Estate search status
Welcome back, Alex
Here’s where your family’s account search stands and what we need next.
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Search progress
Verification complete. Institution matching is in progress across banks, retirement custodians, insurers, and public property records.
Needs your attention
• Upload death certificate
• Confirm last known address
• Add any known bank names
Search categories
Banking — In progress
Insurance — Queued
Retirement — In progress
Property — Pending address
Documents
Photo ID — Received
Letters testamentary — Requested
Death certificate — Requested
Advisor connection is optional
If your search reveals complex financial structures, Heirlytics can introduce a fiduciary professional near you. You decide whether to continue.