Our estate discovery methodology uses active legal notification to bridge the gap between initial family records and the total financial truth, uncovering assets and liabilities beyond what is currently known.
We do not simply hand you a raw list of data. You receive a structured Fiduciary Asset Report designed for court filings and beneficiary transparency.
Confirmed balances, account numbers, and institution contacts.
Identified debts and open lines of credit.
A record of institutions contacted that confirmed no assets exist (crucial for defending against future claims).
A statement of methodology to support your fiduciary duty.