PROBATE & ESTATE DISCOVERY- Asset Search Form

Estate Asset Investigation & Beneficiary Location Services for Probate Administration

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. We conduct thorough searches of life insurance policies, annuities, and retirement accounts that may benefit the estate. 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.

Probate & Estate Discovery Investigation Request

Questions? Call: (800) 733-1950

CLIENT INFORMATION

ATTORNEY / LAW FIRM NAME:

Today's Date:

CLIENT NAME / REQUESTOR NAME:

Email Address:

OTHER (paralegal, assistant or associate attorney)

Email Address:

Office Phone

Direct / Private Line

Cell Phone

Address *

Comments

Due Date

Client File#

Civil Case#

*RUSH ASSIGNMENT

DECEDENT'S INFORMATION

DECEDENT: First - Midddle - Last Name *

Date of Birth

Maiden Name

Other Legal Names Used

Social Security Number

Spouse's Name

Address

Previous Address

Professional Employment

Field/Specialty

City, State

Non-professional Employment

City, State

Date of Death

State and County where occurred:

Do you have a Death Certificate? If Yes Attach a Copy.

Death Certificate

Yes

Military Veteran?

YES

MIlitary ID Number

Branch of Service

Years of Services

Known Auto Insurance, Life Insurance, & Home Owners Insurance Policies

FLEXIBLE ASSET SEARCH PRICING STRUCTURE

We provide a flexible pricing structure for our asset search services. We understand that different clients have different needs and timelines, we now offer a time vs. service fee scale, allowing you to choose the best option for your requirements.

Imagine you need a bank search completed as quickly as possible. With our new structure, you can opt for a rush service, assuring that your bank search report will be ready within just one week. This option ensures you get the critical information you need without delay, perfect for urgent cases.
In addition to the rush option, we provide three other service levels, each with different report due dates to fit your specific timeline and budget. Here’s a breakdown of our new options:
1. Rush Service: Receive your bank search report within 1 week.
2. Priority Service: Get your report in 2 weeks, balancing speed and cost.
3. Standard Service: A cost-effective option with a 3-week turnaround.
4. Economy Service: Our most affordable option number 4, the report delivered in 4 weeks.
With these four options, you can now choose the service that best aligns with your urgency and financial considerations. At Stryker we’re committed to providing you with the most reliable and timely asset search services tailored to your needs.

KNOWN BANK ACCOUNTS

KNOWN BANKS

SPECIAL INSTRUCTIONS FOR AGENCY - SPECIFIC INFORMATION FOR INVESTIGATION

Please Upload the Following: Probate Letter of Administration or Affidavit for Collection of Personal Property.

Maximum file size: 30MB

- Bank Account & Brokerage Searches Disclaimer -

Stryker requires accurate personal and entity identifiers to search for information. Stryker returns every bank account located, the name of the institution, the corporate address, the number of bank accounts, and the average daily balance (when available). Stryker does not make any guarantees, formal promises, or assurances with respect to the investigation or its results. If all the required identifiers are correct, we will do our best to find every possible asset of a person or business. A locate is considered any open bank account regardless of balance.

Name of Representative Authorizing Services *

BY SUBMITTING THIS FORM TO THE AGENCY YOU AFFIRMATIVELY AGREE TO THE FOLLOWING: 1. LIMITATIONS OF USE AND LIABILITY 2. ALL INFORMATION IS CORRECT. Limitations of Liability. While the information contained in the report(s) provided has been obtained from records data sources deemed reliable, its accuracy cannot be guaranteed due to potential human error in the actual recording of the records. Since this information is not owned by Stryker Investigation Services Inc., and since records data on any one individual, group of individuals, company, or companies can be contained in more than one repository, Stryker Investigation Services Inc., can only rely on its accuracy from the records data sources presently available at the time of the search. This information is furnished for your exclusive use and accepted by you without any liability whatsoever on the part of Stryker Investigation Services Inc., its sources, officers, agents or employees. Furthermore, you agree to indemnify Stryker Investigation Services Inc., its sources, agents, and employees of any liability for the use of this information.

CLOSING COMMENTS:

We sincerely appreciate your confidence in Stryker and look forward to the privilege of working with you on this assignment. If you have any questions, please call us at

(800) 733-1950

Thank you for this assignment.

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Stryker Investigation Services

1 (800) 733-1950