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Through Harrisons Asset Search Solutions and Verafi search systems, we provide coordinated support services designed to assist modern estate due diligence and financial verification requirements.
Our approach combines:
- Specialist search capability
- Human-led support
- Estate administration understanding
- Integrated estate infrastructure
Helping provide a more practical and professional approach to estate investigations and asset visibility.
Essential due diligence. Greater confidence. Better estate visibility.
Executors & Families
Solicitors & Probate Teams
Court of Protection Professionals
Local Authorities
Estate Administrators
Private Client Professionals
Many estates contain unknown, dormant or forgotten financial assets that may not be immediately known to executors, family members or professionals managing the administration process.
Without appropriate financial due diligence, assets can remain undiscovered — potentially leading to delays, incomplete administration, reduced estate value or future disputes.
Financial asset searches help support robust estate investigations by identifying potential financial connections linked to a deceased individual, helping executors and professionals demonstrate reasonable investigation and improve overall estate visibility.
A Financial Asset Search May Help Identify:
✔ Bank & Building Society Accounts
Current accounts, savings accounts and dormant banking relationships linked to the estate.
✔ Investments & Shareholdings
Potential investment portfolios, shareholdings and financial products requiring further investigation.
✔ Pension Providers
Pension schemes and retirement products that may otherwise remain unidentified.
✔ Insurance Policies
Life insurance or financial protection products connected to the deceased.
✔ Dormant or Forgotten Assets
Assets that may not be immediately known to family members or representatives.
✔ Overseas Financial Indicators
Potential international financial connections requiring additional verification.
✔ Financial Institution Relationships
Historic or active relationships with financial providers that may support wider estate investigations.
Supporting Modern Estate Due Diligence
Financial asset discovery forms an increasingly important part of modern estate administration and private client investigations.
Our services help support:
- Estate protection
- Executor reassurance
- Professional due diligence
- Beneficiary confidence
- Improved estate visibility
- More informed administration decisions
Whether supporting a straightforward estate or a more complex investigation, our team provides practical and professional support throughout the process.
The VERAFI Financial Asset Search is a specialist financial discovery and verification service designed to support estate administration, probate investigations and private client due diligence.
Using extensive search infrastructure and verification systems, the service helps identify potential financial relationships and assets linked to a deceased individual — supporting executors and professionals in carrying out robust financial investigations with greater clarity and confidence.
Searches are conducted across a wide range of financial institutions, digital asset providers and verification databases to help improve estate visibility and reduce the risk of assets remaining undiscovered during administration.
Our financial asset discovery services may help identify:
Bank & Building Society Accounts
Savings & Investment Products
Life Assurance Policies
National Savings & Investments (NS&I)
Pension Providers & Retirement Products
Digital Assets & Online Financial Accounts
Financial Institution Relationships
Share Holding & Financial Investments
Modern estates increasingly contain valuable digital and online assets that may not be immediately visible to executors or family members.
Our services help support the identification of digital financial relationships and online asset indicators as part of wider estate due diligence and financial discovery investigations.
This may include:
Cryptocurrency Platforms
Digital Wallets
Online Marketplaces
Online Payment Services
Betting & Gaming Platforms
Domain Registries
Digital Financial Accounts
Online Service Providers
Our approach is designed to help executors and professionals better understand and manage the growing complexity of digital estate investigations.
Our financial asset search process is designed to be straightforward, secure and professionally managed.
Step 1 — Provide Estate Information
Submit the known details of the deceased, including address history and supporting documentation.
Step 2 — Verification & Search Activation
Our team verifies the information provided and initiates the appropriate financial search and verification processes.
Step 3 — Ongoing Match Updates
Where positive matches are identified, updates are provided throughout the search process to help support ongoing estate administration activity.
Step 4 — Final Reporting
Once complete, a consolidated report is produced outlining identified responses and supporting estate due diligence records.
Financial asset discovery forms an increasingly important part of modern estate administration and professional due diligence.
Through Harrisons Asset Search Solutions and VERAFI search infrastructure, we provide integrated support designed to help executors, solicitors, deputies and estate professionals carry out financial investigations more effectively and with greater confidence.
Order Financial Asset Search
Click to order a individual search or Complete the registration form above to create an account
