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FINANCIAL ASSET SEARCH

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Financial asset search for estate administration.

Inheritance Data is the UK's leading financial asset searching platform and is devised to explore financial institutions' records to establish the deceased’s full financial history and expose ALL assets which are owed to the estate during estate administration. 

Acting on behalf of probate professionals, Inheritance Data contacts over 200 financial institutions across the UK.

Why use the Inheritance Data financial asset search?

Our market leading online portal enables probate professionals to search UK financial institutions and their 350 databases, The DWP, The Pension Tracing Service, Unclaimed Asset Register and My Lost Account, using only one query. We receive direct correspondence confirming a customer match from financial institutions, which we then pass onto you in an online report, updated live as responses are received.

Our ultimate aim is to ensure that the financial asset search for accounts and policies is as easy as possible for all parties involved. If you would like to find out more, click one of the following options below.

Missing asset searches are an important part of our estate administration service and something we strongly recommend to clients. We have recently started using Inheritance Data and have been impressed with the user-friendly system and the speed at which we receive the information. The ‘live reporting’ enables us to investigate new assets promptly ensuring we are able to progress the administration efficiently. I would highly recommend and my team would echo that!

Sarah Walker, Principle Associate - Weightmans

Making sure we find all the assets in an estate is a daily challenge for us. Since we started using Inheritance Data, we now have the increased confidence that no assets are left untraced, and our clients are getting the best possible service. The live reporting gives our team up to the minute data that helps us to update our clients efficiently and swiftly. We recommend using Inheritance Data on all our estates.

Nino Cuffaro, Wills, Tax, Trusts and Probate - Moreland & Co.

Title Research are pleased to offer Financial Asset Searches, powered by Inheritance Data, as an additional service to help support our Solicitor clients throughout the estate administration process. The feedback we’ve received so far has been very positive and our clients feel confident that they’re reducing the risk of additional assets being discovered at a later date.
Over the coming years, we hope to see a change in perspective so Financial Asset Searches are treated in the same respect as identity checks and, therefore, they are conducted on every estate.

Anthony Allsopp, Head of Business - Title Research

When we speak to families dealing with a bereavement, they are often not confident that they’re aware of all of the deceased’s assets. By offering Inheritance Data’s Financial Asset Search alongside our probate and estate administration services, we can provide additional peace of mind that all of the deceased’s assets are located and handled accordingly. Since we started using the service, we have uncovered numerous accounts that families were unaware of. This is providing additional funds to beneficiaries and fulfilling the role and responsibility as Executor. We would highly recommend an asset search to ensure all assets are located.

Nigel Merchant, Technical Manager - Kings Court Trust

Solicitor

We’ll provide financial institution searches for your clients which will help you perform due diligence and speed up the probate administration process.

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Financial Institution

We’ll provide you with deceased person data for free mortality screening, enabling you to update account records, meet regulations and unite your customers with assets.

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