We find, confirm, value and collect the assets and liabilities of the estate — the legwork that turns a list of unknowns into a clear, evidenced schedule.
Getting a full and accurate picture of what an estate holds is one of the most time-consuming parts of administration. We contact the relevant institutions, obtain date-of-death balances and valuations, complete each organisation's deceased-estate paperwork, and follow up until every asset and liability is confirmed. The result is an ordered asset and liability schedule your practitioner can rely on for the application, the accounts and the distribution.
Where the estate includes digital holdings such as cryptocurrency or online accounts, our Digital Asset Services extend the same process to assets that sit outside the traditional institutions.
Identity documents and estate information are handled through a secure portal and retained only for as long as the work requires.
We'll do the searching, confirming and collecting.