standard practice too and await the results to ensure we are the appointed executors according to the Will before instructing the asset search.
    Lauren Phillips, Legal Director & Head of Private Client Services
  • The searches themselves can always throw in surprises. We had one case where ... an investment company wrote to us letting us know they had made a mistake and an account did in fact exist for the deceased. In this instance we could prove our due diligence and show we had done all that we could do to identify assets within the estate through Estatesearch’s Financial Profile Search at the time, and that the investment company was at fault. We were easily able to resolve the matter.
    Patrice Lawrence, Senior Associate Solicitor
  • We now use Estatesearch’s Will Bank Management service for any orphaned Will Banks we purchase, and also for our own records. Following Estatesearch’s screen and cleanse, the ongoing notification phase is particularly helpful as every month Estatesearch notifies us if anyone has passed away or moved house ... This process not only improved the accuracy of their Will Bank but also reconnected Southeast Legacies with many existing clients in need of further support.
    Anthony Rockliffe TEP, Director
  • At Jackson Lees we offer a comprehensive service to help and support families when they have lost loved ones. For clients who only need help with a Grant of Probate, we also recommend they instruct an asset and liability search. Many take advantage of this option. Using Estatesearch’s services means we can demonstrate due diligence. Our best practice approach also gives all our clients peace of mind that assets won’t be discovered, at a later date, which helps avoid any associated IHT implications that might bring.
    John-Paul Dennis, Partner and Divisional Director for Private Client
  • As an organisation, we aim to continue to expand by taking on more Will Banks from financial advisors or other retiring professionals. It would have been difficult to manage the influx of much more work without Estatesearch’s Will Bank Management services. Now, with Estatesearch’s help we are confident we can efficiently update orphan storage banks and communicate appropriately with our clients as our firm grows.
    Zoe Oliver, Business Manager
  • At Elite Law Solicitors, we always aim to provide a comprehensive service and best advice, tailored to our clients’ needs. Estatesearch’s reports and services support us and mean we can do an even better job for our clients. We highly recommend Estatesearch.
    Meg Wilton, CILEX Lawyer and TEP
  • One of the main challenges is the identification of all the assets within the estate. It is daunting for many clients to try to wrap up the financial affairs of a deceased family member, where they may not have all of the details. We use Estatesearch for share valuations and sales, and for the placement of statutory notices. We also use Estatesearch’s Financial Profile Search to contact financial institutions to confirm if the deceased held an account, which then enables us to make further enquiries about the nature of the assets.
    Peter Tuffin, Accountant and Partner
  • Our firm’s approach is one of social purpose, where we use our experience to help clients as best as we can. Completing the searches and using Estatesearch’s range of services adds a layer of certainty for our clients, ensuring they are satisfied that everything has been dealt with correctly and there will be no surprises in the future.
    Lindsey Bohanna, Legal Director
  • Using Estatesearch’s secure, online portal for ordering searches is easy. I like the way multiple addresses can be input which is useful if the deceased moved frequently during their lifetime. It is a cost effective method of contacting a broad range of financial institutions and so the search means we can offer a more comprehensive service to our clients.
    Emma Spicer, Assistant Estate Administration Team Manager
  • Out of the blue, Estatesearch flagged an unknown policy. When I made further enquiries, it was confirmed as a £265k life insurance policy which paid out to the estate. It was a big windfall for the charitable beneficiaries and really underlined the importance of completing an asset search as there had been no other evidence of this policy at all. As executors, it also protected our firm too in ensuring all assets had been found.
    Bethany Wheadon , Solicitor
  • The Estatesearch Financial Profile Service gives us a comprehensive and robust due diligence process at the click of a button. Using a combination of data and technology goes beyond what we could reasonably achieve otherwise and Estatesearch have helped us identify additional assets in difficult Court of Protection matters.
    Holly Chantler, Head of Private Client
  • I've found the range of services provided by Estate Search to be vital tools in my day to day work as a private client lawyer. The client portal is an excellent one stop shop for the full range of searches I often undertake.
    Barry Griffin, Partner
  • We use the Financial Profile Service when appointed as Executors to help us clearly demonstrate we’ve met all our statutory duties. The report is clear and easy to use, helping us quickly make targeted additional enquiries to secure estate assets when required.
    Rachel Roche, Solicitor Director
  • The Financial Profile Service helped us efficiently confirm all the estate accounts, and in our latest matter identified a historic pension adding greater value for the beneficiaries and our clients.
    Liyen Clutton, Biscoes Solicitors
  • The Estatesearch team are always willing to go the extra mile to help us with our cases and enquiries, using their knowledge and expertise to help us deliver an excellent service while reducing costs for our clients.
    Michael Graham, Head of Private Client
  • As trusted legal advisors, our clients appoint us in many different capacities, as executors, trustees, Attorneys and Deputies. Clients place their trust in us, and we take that responsibility seriously. As part of our best practice when undertaking those roles, we conduct an asset and liability search to identify and secure all assets and investments held in an estate, by a trust, or by a donor client. We place our trust in Estatesearch to produce a report that is both thorough and reliable. Estatesearch also support us with several other products that ensure we can provide a professional and comprehensive service across our private client team.
    Mrs Tracey Hatswell TEP, Partner, Wason Male & Wagland LLP
  • As a business reliant on accurate compliance we turned to Estatesearch for our insolvency and bankruptcy checks, and we couldn’t be happier with the experience. Their system is incredibly user friendly, allowing our team to navigate the process effortlessly. We appreciate how straightforward the platform is and look forward to an integration with our software provider shortly. We would recommend Estatesearch to any business seeking a reliable partner for insolvency and bankruptcy assessments.
    Laura Staples, Partner & Head of Private Client. HK Law
  • We’ve found the search incredibly easy to use, with results returned in just minutes. Having everything clearly presented in a single report has streamlined our process and reduced admin time. Following this, we’ve asked our team to adopt this approach as standard and to communicate the £11 + VAT per beneficiary per distribution cost to executors upfront.
    Lucy Brown, Head of Private Client, Kidd and Spoor Solicitors
  • Estatesearch’s recent addition of bundles has fitted well with the way we work as a firm, supporting a consistent approach across our teams and enabling us to work to a single policy. The structure reflects our existing processes, ensuring that the same steps are followed and the right documentation is used throughout. This has helped us maintain a high standard of work across teams, while reducing the risk of error by automating key stages and checks. It also gives us confidence that we are always working with the correct documentation, supported by clear audit trails and improved visibility. Overall, the introduction of bundles has strengthened both our internal processes and our approach to compliance, while helping us deliver a more consistent and reliable service to our clients.
    Sarah Westwood, Partner and Head of Estate Administration, Buckles Law
  • Utilising the bundles feature within the Estatesearch platform allows us to streamline estate due diligence, dramatically mitigates compliance risks, and saves significant administrative time for our  legal teams. Backed by a service that is highly accurate and a team that is delightful to deal with. Grouping core searches into structured workflows automates repetitive tasks and ensures a standardised approach across our entire firm.
    Stef Fawcett, Probate Practitioner, Laurelo
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