As part of the estate administration process, we conduct searches to gather information about any lost, dormant or unknown financial assets.
We seek to identify all accounts held in the name of the deceased, including:
- Personal and occupational pensions
- Life assurance policies
- Unit trusts and investment trusts
- Bank and building society accounts
- FTSE100 shares
- Investment bonds and NS&I
This is an essential part of due diligence, and ensures no assets or debts are overlooked.
It makes sense for busy lawyers, individuals and charities to outsource this time-consuming role to us.