Financial Asset Search for the Living

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?

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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?

All products

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
Register today
  • Financial Asset Searches have become an integral part of estate administration. We now commission these searches as a matter of course, and have found that it makes the task of information gathering infinitely less time-consuming and difficult. Tom Bottomley, Partner
  • I feel by using Estatesearch I am using all possible tools out there to provide the most comprehensive search of a deceased's assets to enable a complete and full administered estate from the get go. Leonie Adams, Director
  • 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
  • Having used Estatesearch many times I have always found it to be really quick and easy and if any questions the team are always willing to help and discuss matters and have managed to find other accounts for other clients but with less in them which we are all extremely grateful for. Would highly recommend these are done when dealing with any financial matters. Lynne Ragoubi, Senior Accredited Paralegal
  • 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
  • The Financial Profile Service helps us demonstrate all reasonable due diligence in matters where we're appointed as Executors. In a recent matter the Report helped us identify additional assets which our client and the beneficiary greatly appreciated. Charlotte Day, Solicitor
  • Estate Asset searches are something that I think most estates (and even living clients) need. It takes the burden off of the Executor/representative on death, and if a firm is acting as Deputy during someone's lifetime, it covers you to show that you have done a thorough look into the assets and liabilities Zoe Johnson, Solicitor
  • 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
  • Just excellent service at all times, the staff are always friendly and are a pleasure to work with. Nothing is too much trouble. Swift, efficient and comprehensive services. (The socks are pretty cool too!) Tristy Pateman, Senior Private Client Executive
  • 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

Give us a call today, or send a message and we'll get back to you straight away.

0330 900 1700
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