TRUSTED BY LEADING ESTATE PROFESSIONALS

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.

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Independent.Unbiased data sourcing
Verifiable.Auditable paper trail
Defensible.Demonstrable due diligence
MW-92841

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: 11/2/2026

TOTAL ASSETS FOUND
FOR ALL CLIENTS
$0
Verified

Trusted by professionals at

Hummingbird Lawyers LLPBlaney McMurtryFinancial ConciergeFP LawHGR Graham PartnersMilton Estate LawPregler LawProbate AllyRose LawJenkins, Newman & Shipley Law

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.

Support

Frequently Asked Questions

Common questions about our process, timeline, and deliverables.

A credit report only lists liabilities (debts) and inquiries. It does not list assets like bank account balances, insurance policies, or brokerage accounts. Our Estate Asset Profile combines credit data with active legal outreach to financial institutions to positively identify and verify assets.
Yes. To legally request information from financial institutions regarding a decedent's accounts, we must present valid authority along with the Death Certificate.
An initial report is delivered within five business days summarizing notifications issued and early responses received. A comprehensive follow-up report is provided at thirty business days, reflecting institutional responses received during the search period. Any material correspondence received after thirty business days will be forwarded and documented accordingly.
Missingwealth offers separate Estate Asset Profile searches for the United States and Canada. Each jurisdiction is conducted independently due to regulatory and institutional differences.
A 'nil' result remains an important component of the estate record. We provide a documented report summarizing the institutions contacted and the responses received. This record supports the executor's demonstration of reasonable due diligence in identifying financial assets.

Yes. We recommend EstateExec, a leading estate administration platform designed to help executors and estate professionals manage estate tasks, track assets and liabilities, organize documents, and generate accounting reports in one centralized system.

While Missingwealth focuses on asset discovery and financial institution notifications, EstateExec helps organize and manage the overall administration process. Many of our clients find that using both services together creates a more efficient and organized estate workflow.

Learn more about EstateExec here.

Still have questions?

Our support team is available Mon-Fri, 9am-6pm EST.

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.