inheritance-data
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Individual Tax

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Business Tax

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Insurance Tax

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Our Services

Our Services

Financial Asset Search

Contact over 200 Financial Institutions and 350 Financial Databases to search for all types of account or policy that may be due to an estate, prior to estate distribution. 

Liability Search

Using our trusted partner Equifax, we offer a complete credit data check of the deceased to look for any liabilities an estate may have, prior to administration, such as Open and closed current accounts, credit cards, mortgages, pay day loans and other estate liabilities. 

Will Search

Having partnered with The National Will Register, search over 9.4 million Wills with a one search form. Certainty Will Search is proven to reduce the risk of distributing an estate during probate on an assumed intestacy basis or when a Will or later Will may exist

Section 27 Notice

Having partnered with The National Will Register, search over 9.4 million Wills with a one search form. Certainty Will Search is proven to reduce the risk of distributing an estate during probate on an assumed intestacy basis or when a Will or later Will may exist

Our Process

Our Working Process

Step 1

Inheritance Data receive an online trace form from the executor or probate professional, which includes the client name, date of birth and known addresses.

Step 2

Inheritance Data then forward the request on to over 200 financial institutions and 350 financial databases

Step 3

Using the information provided, the financial institution will search for the person in question. Responses are returned to us in a Yes/No format.

Step 4

Inheritance Data provide an online report in live time, detailing all accounts located along with any documentation issued by each