A Guide to Finding Assets

in a Loved One’s Estate

Free Downloadable Guide

Wondering whether all of a loved one’s assets have been found?

This free guide provides practical tips for locating common estate assets that are often overlooked during probate and estate administration. Learn where to look for bank accounts, investment accounts, retirement plans, insurance policies, digital assets, real property, and more, along with the documents and information you may need to access them. 

Inside You'll Learn:

✔ Where to look for bank and investment accounts

✔ How to identify retirement plans and insurance policies

✔ Tips for locating digital assets and online accounts

✔ How to search for real estate and other property

✔ What information you may need to access estate assets

✔ Common places families overlook when searching for assets