Financial Asset Search

  • Most reports can be found for free
  • Easy and quick to do
  • Trace all Assets prior to distribution of the estate
  • Protect your liabilities
Financial Asset Search

How does a Financial Asset Search help you?

Executors have a duty to locate all the assets due to an estate and must demonstrate that they have conducted a thorough search of where assets may have been held by the deceased. 

An Asset Search helps executors, personal representatives or administrators:

  • Perform due diligence when undertaking your duty as Executor or Administrator.
  • Reduce risk of locating assets in the future and incurring expensive legal costs.
  • Reduce administration time whilst ensuring all relevant financial institutions are contacted.
  • Uncover accounts & policies that may not have been known to the family or Executor.
  • Maximise estate value in a cost-efficient way.
  • Mitigate HMRC fines for understated Inheritance Tax.

What Asset Searches can be done for Free?

  • My Lost Account: A free service to help you find lost bank, building society or National Savings & Investments accounts held by the deceased. You can request a search for free on the My Lost Account Website.

  • Gretel - A free service to help you trace pensions, life insurance policies, shares, bank accounts, investments and child trust funds. It is suitable for executors, administrators or personal representatives. Visit the Gretel Website to find out more.

  • The Pension Tracing Service: The Pension Tracing Service is a free government service. It searches a database of more than 200,000 workplace and personal pension schemes to try to find the contact details you need. You can phone the Pension Tracing Service on 0800 731 0193 or visit the pension tracing service website to search their online directory for contact details.

What other Asset Searches might an Executor need to purchase?

Related Probate Insurance Pages

About the Author

Rob Faulkner CEO of Insuristic

Hi, I'm Rob, CEO and Founder of Insuristic. My mission is to make insurance easier to understand and buy online.

I hold an Advanced Diploma in Insurance (ACII) which demonstrates I have a solid technical understanding of Insurance and have committed to continuous professional development. I am also a member of the Chartered Insurance Institute and hold the a Chartered Insurance Broker status.

Over the last 27 years, I have worked for insurers, insurance brokers and insurance technology businesses, specialising in product, sales and marketing.

You can find out more about me on my author page.

Follow us on Social

Insuristic Logo

Insuristic Limited is an Appointed Representative of SJL (Worcester) Ltd, who are authorised and regulated by the Financial Conduct Authority with the reference number 763599.  This can be checked by visiting https://register.fca.org.uk/s/

Registered Office: Unit 2, 262 Walsall Road, Cannock, England, WS11 0JL.  Registered in England and Wales No: 13926650. 

Insuristic is a registered trademark. ©Copyright 2023 Insuristic Limited.  All Rights Reserved.

Interested in Insuristic Estate Protect?
Interested in Probate Pro?

Get a painter and decorator insurance quote

Please Note: Our broking team at SJL Insurance will need to talk to you to discuss your requirements. This is an advised service. 

We are sorry that you need to make a complaint.

Please complete the form below and a senior member of our team will be in touch as soon as possible.

Get a Pub or Bar Insurance Quote

Please Note: Our broking team at SJL Insurance will need to talk to you to discuss your requirements. This is an advised service. 

Get a plumbing and heating engineer insurance quote

Please Note: Our broking team at SJL Insurance will need to talk to you to discuss your requirements. This is an advised service. 

Get an Unoccupied Property Insurance Quote

Please Note: Our broking team at SJL Insurance will need to talk to you to discuss your requirements. This is an advised service. 

Occupied House Insurance During Probate

Please Note: Our broking team at SJL Insurance will need to talk to you to discuss your requirements. This is an advised service. 

Arrange a call back

Please Note: Our broking team at SJL Insurance will need to talk to you to discuss your requirements. This is an advised service.