Digital Assets Search

Our Digital Assets Search is available to order alongside our Financial Profile Searches, extending enquiries to an additional 51 organisations and online service providers.

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Digital Assets are increasingly common in estate administration as technology continues to expand into our modern lives. Digital Assets can be defined as “anything that someone owns that exists in a digital format”. Some of these may hold financial value and should be considered part of the deceased’s estate.

Identifying digital assets is an area of increasing importance, particularly where there might be IHT implications, and the estate accounts might include funds in gambling accounts or as cryptocurrency. Not all online providers are regulated by the Financial Conduct Authority which can make discovery more challenging.

By choosing our Digital Assets Search alongside your Financial Profile Search, you can extend your estate identification process to an additional 51 organisations and online service providers.

Our search includes

  • Cryptocurrency
    The FCA estimates 4.6 million UK adults held cryptocurrency in 2022. Our search includes enquiries of popular cryptocurrency exchanges trading currencies including Bitcoin and Ethereum.
  • E-Commerce & Finance Service Providers
    Auction sites and online market places such as Amazon and Ebay have grown in popularity allowing individuals to buy and sell various goods. There are also a number of firms offering a ‘buy now, pay later’ service such as Klarna & Clear Pay, which may disclose estate liabilities.
  • Online Gambling
    Increasingly popular, while online gambling accounts need to be identified and closed to settle any outstanding balance accounts may be in credit and form part of the estate assets. We make enquiries of over 20 major online gambling, betting and casino providers.
  • Money Management & Transfers
    Payment services such as Paypal and Transferwise are a common way of sending money in exchange for goods and services, and funds can often be left ‘on account’.

* Not all online service providers are regulated by the Financial Conduct Authority which can make enquiries more challenging. Providers may come under alternative regulation, others may be based outside the UK or be unregulated which can present difficulties for Personal Representatives accessing information. Our search focusses on those FCA regulated firms only.

  • Demonstrable due diligence process of all enquiries undertaken
  • Extend your estate identification process to 51 additional organisations

Available to order alongside our Financial Profile Search, the Digital Assets Bolt-On supports your due diligence processes, extending your audit trail to include accounts which may be only accessible online.

£35 + VAT
  • Cryptocurrency exchanges
  • Online gambling houses
  • Money management and transfer services
  • 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
  • We're very happy with the services provided by Estatesearch and find the Financial Profile Service a valuable tool in assisting our clients. In one recent matter undertaking the search meant we discovered an additional £2,500 which we would have otherwise been unaware of, needless to say the beneficiaries were happy with the outcome. Jade Gani, Head of Private Client
  • 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
  • The Estatesearch process is simple and accessing several services in one portal saves so much time. The Financial Profile Service is really useful and great value, supported by excellent customer service. As a firm regularly acting for overseas PRs the Search can be invaluable for discovering UK assets and liabilities. I wouldn’t hesitate in recommending the service to my clients. Helen Green, 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 Edin, 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

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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