Missingwealth Profile
Reduce risk for your clients by streamlining estate due diligence with a complete profile of estate assets and liabilities.
How it works
Intake
Law firm provides information about deceased, Death Certificate, Letter of Direction, and other supporting documents
Search
Missingwealth reaches out to 100+ organizations for assets and liabilities, and consolidates responses
Report
Law firm receives an easy to read report, ready to be shared with clients
What is the Missingwealth Profile
We contact over a hundred financial institutions including banks, stock brokers and transfer agents, pension providers, life insurance companies, and government unclaimed property registries. We round out the profile with data from an Equifax credit report including other names and addresses the deceased may have gone by, a listing of former employers and a comprehensive view of liabilities including revolving credit, mortgages, installment payments, open loans, and any records of bankruptcy or collections. An initial report is delivered within 5 business days and a final report is sent after 30 business days which includes responses from financial institutions.
Banks
Credit Unions
Stocks
Pensions
Life Insurance
Alternate Names
Alternate Addresses
Past Employers
Revolving Credit
Mortgages
Installment Payments
Open Loans
Bankruptcies
Collections
Our partners deliver real results
+ 100 other organizations
Sample Missingwealth Profile
Fill out the form to get a sample report of what to expect with the Missingwealth Profile. We’d be happy to discuss how using the Missingwealth Profile can help you with your estate administration cases.