Missingwealth Profile

Reduce risk for your clients by streamlining estate due diligence with a complete profile of estate assets and liabilities.

How it works

Intake

Law firm provides information about deceased, Death Certificate, Letter of Direction, and other supporting documents

Search

Missingwealth reaches out to 100+ organizations for assets and liabilities, and consolidates responses

Report

Law firm receives an easy to read report, ready to be shared with clients ​

What is the Missingwealth Profile

We contact over a hundred financial institutions including banks, stock brokers and transfer agents, pension providers, life insurance companies, and government unclaimed property registries. We also contact the Canada Revenue Agency (CRA) to obtain past tax slips to establish relationships with financial institutions and check for real estate property. We round out the profile with data from an Equifax credit report including other names and addresses the deceased may have gone by, a listing of former employers and a comprehensive view of liabilities including revolving credit, mortgages, installment payments, open loans, and any records of bankruptcy or collections. An initial report is delivered within 5 business days and a final report is sent after 30 business days which includes responses from financial institutions.

  • Banks

  • Credit Unions

  • Stocks

  • Pensions

  • Life Insurance

  • Alternate Names

  • Alternate Addresses

  • Past Employers

  • Revolving Credit

  • Mortgages

  • Installment Payments

  • Open Loans

  • Bankruptcies

  • Collections

  • CRA Tax Slips

  • Property Search

Our partners deliver real results

+ 100 other organizations

Sample Missingwealth Profile

Fill out the form to get a sample report of what to expect with the Missingwealth Profile. We’d be happy to discuss how using the Missingwealth Profile can help you with your estate administration cases.