One instruction. Hundreds of institutions. Tens of thousands of financial products.

The UK financial marketplace contains tens of thousands of banking, savings, pension, insurance and investment products. Estate Resolve helps executors, solicitors and families make extensive searches to identify assets that may otherwise be overlooked.

Institution Search Coverage

We conduct enquiries with over 140 financial institutions, covering banks, building societies, pension providers, insurers, investment managers, share registrars, and court registers representing more than 400 UK financial brands and trading names.

Tracing Across Financial Relationships

Search support is aimed at uncovering current and savings accounts, investments, pensions, insurance products, NS&I holdings, and similar financial relationships that may not be immediately visible to the estate.

Probate-Ready Reporting

You receive a consolidated report of findings suitable for executors, administrators, solicitors, and probate preparation, with a clear audit trail for next-step decisions.

View Sample Reports

Review sample Estate Resolve reports to see how asset findings and institution enquiry progress can be presented for executors, families, and professional advisers.

Open sample reports

Source: Moneyfacts Group Plc