Asset Collection Kit: The information contained in this guide is designed to walk you step by step through the process of marshalling the assets in a decedent's estate.

We will show you were to look, provide sample letters, and walk you through process. If you follow this guide a large portion of the assets should be discovered in a relatively short time.

To see what type of information is available in the kit click here to get a free sample of the Insurance section.

Estate Asset Services LLC does not guarantee that any funds will be located or recovered and it is specifically agreed by you that the Company shall not be liable for any failure to locate or recover funds or amounts which may be owed to you.

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Forensic Accounting: Forensic accounting covers two broad areas: litigation support and investigative accounting.

EAS area of expertise is in the area of investigative accounting. When marshalling the assets of an estate we will review the financial records of the decedent to determine income sources and their underlying assets which fall into the estate. We are then able to assist in the recovery of these assets for the benefit of the beneficiaries.

We work with your attorney and other professionals in establishing the inventory of assets needed to file the decedents final tax return.

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Asset Search: EAS through a limited power of attorney will use forensic accounting, publicly available information and outsourced search firms to perform asset searches at the client's request.

This is a comprehensive search designed to help executors and their professionals satisfy their due diligence in locating an individual's assets. This can include, but is not limited to the following:

· Real property ownership and deed transfer information
· Motor vehicle, aircraft and watercraft ownership
· Corporations, corporate affiliations and secondary businesses including limited partnerships, associated with the subject
· Judgments, Bankruptcies, and Liens
· Insurance policies

Fees for this service are based on items search for and number of locations searched. Please call for pricing

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Claim Filing: EAS through a limited power of attorney will make contact with the financial institutions holding the assets of the decedent and file the documents needed to recover these assets.

- Death Notification Letter - If requested, we will file a death notification letter with the appropriate documents to the financial institutions holding the decedent's assets.
· Claim forms - If requested, we will file any claim forms with the appropriate documents to the financial institutions holding the decedentassets.

Fees for this service are a flat fee based on the number of letter or claim forms processed. Please call for pricing

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Appraisal Services and Inventory Service: We outsource this function to accredited appraisers, so you are assured the best valuation expertise on the market. We use only accredited appraisers in order to bring the best universe of knowledge available in the market to you at an affordable price.  

We will also video and/or digitally photograph the decedents valuables for you for insurance, tax and estate purposes.  This documentation procedure can be invaluable for both probate court and in determining the value of decedent’s personal assets for tax purposes.

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Insurance Company Notification Service: We maintain a database of over 460 insurance companies, which writes the vast majority of the business in the United States. We’ll draft a document based on the information you provide that contains the necessary facts and background information to enable insurance companies records area to search company records for a decedent’s policy. We’ll then forward it for you directly to all the insurance records centers in our database. Employees of the various insurance companies receive your document, search their records, and respond directly to you.

If a company finds your policy and if you are the beneficiary, they will include claim forms with their reply. It has been our experience that many companies who find nothing simply write "No Record Found" or some similar response across the document they received, and return that to you. You and your loved ones (or your clients) can gain peace of mind knowing that you have exercised the proper due diligence in attempting to recover the decedent’s insurance assets. If life insurance policies exist at the moment of death, they should be found, and they should be paid to the proper beneficiaries!

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click here for the Notification Form in PDF ($160.00)
click here for the Notification Form in Word (doc - $160.00)

info@EstateAssetServices.com