Missingwealth Profile

Reduce risk for your clients by streamlining estate due diligence with a complete profile of estate assets and liabilities.

What is the Missingwealth Profile

Asset & Liability Search

Missingwealth Profile is a tool for estate law firm or trust company to provide peace of mind to their clients thorough due diligence on identifying assets and liabilities for the estate.  We contact banks, credit unions, stock transfer agents, pension plan providers, life insurance companies and credit bureaus to confirm accounts belonging to the estate.  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

  • Investments

  • Life Insurance

  • Pensions

  • Bankruptcy

  • Installment Payments

  • Revolving Credit

  • Mortgages

  • Collections

  • Open Loans

  • Past Employers

  • Alternate Names

  • Alternate Addresses

How it works

Intake

A company, such as a law firm or a trust company, provides information about a 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

Company receives an easy to read report, ready to be shared with clients ​

Our partners deliver real results

+ 100 other organizations

Our customers love our service

  • 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)

  • What truly sets Missingwealth apart is their unwavering dedication to their clients’ needs. They approached our case with a level of diligence and care that surpassed my expectations. Knowing that I had their support gave me the confidence and peace of mind necessary to navigate through a challenging time.​

    Sarah H. (Customer)

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.