Our Service

We are a leader in the field of asset reunification — tracing heirs and beneficiaries to deceased estates, in discovering unclaimed or forgotten inheritances as well as other assets, in tracing the lawful owners of these assets and in helping them claim their entitlements.

Our service can be provided either to an individual, an organisation or to a business that needs assistance in finding an individual who may be entitled to some form of unclaimed asset or benefit (shares, cash, pensions, life policies and dormant bank accounts).

For individuals or professionals parties (i.e. Solicitors/Trustees) working on behalf of individuals

We broadly provide three services:

As discovery agents, when we believe that we have located property (shares, pensions, life policies and dormant bank accounts) you are beneficially entitled to, we can assist you in identifying and then making a full recovery of the unclaimed asset.

When we are engaged as tracing agents we can help locate lost beneficiaries to an estate, either by Will or Intestacy, on your behalf.

We also provide a full range of other professional genealogical services, such as in preparing genealogy reports or helping custodians maintain their statutory responsibilities.

For further information on services to individuals please see Owners & Beneficiaries. If you are acting in a professional/third party capacity please see Solicitors and Trustees.

For companies, financial institutions, insurance and pension companies, local authorities or businesses

We can provide services to find lost customers or clients in connection with:

Matured or lapsed insurance policies

Dormant bank accounts

Dissentient registers

Rights issues

Demutualisations

Acquisitions

Gone away/deceased shareholders

Pensions

For further information on our Corporate Sector services, please click here.

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We pride ourselves on recognising that each case is different and tailor our service accordingly, ensuring every case is seen through to conclusion efficiently and promptly, with minimal incidental and disbursement costs.

See our newly published Services guide:

VIEW HERE

WHAT OUR CLIENTS SAY

Thank you very much for tracking me down and sorting out this outstanding part from my Aunt’s estate. Very much appreciated.

Mrs F

Client

Working with Treethorpe

Every year, all over the world, valuable assets such as shares, pensions, life policies and dormant bank accounts get lost, forgotten or abandoned and go unclaimed.

We are a specialist asset reunification service that enables individuals to be reunited with these lost assets.

We work either independently or in association with organisations that are seeking to re-establish contact with its client(s), members or other beneficiaries to reunite people with their unclaimed assets and entitlements.

Our goal is to help the organisations holding these assets in trust to uphold their responsibilities and ensure individuals, who have unclaimed rights to assets, receive what is rightfully theirs.

Case Management Software

TCAS assists us in our aim to achieve the highest standards of practice and service, whilst allowing our clients quick and easy access to the status of each case, view real time updates, and find contact details of your assigned case manager, all within a secure environment.

Online security and data protection has been a key factor in the development of TCAS to ensure the information stored in TCAS is secure, protected and that access is controlled.

Once securely logged-in, you can easily identify your case(s) using the unique case reference on your welcome page. Here you can view the case status, view asset holder information, and confirm the manager assigned to your case(s). TCAS also allows you to view more case details, and check updates that your case manager may have just posted.

TCAS also allows our case managers to run your case efficiently but without compromising on the professional standards you would expect. The status of each case, its category, asset holder information and other relevant case details are viewed in a virtual ‘case file’; here, the case manager has access to all the tools necessary to refer to, update or progress your case, and can securely store and view scanned copies of all correspondences.