State Specific Search

Expand your search to include local and regional institutions at the state level. State-specific searches must be ordered in conjunction with the national search.
For enhanced assurance, our state specific add-on extends coverage to local and regional institutions, supporting a complete due diligence process.
$70 + applicable taxes
  • $70 per state
  • Available only as an add-on to the national search
  • Expands visibility into locally held accounts
Unlock Additional Estate Assets with State‑Level Search Coverage

 

Billions of dollars in unclaimed assets sit at the state level across the United States. State treasurers collectively hold more than $70 billion in unclaimed property, affecting roughly one in seven Americans. Major states manage significant dormant balances, including an estimated $15 billion in California, more than $10.5 billion in Texas, and around $4.8 billion in Ohio, highlighting just how much value may be held at the state level rather than by national institutions.

In addition to unclaimed property, many states also hold unclaimed surplus funds from tax sales and foreclosure processes. At least $2.1 billion in surplus funds is currently sitting in county and state accounts nationwide, with individual states such as California, Florida, New York and Texas each retaining hundreds of millions of dollars.

Because financial institutions are required to transfer dormant assets to state authorities after a period of inactivity, many accounts never appear in nationwide searches. These state‑held assets often include dormant checking or savings accounts, uncashed checks, unpaid insurance proceeds, investment balances and other financial items that may only be discoverable through a targeted state‑level search.

This add‑on search is especially valuable when a decedent has lived in multiple states throughout their life, increasing the likelihood of local bank accounts, state‑held unclaimed property or regional financial assets that may not appear in a nationwide search.

By expanding your search to include local and regional institutions, you gain a clearer, more complete view of the estate and significantly reduce the risk of missed assets.

 

  • Uncovers assets held by individual states
  • Reveals local accounts and state‑held funds
  • Ideal for decedents who lived in multiple states

 

 

  • 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
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