Financial Institutions

Individual Tax

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Business Tax

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Insurance Tax

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About Us

Specialist

Inheritance Data is a specialist service which provides probate professionals with a thorough financial asset searching process of financial institutions, to enhance estate administration on deceased clients.

Our service is only available to probate professionals and will be used to help them perform due diligence and maximise search efforts for their clients.

Technology-driven

Currently, probate is a time-consuming and manually-driven process which has not benefited from advances in technology.

Inheritance Data uses a unique combination of robust, secure technology and traditional research methods to request financial institutions to check for lost, dormant and active accounts held on your systems. Our streamlined digital communication process helps us to work with you to find matches as quickly and efficiently as possible.

Collaborative

Inheritance Data encourages a collaborative working relationship with financial institutions, and we believe that our process will have mutual benefits for you and your customers.

We rely on your data to give our clients a quality service but in return, our search requests will help you to cleanse and update your consumer data. This will allow you to proactively keep an accurate account register.

All we require from you in our search request is a yes/no answer as to whether an account in a given name exists on your systems.

Our Process

Our Working Process

Executors and Probate professionals send us requests to financial asset search for an individuals policies and accounts, which could be lost, dormant or still active. We then undertake the following steps to perform a Client Search:

Step 1

Inheritance Data receive a trace form from the Execuctor or probate professional. (Green arrow)

Step 2

Inheritance Data then forward the request on to over 200 financial institutions. (Blue arrows)

Step 3

Using the details provided, the financial institution will search across all of their systems for the person in question. Responses only need to be returned to us in a Yes/No format. (Purple arrows

Step 4

Inheritance Data then gather all financial institution responses for a particular case and file into a report, which available to view through our secure online portal. (Orange arrow)

Once a "match" has been located, the Executor or Administrator will follow up all positive leads using the necessary documentation such as the Will and grant of Probate.