We Find What’s Been Lost in the Paperwork—So You Don’t Have To

Over a lifetime, assets can get scattered: employers change, homes are bought and sold, banks merge, advisors rotate, and policies are replaced or forgotten. While you grieve, our Concierge Executor team methodically uncovers what exists, where it is, and what documentation is needed to secure it—bringing clarity, momentum, and calm to an overwhelming process.

Where we look (and what we verify):

• Home + paperwork review — files, safes, mail, tax folders, legal binders, checkbooks, and “miscellaneous” boxes

• Tax returns (multi-year) — W-2s/1099s, K-1s, Schedule B/D/E clues that point to institutions and accounts

• Banking + cash equivalents — checking/savings, CDs, money markets, credit unions, treasury holdings

• Investments + retirement — brokerage, IRAs/401(k)/403(b), pensions, rollovers, RSUs/stock plans

• Insurance benefits — life and annuity contracts, beneficiary designations, ownership history, claims readiness

• Real estate interests — deeds, parcels, liens, notes, recorded interests across counties/states

• Business + private holdings — LLC/partnership interests, closely held shares, receivables, shareholder loans

• Digital assets — online accounts tied to financial activity, crypto exchanges/wallets, domains, subscriptions

• Unclaimed property — dormant accounts, refunds, rebates, and state-held assets

Asset Discovery

Our promise: You stay present with your family. We do the heavy lift—uncovering assets, managing paperwork, coordinating deadlines, and keeping every step compliant.