What a search report looks like

You can print this from your case and share it with family or a lawyer. The person and details below are made up.

Example

Search report for Robert Hale

Died March 2, 2026 in Dayton, Ohio. Prepared for his family.

$48,240

confirmed so far, in 3 items


What we found

ItemWhereStatusNext
Will, signed 2014Home safe, originalFoundFile with Montgomery County Probate Court
Life insurance, $40,000Insurer found from a bank statementClaimedPayment expected, check in 30 days
401(k) from past employer, $7,000Plan administratorConfirmedBeneficiary form sent
Ohio unclaimed funds, $1,240Ohio Division of Unclaimed FundsLeadSend proof of heirship to the state

What we ruled out

  • No safe deposit box at the two banks he used.
  • No match on the PBGC pension search.
  • No trust named on the deed or in his lawyer's files.

Still waiting

  • NAIC life insurance search, sent April 2. It can take 90 business days or more, and silence doesn't prove there is no policy.
  • Letter to a former union about group life coverage.

This report lists what the family and our team found by the dates shown. It isn't legal advice and doesn't promise that nothing else exists.

See the Search Kit