Discover and secure investments after a death

Let's find every account

Brokerage Accounts

We locate these accounts at all US brokers such as Charles Schwab, Fidelity, Robinhood, or TD Ameritrade, verify ownership, and work with the custodian to re-register or liquidate the assets so they can be transferred into the estate bank account.

Mutual Funds

Mutual funds are pooled investments managed by professionals and may be held directly with fund companies such as Vanguard, T. Rowe Price, or American Funds. We confirm account details, prepare the required transfer paperwork, and coordinate with the fund company to release or retitle the shares to the you or listed beneficiaries.

Once accounts are located, we can confirm ownership with custodians, brokers, and estate records if you request.

Exchange-Traded Funds (ETFs)

ETFs trade like stocks but hold a basket of securities. We identify any ETF holdings, confirm custodian records, and work with the brokerage or plan administrator to transfer or liquidate the shares so they are available to you.

Individual Stocks & Bonds

Direct ownership of stocks or bonds may be recorded with brokers, transfer agents, or even as paper certificates. We track down these holdings, verify title, and arrange re-registration or sale so you can receive the value without delay.

Index Funds

Index funds are mutual funds or ETFs designed to track a market index such as the S&P 500. We locate these accounts, confirm beneficiary or estate ownership, and handle the transfer or redemption process.

Managed Accounts / Separately Managed Accounts (SMAs)

These accounts are actively managed by a financial advisor or firm. We contact the advisor or firm to confirm account ownership, assist with any compliance requirements, and coordinate re-registration or liquidation based on estate instructions.

529 Plans & Education Savings Accounts

These education-focused accounts are tax-advantaged and require careful handling to preserve their status. We verify ownership, confirm successor designations, and help retitle or transfer the account in compliance with plan rules.

Dividend Reinvestment Plans (DRIPs)

DRIPs are accounts that automatically reinvest dividends into additional shares, often set up with transfer agents. We identify these accounts, confirm share balances, and submit the required forms to transfer ownership or issue the shares to the estate.

Private Equity & Alternative Investments

Investments in hedge funds, private equity, or venture capital funds require specialized handling. We gather subscription documents, verify capital accounts, and work with fund administrators to complete the transfer process or coordinate distribution of proceeds.

We gather subscription documents, verify capital accounts, and work with fund administrators to complete the transfer process or coordinate distribution of proceeds.

Health Savings Accounts (HSA)

HSAs are tax-advantaged accounts tied to high-deductible health plans. We confirm the custodian, verify remaining balances, and submit documentation to transfer funds to the estate bank account, or the listed beneficiary.

Archer Medical Savings Accounts (MSA)

Though less common today, MSAs still hold funds that must be distributed properly. We verify custodial records and arrange for transfer or payout to beneficiaries or the estate.

Cryptocurrency Accounts

We can identify wallets stored on major platforms such as Coinbase, Binance, and Kraken for assets like Bitcoin, Ethereum, and Litecoin. We confirm balances, guide families through exchange-specific transfer processes, and help secure the assets. Private wallets held offline require the family to provide keys or credentials before we can assist with recovery or transfer.