Financial Profile Standard

Our award-winning Financial Profile Standard offers the essential components of a comprehensive and efficient asset & liability search for Executors or Administrators, Deputies or Attorneys

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Confidently identifying the assets and liabilities within an estate is an increasingly challenging and complicated task, with an estimated £20 billion in unclaimed accounts. Searching paper statements is time-consuming and becoming more unreliable as financial services move on-line. The Financial Profile Standard provides the essential components to Professional Executors, Deputies & Administrators in a robust due diligence process. Our search provides comprehensive and detailed due diligence to support an efficient fact-finding process, helping you quickly build a better understanding of your client’s financial affairs in order to effectively manage or administer an estate

Our comprehensive search works by sourcing data and information from a variety of sources demonstrating a clear audit trail of all reasonable steps undertaken;

  • Identity Tracing: we verify personal details against a range of databases including the electoral register and trace previous names and addresses to ensure the most effective search possible
  • Creditor & Liability Search: we perform an electronic check of digital credit data to identify bankruptcy, CCJs, IVAs as well as open & closed current accounts, credit cards, mortgages, loans, utilities and online gambling accounts all delivered within 48 hours
  • Asset Search: we actively notify and search wide range of banks, building societies, investment managers, share registrars, pension providers and insurers to help identify live, online, lost and dormant accounts. We currently notify more than 100 organisations, searching over 400 companies and brands
  • Vulnerability Registration: All subjects of our searches are automatically registered with the vulnerability registration service to prevent identity theft, and risk of fraudsters using the subject’s details to create new accounts or access financial services
  • Protection for Executors from the risk and associated cost of missed assets or liabilities
  • Demonstrable due diligence process of all enquiries undertaken
  • Reduced administrative effort and greater efficiency in identifying assets and liabilities
  • Repatriate missing or lost assets with vulnerable clients
  • Helps prevent risk of fraud and financial abuse

All orders can be placed securely online through our dedicated portal. offering access to a variety of searches and services. We aim to deliver the initial Credits & Liability Search within 24 hours. Our final Asset Search is delivered after 30 working days, during which time we will notify you of relevant asset matches received in real-time including copies of any relevant correspondence, reference numbers and contact details. We will continue to monitor inbound correspondence indefinitely



All our Asset & Liability searches benefit from £2 million Professional Indemnity Insurance cover as standard. There are no registration or subscription fees, so you only pay for what you need, when you need it

  All products

An effective and efficient combined asset & liability search to support essential due diligence for Executors, Deputies & Attorneys.

£155 + VAT
  • Digital Credit & Liability Data
  • Notification to 100's Organisations
  • Prevents Fraud with VRS Registration
  • 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
  • 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
  • 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
  • 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 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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