01
Submit Your Case
Share the deceased's details, your role, and any known financial leads through our intake process.
The Process
Managing a loved one's estate is never easy. Our aim is to help reduce uncertainty, simplify the search for financial assets, and make the estate administration process as smooth and manageable as possible.
Our process is designed to bring structure, transparency, and consistency to the search phase through the use of technology-enabled workflows, systematic data analysis, and professionally governed procedures from initial instruction through to final reporting.
What to Expect
Estate Resolve may only undertake enquiries where authorised by the executor named in the will, the person entitled to administer the estate, or a solicitor acting on their behalf. Please download and sign the Authority to Act form before submitting your instructions.
Download authority formEach instruction begins with an authority and scope review. Once that is clear, we open the matter, contact relevant institutions, track responses, and assemble a formal findings report for the estate record.
The aim is not simply to contact as many institutions as possible. The aim is to carry out a careful, evidenced search that helps the executor or adviser act with confidence.
The Process
How Your Case Is Handled
A calm, structured process designed for families and advisers who need professional guidance rather than technical complexity.
02
Secure Instruction
We confirm the brief, authority to act, and the fixed fee before the search begins.
03
Institution Search
Our team contacts relevant financial institutions and traces accounts and investments.
04
Receive Your Report
You receive a formal findings report with the next actions needed for probate or estate administration.
Each stage is documented clearly so the family or instructing adviser understands what is happening, what has been requested, and what the next decision point will be.