Estate asset tracing

You are administering
an estate. What did
they not tell you about?

Old share certificates. A bank account from a previous life. A company dissolved twenty years ago that still owned something. A pension from a job in the seventies. Executors are expected to gather in the whole estate, and the whole estate is rarely in the paperwork left behind. We find the rest.

What we look for

Bank and building society accounts. Shareholdings, lost certificates and unclaimed dividends held by registrars. Pensions and life policies. Property and land in either jurisdiction. Interests in companies, including dissolved companies whose assets passed to the Crown and can be recovered by restoration.

What you receive

A written schedule of assets found, with the evidence and the route to reclaim each one. Where reclaiming needs a process, restoration of a dissolved company for instance, we run it. Where it needs a solicitor, ours are already in place.

Pricing

Fixed fee search, quoted on instruction, or a percentage of what is recovered where the estate would rather not fund fees up front.

Questions

Asked before, answered here.

Do I need to be the executor?

Executors and administrators instruct most often, but families can instruct a search before confirmation or probate to know what the estate contains.

What if you find nothing?

The written schedule says so, and the estate has certainty. On percentage terms, you pay nothing.

Scottish estates?

Yes. Confirmation, the KLTR and the Scottish registers are home ground.

How long?

An initial search within ten working days; recoveries run at the pace of the institutions involved.

Instruct

Start a search.

The deceased's name, dates, last addresses, and anything you already suspect. We confirm scope and fee the same day.

Acknowledged same day. Alternatively call +44 (0) 203 940 9182.