Estate Asset Profile

Aggregates scattered financial footprints into a single, cohesive document for the estate.

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.

4Accounts
2Policies
Bank-Grade Security

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.

Pricing

Core

$400+ tax
  • Notify 100+ Financial Institutions
  • Banks & Credit Unions
  • Life Insurance Policies
  • Investment Accounts
  • Pension Funds
  • Equifax Credit Report
  • Certificate of Due Diligence

Comprehensive

$450+ tax
  • Everything in Core
  • Cryptocurrency Wallets
  • Online Banks
  • Online Gaming
  • Online Investment Brokers
  • P2P Payment Apps

Trusted by the Industry

We work with Canada's leading financial institutions to ensure comprehensive asset discovery. We have successfully received date of death balances from the following institutions, among many others:

RBC
TD
BMO
Scotiabank
CIBC
National Bank
Desjardins
Manulife
Sun Life
Canada Life
iA Financial Group
IG Wealth Management
Chase
Citigroup
MetLife
New York Life
PayPal
PNC
U.S. Bank
Wells Fargo

"We are extremely satisfied with the service provided by Missingwealth. Their expertise uncovered critical information we wouldn't have discovered otherwise, helping us safeguard our client's asset. The Missingwealth Profile is worth every penny for the protection and peace of mind it offers."

— Sandra Smith (Jenkins, Newman & Shipley Law)

RESOURCE CENTER

Get Your Sample Estate Asset Profile

See exactly how we format and present discovered assets for probate and estate administration.

Complete Your Due Diligence