Probate and Estate Discovery Investigation can help counsel surviving family members, the administrator of the estate, or the executor find missing or unknown assets, property, bank accounts, retirement accounts, and assist in identifying insurance policies.  A comprehensive probate and estate discovery investigation provides detailed reporting on decedent’s assets, including previously unknown or unclaimed accounts, property holdings, and potential estate assets. Our investigation examines banking relationships, financial accounts, safe deposit boxes, and investment portfolios.

The investigation includes verification of real property ownership, property deed records, and related liens or encumbrances. We identify business interests, corporate holdings, and ownership stakes in various entities. Our search encompasses both active and dormant accounts across financial institutions. The investigation examines recent asset transfers, property transactions, and estate planning documents. We verify vehicle registrations, equipment ownership, and other tangible assets when available. The search includes both publicly recorded documents and private source verification to create a complete financial profile of the estate. These estate discovery services are available for both statewide and nationwide investigations to ensure thorough asset identification for proper probate administration. Specialized searches for life insurance policies are available upon request to identify additional assets that may benefit the estate. These supplementary investigations are priced separately from the standard asset search.

REQUIRED PROBATE INFORMATION

Each search requires the subject’s unique identifier data (UID) information, including name, date of birth, Social Security number, and address, to ensure accurate results.

• Death Certificate: A certified copy of the deceased’s death certificate is a primary requirement.
• Letters of Administration: Are issued by a court authorizing an individual, called an administrator, to manage the assets and debts of a deceased person’s estate
• Copy of the Administrator’s: Driver’s License for identification purposes only.