Digital Assets Bolt-On

All Products
Digital assets are anything owned in digital form. Some may hold financial value and should be included as part of the deceased’s estate.
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

Digital Assets are increasingly common in asset discovery as technology continues to expand into our modern lives.

Our Digital Assets Search is available to order alongside our Financial Profile Service, extending inquiries to an additional 55 organizations and online service providers.

Identifying digital assets is an area of increasing importance, in estate planning and administration, as there may be cases where these hold real value, such as cryptocurrency and should be considered part of the estate.

The Digital Assets Search supports your due diligence processes when your client is presumed to have held digital assets of financial value, extending your audit trail to include accounts which may be only accessible online.

  • Extend your estate identification process to 55 additional organizations
  • Demonstrate due diligence with a full audit trail of enquiries

The search covers:

Cryptocurrency
Research suggests that 6.8 million Canadian adults held cryptocurrency in 2023. Our search includes enquiries of popular cryptocurrency exchanges and trading currencies including Bitcoin and Ethereum.

Online Gambling
Increasingly popular, online gambling accounts need to be identified and closed to settle any outstanding balance accounts. However they may be in credit and form part of the estate assets. We make enquiries of major online gambling, betting and casino providers.

Digital Banks, Online Payments & Investments
Digital Bank usage continued to rise with an estimated 78% of Canadians using digital channels to conduct most of their banking transactions. Online payment portals and investment platforms are also popular. We make enquiries of a wide range of organizations operating in this space.

  • "Estatesearch is easy to use and provides definite results. Customer support is second to none."
    Andrea Hogan, Law Clerk, Tupman & Bloom LLP
  • "The team at Estatesearch are great to work with. As a law clerk handling multiple estate administration files, having the ability to utilize Estatesearch to reach out to 160+ financial institutions and pension funds to determine if a deceased held a profile with them, allows me to focus on other aspects of the file without having to write 160+ letters. Once the Estatesearch report is generated, it allows me to narrow the search for assets and write to those institutions who have a customer profile.
    Jennifer Campbell, Law Clerk, Fasken LLP
  • "Estatesearch provides an invaluable tool to assist Executors and law offices in collecting very important information about the estate. It has grown significantly in a short period of time and I feel like I am leaving clients in very competent hands when I recommend Estatesearch."
    Nicole Brion, Law Clerk, Hull & Hull
  • "Great option overall to serve my client's needs, but more important is the level of customer service and attention to all my needs I receive regularly from the team at Estatesearch."
    Rami Aziz, Wills, Trusts & Estates Lawyer, Nanda & Associate Lawyers
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