Start a Case

Submit Your Estate Enquiry Securely

Provide the estate details, upload supporting documents if available, and continue to secure payment to open the case.

Case Preparation

Open the matter with the details we need most

This intake form is designed to gather the core estate facts so we can assess the instruction properly. Please include the key identity and authority documents where available. Once the form is complete, you will be redirected to secure payment for the selected service option. Standard searches start from £175.

Deceased person details

Full name

Date of birth

Date of death

National Insurance number

Your details

Full name

Address

Service option

For high net worth or bespoke international matters, please use the professional enquiry route for an individually scoped quote.

Postal code

Email address

Contact number

Your relationship to the estate

Case background

Known institutions or account clues

Any additional relevant information

Required supporting documents

Please upload copies of the documents below so we can verify the estate instruction and your authority to act.

Up to 6 files

Secure document upload

Drag files here or select them manually. Accepted file types: PDF, JPG, and PNG. Maximum size is 10MB per file.

application/pdf, image/jpeg, image/png

Declaration and consent

I confirm that I have authority, or a legitimate basis, to submit this estate enquiry.I consent to Estate Resolve processing this information for the purpose of assessing and handling the enquiry in accordance with the privacy policy.

Documents to Upload

Please provide copies of the following documents to help us process your enquiry and verify authority to act on behalf of the estate:

✓ Death Certificate (required)
A clear copy of the deceased's death certificate.
✓ Proof of Identity (required)
A valid passport, driving licence or other government-issued photo identification for the instructing party.
✓ Proof of Address (required)
A recent proof of address for the instructing party, dated within the last 3 months, such as a utility bill, bank statement, council tax bill or other official correspondence. Financial information may be redacted, provided the name, address and date remain clearly visible.
✓ Completed Estate Resolve Authority to Act Form (required)
Download, complete, sign and upload the Estate Resolve Authority to Act Form, authorising Estate Resolve to make enquiries with banks, building societies, pension providers, insurers, investment managers and other relevant organisations on behalf of the estate.
✓ Will, Grant of Probate or Letters of Administration (where available)
Please provide any probate documentation already obtained or a copy of the will showing the named executor.

Download the Authority to Act Form

Please download this form, complete it, sign it, and include it with your supporting documents when opening the case.

Download authority form

Security & Confidentiality

All documents are transmitted via a secure encrypted connection and handled in accordance with applicable data protection requirements.

Need to talk it through first?

If you are unsure whether the estate is ready for a formal search, contact us first and we will explain the preparation stage and likely next steps.

Book a consultation

contact@estateresolve.co.uk 020 3951 5065

What happens next?

After payment is confirmed, we issue the case reference by email, begin the financial search process

Ask a question first