Estate Asset Discovery & Verification
Moving beyond basic verification, our defensible protocol executes active outreach across over 100 institutions to unearth the hidden accounts and digital wealth other searches miss. With over $100M in assets discovered for dozens of premier firms, we provide the exhaustive inventory required to maximize estate value and fulfill your fiduciary duty.
Estate Asset Profile
Bank Accounts
3 Active accounts located.
Investments
Brokerage & Mutual Funds.
Insurance
Term life policy identified.
Pension Funds
Defined benefit plan located.
Digital Assets
Coinbase wallet identified.
Certified by Missingwealth
Generated: 6/17/2026
Trusted by professionals at
THE DELIVERABLE
More Than Just a Search. A Complete Profile.
We go beyond passive searches. We actively notify financial institutions of death to flush out unknown assets and liabilities.
Direct Institution Notification
We actively reach out to over a hundred financial institutions to notify them of death and confirm assets belonging to the deceased. This “active query” method uncovers accounts and policies that do not appear in public databases.
Credit & Liability Tracing
We utilize Equifax credit reports to build a comprehensive estate asset profile of the deceased. This allows us to identify open lines of credit, outstanding liabilities, and address history to complement our direct institution notification.
Targeted Policy & Publication Search
We augment our outreach with specialized searches of the Life Policy Registry to find lost life insurance, and cross-reference unclaimed property publications to capture assets published in compliance notices.
Tailored for Estate Professionals
Legal Defense
Protect your practice and client.
Ensure Fiduciary Compliance
Enhance your counsel with an institutional-grade discovery & verification process. We provide the demonstrable due diligence required to protect your firm from liability while ensuring your clients receive a truly comprehensive accounting of the estate’s value.
- Accelerate Probate Filings: Move from fragmented records to a verified inventory faster, reducing delays in court applications.
- Neutral Third-Party Verification: Provide beneficiaries with independent proof of discovery, mitigating conflict and perceived bias.
- Operational Efficiency: Reallocate firm resources by replacing manual bank outreach and "desk drawer" forensic work with our automated protocol.
Ready to secure the estate?
Join the dozens of premier firms and professional fiduciaries who rely on the Estate Asset Profile for exhaustive discovery and demonstrable due diligence.
RESOURCE CENTER
Get Your Sample Estate Asset Profile
See exactly how we format and present discovered assets for probate and estate administration.