FAQ

Estatesearch is an industry-leading solution for professionals carrying out due diligence in estate administration. 

This includes: 

  • Law Firms and Estate Lawyers 
  • Will Writers and Will Banks  
  • Estate Planning Professionals  
  • Trust Administration Teams  
  • Court of Protection Specialists 

A Financial Asset & Liability Search is a core part of probate due diligence. It helps identify financial connections linked to an individual, including: 

  • Bank and Building Society Accounts  
  • Credit Cards, Loans and Liabilities  
  • Financial Institutions  
  • Potential Dormant or Unclaimed Assets  

We contact hundreds of financial organisations on your behalf to build a comprehensive picture of an individual’s financial position. 

This helps reduce the risk of missing assets and supports a more thorough probate and estate administration process. 

Yes, we offer services internationally. 

For global enquiries, visit:
https://www.estatesearch.com/ 

For UK-specific services, visit:

https://www.estatesearch.co.uk/ 

To set up an account, register here.

Email helpdesk@estatesearch.ca with the name, email and job title of the user you would like added and we can set it up for you.

Email helpdesk@estatesearch.ca with the name and email of the user you would like removed.

Bereavement Matters:

  • a copy of the Death Certificate OR Interim Coroners Certificate;

AND

  • a form of authority appointing you as the executor or to act on their behalf including either Grant of Representation OR the Will OR a signed engagement letter

Mental Capacity Matters:

  • a certified copy of the Deputy Order OR Lasting Power of Attorney OR equivalent;

AND  where you are acting on behalf of the appointed deputy/attorney

  • a signed form of authority (such as an engagement letter) appointing you as professional advisor.

We invoice the account at the end of the each month and have 30 working day payment terms. However, we operate flexibly because we understand that money is not always immediately available from the estate.

Invoices are payable by BACS, Cheques or Direct Debit.

There are no registration or subscription costs. You only pay for the searches you need when you need them. The prices stated on our Services page are what you pay.

We offer a Financial Profile Service ($400+taxes) and a Digital Assets Bolt-On ($60+taxes).

The costs of our services can be found on our Services page.

Unfortunately, we are constrained by restrictions in our contracts with data suppliers meaning that we can only provide our Asset & Liability searches to legal professionals.

Yes, our financial asset service searches for open accounts as well as possible lost or dormant accounts.

We search across 170+ financial institutions, including major banks and their divisions, trust companies, credit unions, transfer agents, insurance companies, and pension providers. Our service is designed to help identify open, closed, active, online, lost, and dormant accounts. We maintain a dynamic list of institutions to reflect regular changes to entity names, mergers and acquisitions in the financial sector.

The information we receive varies by institution. Typically, we confirm whether a relationship exists between the individual and the institution, and we pass that information along to the user to support next steps.

We take data and security protection very seriously and are accredited with Cyber Essentials. Our data privacy policy is available for you to view at any time.

Yes, we offer a dedicated Digital Asset Bolt-On service, which includes searches for cryptocurrency, online trading accounts, and certain online platforms such as gambling accounts.

We conduct a credit search through TransUnion to identify potential liabilities; however, we do not perform specific bankruptcy or insolvency searches.

Yes, we provide best contact details and copies of all correspondence we receive as part of our process.

When activating your account, you will be provided with a username and be able to assign a password.

If these are not working, ensure that you are correctly entering these in the correct case and with no spaces or special characters.

If you are still having problems you can reset your password.

If none of the above works, please email helpdesk@estatesearch.ca and we will resolve any problems.