Estate Research & Reconciliation
Every account. Every debt.
Every dollar that belongs to the estate.
Succession Intel delivers a complete Estate Research Report for Ontario families and probate law firms. Our committee reviews every file before delivery.
Delivered in 5 business days No account numbers or passwords required Strict technology-provider model Ottawa, Ontario, Canada
The problem we solve
Estate settlement takes months. Most of that time is spent finding things.
The average estate has accounts and debts the family has never heard of. Tracking them down institution by institution takes weeks of phone calls, paperwork and waiting. We do that work for you.
Asset Research
We research bank accounts, investment accounts, registered plans and other financial assets across Canadian institutions using the deceased's SIN, full legal name and date of passing.
Debt Reconciliation
We compile outstanding liabilities including mortgages, credit facilities, tax obligations and other debts so the estate picture is complete before distributions are made.
Committee-Reviewed Report
Every finding is documented in an Estate Research Report reviewed by our committee before delivery: organised, sourced and ready to hand to counsel.
Three streams, one service
Built for families and for the professionals who serve them
Family Executors
You have been named executor during a time of grief. Our packages give you a complete picture of the estate's assets and debts so you can close it with confidence.
- Basic Discovery Kit: $399
- Full Concierge Kit: $599
- Expedited Priority Kit: $899
Grieving Families
You are handling the paperwork for someone you just lost. Our Family Intake service gives you a clear picture of the estate at a price that respects that moment.
- Family Intake: $50
- Simple, low-barrier form
- Plain-language report
Probate Law Firms & Fiduciaries
We act as your back-office research layer. Per-estate reports or volume pricing. Delivered in 5 business days so your files keep moving.
- Per-estate report: $150
- Volume: $120/report (5+), $100 (10+)
- Priority Concierge: $350
International coverage
Estate assets don't always stay in Canada.
Our International Estate Support service extends research to financial accounts, property records and registered assets in select international jurisdictions. Contact us to discuss your file.
Start with a free Estate Snapshot.
See what is out there before you commit to anything. No card required.
Get my free Estate Snapshot