Welcome toEstatesearch direct

Request reports to help identify assets and accounts linked to the deceased

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Begin the process to uncover financial information with care.

We understand this may be a difficult time, and we're here to support you. This portal allows you to request a financial profile report to help manage the estate of a deceased loved one. Your information is handled with care and confidentiality throughout the process.

To begin, you’ll be guided through a few simple steps:
1
Tell us about yourself

Create your account and enter a few personal details.

2
Verify your identity

Complete a secure ID check to proceed.

What you will need for the ID check

To complete your identity check, you’ll need:

  • A device with a camera (smartphone, tablet, or webcam-enabled computer)
  • One of the following valid documents: Passport, Driving licence, CitizenCard, Post Office PASS card, Biometric residence permit or Young Scot Card
3
Provide details of the deceased

This helps us locate relevant records and assets.

What documents you will need

To complete this step, you’ll need some key documents:

  • Death Certificate - This confirms the date and place of death.
  • Will or Grant of Representation - If available, these help us understand who is legally responsible for managing the estate.

If you don’t have these documents yet, you can still start the process and return to this step later.

4
Choose the reports you need

Select from available options based on your needs.

5
Pay securely online

Submit your request with a quick, secure payment.

6
Your request is queued for processing

A solicitor will review and begin work immediately.

7
Receive your reports

You’ll get an initial report soon, followed by a final report in around 30 working days depending on your selection.