Digital Assets Bolt-On

Digital Assets are increasingly common in asset discovery as technology continues to expand into our modern lives. Digital Assets can be deﬁned as “anything that someone owns that exists in a digital format”. Some of these may hold ﬁnancial value and should be considered part of the deceased’s estate.

Our Digital Assets Search is available to order alongside our Financial Proﬁle Service, extending inquiries to an additional 55 organizations and online service providers.

Identifying digital assets is an area of increasing importance, in estate planning and administration, as there may be cases where these hold real value, such as cryptocurrency and should be considered part of the estate.

The Digital Assets Search supports your due diligence processes when your client is presumed to have held digital assets of ﬁnancial value, extending your audit trail to include accounts which may be only accessible online.

Extend your estate identification process to 55 additional organizations
Demonstrate due diligence with a full audit trail of enquiries

The search covers:

Cryptocurrency
Research suggests that 6.8 million Canadian adults held cryptocurrency in 2023. Our search includes enquiries of popular cryptocurrency exchanges and trading currencies including Bitcoin and Ethereum.

Online Gambling
Increasingly popular, online gambling accounts need to be identiﬁed and closed to settle any outstanding balance accounts. However they may be in credit and form part of the estate assets. We make enquiries of major online gambling, betting and casino providers.

Digital Banks, Online Payments & Investments
Digital Bank usage continued to rise with an estimated 78% of Canadians using digital channels to conduct most of their banking transactions. Online payment portals and investment platforms are also popular. We make enquiries of a wide range of organizations operating in this space.

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Available to order alongside our Financial Profile Search, the Digital Assets Bolt-On supports your processes and extends your audit trail to include accounts which may be only accessible online.

$60 + applicable taxes

Cryptocurrency
Online Gambling
Digital Banks, Online Payments & Investments

Financial Asset Searches have become an integral part of estate administration. We now commission these searches as a matter of course, and have found that it makes the task of information gathering infinitely less time-consuming and difficult. Tom Bottomley, Partner
I feel by using Estatesearch I am using all possible tools out there to provide the most comprehensive search of a deceased's assets to enable a complete and full administered estate from the get go. Leonie Adams, Director
The Estatesearch Financial Profile Service gives us a comprehensive and robust due diligence process at the click of a button. Using a combination of data and technology goes beyond what we could reasonably achieve otherwise and Estatesearch have helped us identify additional assets in difficult Court of Protection matters. Holly Chantler, Head of Private Client
Having used Estatesearch many times I have always found it to be really quick and easy and if any questions the team are always willing to help and discuss matters and have managed to find other accounts for other clients but with less in them which we are all extremely grateful for. Would highly recommend these are done when dealing with any financial matters. Lynne Ragoubi, Senior Accredited Paralegal
We're very happy with the services provided by Estatesearch and find the Financial Profile Service a valuable tool in assisting our clients. In one recent matter undertaking the search meant we discovered an additional £2,500 which we would have otherwise been unaware of, needless to say the beneficiaries were happy with the outcome. Jade Gani, Head of Private Client
The Financial Profile Service helps us demonstrate all reasonable due diligence in matters where we're appointed as Executors. In a recent matter the Report helped us identify additional assets which our client and the beneficiary greatly appreciated. Charlotte Day, Solicitor
The Estatesearch process is simple and accessing several services in one portal saves so much time. The Financial Profile Service is really useful and great value, supported by excellent customer service. As a firm regularly acting for overseas PRs the Search can be invaluable for discovering UK assets and liabilities. I wouldn’t hesitate in recommending the service to my clients. Helen Green, Solicitor
We use the Financial Profile Service when appointed as Executors to help us clearly demonstrate we’ve met all our statutory duties. The report is clear and easy to use, helping us quickly make targeted additional enquiries to secure estate assets when required. Rachel Roche, Solicitor Director
The Financial Profile Service helped us efficiently confirm all the estate accounts, and in our latest matter identified a historic pension adding greater value for the beneficiaries and our clients. Liyen Edin, Biscoes Solicitors
The Estatesearch team are always willing to go the extra mile to help us with our cases and enquiries, using their knowledge and expertise to help us deliver an excellent service while reducing costs for our clients. Michael Graham, Head of Private Client

Get in touch today

inquiries@estatesearch.ca