Services

Estatesearch Portal

Introducing our secure on-line portal giving you simple and efficient access to a growing number of services including our award-winning Asset search, the Financial Profile Service. All in one place, all on one invoice for greater efficiency.

Impressively simple
Elegantly efficient
No registration or subscription fees

Asset Searches

Financial Profile Service

An effective and efficient asset search to support essential due diligence for Executors

$400 + applicable taxes

Notification to 100's Organizations
Demonstrable due diligence in the form of a report for audit purposes
Mitigation against the risk of missed estate assets

Digital Assets Bolt-On

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

$60 + applicable taxes

Cryptocurrency
Online Gambling
Digital Banks, Online Payments & Investments

Insurance & Sureties

Estate Surety Bonds

Providing an innovative range of insurance services to help estate professionals navigate the complexities of estate administration.

$POA +applicable taxes

Estate Administration Bond
Foreign Executor & Guardianship Bond
Lost Instrument Bond

Other Services

Will Data Management Service

Ensure your Will data is clean and compliant with our screening, cleansing and notification services.

POA

Check the overall health of the data on file
Rectify address anomalies and identify deceased subjects
Ongoing notification to inform you of future changes