Asset Discovery & Collection ServiceShow Table of Contents
EstateExec includes extensive information to help you locate all estate assets (see Finding Assets).
Sometimes, though, you may not be sure you've found everything, or you simply might want some help. EstateExec can help you quickly and affordably search for estate financial assets (e.g., bank accounts, brokerage accounts, life insurance policies, bonds, etc.), as well as transfer ownership of such assets to the estate or to named beneficiaries.
Licensed EstateExec users will see discount offers for these services here.