I was firstly very impressed at the speed of the initial responses and the detail contained within the report. I was unaware the report would contain details on utility suppliers, which was extremely helpful, as the deceased did not leave a paper trail in relation to these. The other feature which I found extremely useful was the fact Inheritance Date confirmed whether the assets were current or not and details were provided where Policies were encashed in the past etc. This saved us a lot of time and legwork at our side. Overall, I would emphatically recommend Inheritance Data to my colleagues and to other Firms Over the coming years, we hope to see a change in perspective so Financial Asset Searches are treated in the same respect as identity checks and, therefore, they are conducted on every estate.

When we speak to families dealing with a bereavement, they are often not confident that they’re aware of all of the deceased’s assets. By offering Inheritance Data’s Financial Asset Search alongside our probate and estate administration services, we can provide additional peace of mind that all of the deceased’s assets are located and handled accordingly. Since we started using the service, we have uncovered numerous accounts that families were unaware of. This is providing additional funds to beneficiaries and fulfilling the role and responsibility as Executor. We would highly recommend an asset search to ensure all assets are located.

Our firm have been using Inheritance Data for assets searches for a while, the website is very easy to use both to place a search and check the progress of the search. The searches often pick up assets that the Executors were not aware of, which allows us to make the necessary enquiries and ensure that the estate is dealt with in a timely manner.

We regularly use Inheritance Data’s services, often on our estate administration files, and would be very happy to recommend them to other legal professionals. They have always been helpful, efficient and quick to respond to any queries and are always willing to assist wherever possible. We particularly find their Asset & Liability Search useful to ensure that all information about an estate has been obtained.