Are you an executor in a family member’s will?
Do you need assistance finding assets?Are you an attorney or estate administrator struggling to locate all assets for your probate case? Have you encountered roadblocks trying to find undisclosed accounts and property? Are you concerned there might be forgotten assets that should be included in the estate?
Probate and Estate Discovery Services and Investigations
Probate and Estate Discovery: Expert Investigator assists family members, executor or administrator find accounts, life insurance and assets.
Probate and Estate Discovery Services and Investigations can be a complex and daunting process. Our specialized discovery process can search nationwide to find bank accounts, brokerage accounts, property, unknown business interests, and assets that are forgotten about and not disclosed in the will. A professional probate private investigator must conduct the estate discovery investigation. Using a professional to assist in the estate discovery process can be advantageous for the investigation. An experienced investigator will already be familiar with the legal issues presented during this process and have the experience to navigate the obstacles effectively. The private investigator can obtain information about accounts, business partnerships, and assets in other states or countries. Without discovery, there would be no mechanism in place to identify these valuable assets and information.
Our Probate and Estate Discovery Services Investigator can help counsel surviving family members, the administrator of the estate, or the executor find missing or unknown bank accounts and assist in identifying insurance policies. When preparing an estate inventory, an estate’s executor must conduct a search for all of the decedent’s assets, including hidden assets. The decedent’s important papers will include information about the decedent’s assets, including bank and brokerage statements, stock and bond certificates, life insurance policies, corporate records, car and boat titles, and deeds; and information about the decedent’s debts, including utility bills, credit card bills, mortgages, personal loans, medical bills, and the funeral bill.
WHAT’S THE DIFFERENCE?
While the terms “administrator” and “executor” are often used interchangeably in estate matters, they have distinct legal meanings. An administrator is typically appointed by the court to manage a deceased person’s estate when no will exists or when the will doesn’t name an executor. An executor, on the other hand, is specifically designated within a person’s will to handle their affairs after death, carrying out the explicit wishes outlined in the testamentary document. This distinction becomes particularly important during probate proceedings, as it affects how the estate representative is appointed and what legal authorities they possess.
Probate and Estate Discovery Investigation for Probate Administration
Probate and Estate Discovery Services: Navigating the complexities of probate and estate discovery can be challenging. Our Probate Investigators are here to assist legal counsel, surviving family members, estate administrators, and executors in locating and identifying missing or unknown assets. These assets may include bank accounts, life insurance policies, brokerage accounts, and property owned by the decedent or associated companies.
- Understand probate and estate discovery with our insights.
- We specialize in estate discovery investigations to uncover unknown assets for counsel and the administrator.
- Thorough estate discovery investigations are vital for executors in probate. Learn how to identify all assets and important documents.
- Learn how probate and estate discovery can unveil hidden assets through professional estate discovery investigations and expert assistance.
When preparing an estate inventory, it’s crucial for the executor to thoroughly search for all assets, including those that may be hidden. Important documents typically reveal essential information about the decedent’s financial holdings and obligations. These documents include bank and brokerage statements, stock and bond certificates, life insurance policies, corporate records, car and boat titles, deeds, and details about any debts, such as utility bills, credit card statements, mortgages, personal loans, medical bills, and funeral expenses.
Probate and Estate Discovery Services and Investigations
Insurance Policy - Life Insurance Policy Search for Probate and Estate Discovery
Our team ensures that no asset goes unnoticed, providing peace of mind during the probate process.
Overview of Probate & Estate Discovery Services and the Asset Searches:
- Financial Accounts (Statewide or Nationwide Bank Account Search, Brokerage, Mutual Fund, and Retirement Accounts)
- Life Insurance Policies and Annuity Contracts
- Personal/Family Trusts
- Real Property and Tangible Assets (Motor Vehicles, Aircraft, Boats)
- Business Interests (Including Private Companies, Shell Corporations, and Special-Purpose LLCs)
The individual (or bank or trust company) that is appointed to settle the estate of the testator under a will is called an executor or personal representative. If there is no will, a person, usually a family member, will be appointed to deal with the decedent’s estate, and the appointed person is called an administrator.
Probate & Estate Discovery Services
An experienced probate asset investigator can help surviving family members, estate administrators, or executors locate missing or unknown bank accounts and identify life insurance policies. Using Stryker’s professional probate investigator during the estate discovery process can provide significant advantages for the investigation.
