Financial Profile Service

Executors in the United States face an increasing challenge. More financial accounts are held online, fewer families keep paper records, and assets are often spread across multiple providers.

Add a State Level Search

Our report provides a clear and efficient way to support due diligence and uncover estate assets.

$300 + applicable taxes

Nationwide coverage across more than 150 institutions
Real‑time updates and a clear audit trail
Optional state‑level searches for added assurance

Add a State Level Search

The Financial Profile Service gives American estate professionals a clear, reliable way to identify active, online, lost and dormant accounts. Built in collaboration with leading estate specialists and refined internationally, it helps Executors reduce risk, save time and conduct proper due diligence.

As finances move online, paper records are becoming less useful. Accounts may exist across banks, investment platforms, pension providers and insurers, making it difficult to build a full financial picture. Our service is designed to solve this challenge.

We provide a structured, defensible due diligence process with a clear audit trail. Our search streamlines fact‑finding and helps you quickly understand a decedent’s financial affairs so you can administer the estate with confidence.

The service includes a comprehensive search across leading U.S. banks, pension providers, investment firms and insurance companies. You can also order additional state‑specific searches to cover local and regional institutions, helping uncover any active, lost or dormant accounts linked to the estate.

How it works

The Financial Profile Service acts as a powerful administrative tool for estate professionals. Instead of spending hours drafting and sending letters to dozens of financial institutions, our team handles the outreach and notifications for you. We identify where active, dormant or online accounts exist so you can focus your time and expertise on contacting the organisations that hold a confirmed financial profile for the decedent. This streamlined approach reduces manual workload, improves efficiency and helps keep the estate moving without unnecessary delays.

All orders can be placed securely online through our dedicated portal, giving you access to a full range of searches and services. Your final Asset Search report is delivered within 30 business days. During this time, we will notify you in real time of any asset matches we receive, including copies of relevant correspondence, reference numbers and contact details. We will continue to monitor and process any incoming information indefinitely to ensure nothing is missed.

Our service at a glance

Nationwide coverage across more than 150 institutions
We notify and search leading U.S. banks, pension providers, investment firms and insurers to help identify active, online, lost and dormant accounts.
Real‑time updates and a clear audit trail
Notifications, reference details and relevant correspondence are shared as soon as we receive them, helping Executors maintain thorough due diligence throughout the process.
Optional state‑level searches for added assurance
You can expand your search to include local and regional institutions at the state level for an additional fee, helping uncover assets that may only be held at a state or community level.

There are no registration or subscription fees, so you only pay for what you need, when you need it.

Financial Asset Searches have become an integral part of estate administration. We now commission these searches as a matter of course, and have found that it makes the task of information gathering infinitely less time-consuming and difficult.
Tom Bottomley, Partner
I feel by using Estatesearch I am using all possible tools out there to provide the most comprehensive search of a deceased's assets to enable a complete and full administered estate from the get go.
Leonie Adams, Director
The Estatesearch Financial Profile Service gives us a comprehensive and robust due diligence process at the click of a button. Using a combination of data and technology goes beyond what we could reasonably achieve otherwise and Estatesearch have helped us identify additional assets in difficult Court of Protection matters.
Holly Chantler, Head of Private Client
Having used Estatesearch many times I have always found it to be really quick and easy and if any questions the team are always willing to help and discuss matters and have managed to find other accounts for other clients but with less in them which we are all extremely grateful for. Would highly recommend these are done when dealing with any financial matters.
Lynne Ragoubi, Senior Accredited Paralegal
We're very happy with the services provided by Estatesearch and find the Financial Profile Service a valuable tool in assisting our clients. In one recent matter undertaking the search meant we discovered an additional £2,500 which we would have otherwise been unaware of, needless to say the beneficiaries were happy with the outcome.
Jade Gani, Head of Private Client
The Financial Profile Service helps us demonstrate all reasonable due diligence in matters where we're appointed as Executors. In a recent matter the Report helped us identify additional assets which our client and the beneficiary greatly appreciated.
Charlotte Day, Solicitor
The Estatesearch process is simple and accessing several services in one portal saves so much time. The Financial Profile Service is really useful and great value, supported by excellent customer service. As a firm regularly acting for overseas PRs the Search can be invaluable for discovering UK assets and liabilities. I wouldn’t hesitate in recommending the service to my clients.
Helen Green, Solicitor
We use the Financial Profile Service when appointed as Executors to help us clearly demonstrate we’ve met all our statutory duties. The report is clear and easy to use, helping us quickly make targeted additional enquiries to secure estate assets when required.
Rachel Roche, Solicitor Director
The Financial Profile Service helped us efficiently confirm all the estate accounts, and in our latest matter identified a historic pension adding greater value for the beneficiaries and our clients.
Liyen Edin, Biscoes Solicitors
The Estatesearch team are always willing to go the extra mile to help us with our cases and enquiries, using their knowledge and expertise to help us deliver an excellent service while reducing costs for our clients.
Michael Graham, Head of Private Client

Give us a call today, or send a message and we'll get straight back to you.

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