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
Assets Search
$150
We contact financial institutions including banks, credit unions, stock brokers and transfer agents, pension plan providers, and life insurance companies. 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
Liabilities Search
$50
We contact Equifax to obtain alternate 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.
Bankruptcy
Installment Payments
Revolving Credit
Mortgages
Collections
Open Loans
Past Employers
Alternate Names
Alternate Addresses
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
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.