For Solicitors

One Instruction. One Comprehensive Estate Asset Search.

We help cut through a marketplace of thousands of financial products* to identify potential estate assets.

*Source: Moneyfacts Group research into the UK banking, savings, pension, insurance and investment marketplace.

For Solicitors & Professional Executors

Documented search support for professional estate administration

Estate Resolve provides discreet, documented asset and liability search support for solicitors, executors and professional advisers dealing with deceased estates.

Our service helps identify possible UK and international financial assets, including bank accounts, building society accounts, pensions, insurance policies, investments and shareholdings. We provide a clear detailed report showing the institutions contacted, the responses received, and any further action required.

This can assist solicitors in demonstrating that reasonable enquiries have been made before an estate is finalised, helping reduce the risk of later-discovered assets, beneficiary disputes, delays, or questions over the administration of the estate.

Helps executors and solicitors identify estate assets and liabilities more efficiently and with less administration.

Compliance, Confidentiality & Documentation

We understand the importance of compliance, confidentiality and professional record-keeping in estate administration.

We request only the information necessary to carry out the search and provide a documented audit trail of enquiries made.

• evidence of reasonable asset enquiries;
• clear reporting for the estate file;
• GDPR-conscious handling of personal data;
• secure document collection;
• confidentiality throughout the process;
• a record of institutions contacted and responses received.

We do not handle client money and we do not administer the estate. Our role is limited to asset research, reporting and enquiry support.

Service Options

Structured search packages for straightforward, complex, and international estate matters

1. Standard Estate Search

£175

For straightforward UK estates where the executor or solicitor requires a structured search across banks, building societies, insurers, pension providers, investment institutions, dormant assets and unclaimed court funds.

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2. Asset & Liability Search

£210

Includes everything within the Standard Estate Search together with searches for potential liabilities and financial exposures.

• County Court Judgments (CCJs)
• Insolvency records
• Bankruptcy records
• Office of the Public Guardian (OPG) checks
• Credit bureau and credit reference data where available and appropriate
• Other publicly accessible insolvency and liability registers
• Company directorships

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3. International Estate Search

£350

Includes all elements of the Standard Estate Search and Asset & Liability Search, together with enquiries relating to overseas assets and financial interests.

• United Kingdom
• United States
• Canada
• Australia
• France
• New Zealand

Additional jurisdictions may be considered on request.

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4. High Net Worth & Bespoke International Estate Search

Fee on demand

Our most comprehensive search package for larger, higher-value or more complex estates, including enhanced research for cross-border and specialist matters.

• Multiple asset classes
• Historic investments
• Business interests and directorships
• Private company shareholdings
• Extensive pension arrangements
• Insurance portfolios
• Trust interests
• Cross-border assets and financial relationships
• Complex family or beneficiary structures

Fee on demand, individually scoped according to the jurisdiction, complexity of the estate and the nature of the enquiries required.

Request a scoped quote

Service Comparison

Feature	Standard Estate Search (£175)	Asset & Liability Search (£210)	International Estate Search (£350)
Banks & Building Societies	✓	✓	✓
Pension Providers	✓	✓	✓
Life Insurance Providers	✓	✓	✓
Investment Institutions	✓	✓	✓
Dormant Assets	✓	✓	✓
Unclaimed Court Funds	✓	✓	✓
Share Registrars		✓	✓
Company Directorships		✓	✓
County Court Judgments (CCJs)		✓	✓
Bankruptcy Records		✓	✓
Insolvency Records		✓	✓
Office of the Public Guardian (OPG) Checks		✓	✓
Publicly Available Liability Registers		✓	✓
Identity Trace & Address History Research		✓	✓
United States			✓
Canada			✓
Australia			✓
France			✓
New Zealand			✓

All searches are subject to the documentation provided, applicable laws, data availability and the requirements of the relevant institutions and jurisdictions.

Start a Professional Enquiry

Please complete the form below and we will respond within two working days

Why solicitors use Estate Resolve

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.

Source: Moneyfacts Group Plc