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What the report contains

Every EstateMarshal report follows the same structure. Below is the section map, followed by links to a synthetic sample report built from fictional data.

Report sections

  1. Cover: report title, decedent names (legal, maiden, prior), date of death, prepared-for firm, prepared-on date, case reference, scope statement, and professional-use line.
  2. Summary: tier counts (A/B/C), total candidates considered, sources searched with automated/manual label and date, and standing line.
  3. Findings: grouped by state, then by tier (A, B, C). Each hit shows: owner name as listed, city/ZIP, holder, property type, amount (or “Amount not published by state”), flags, evidence sentences, and official claim link.
  4. Credential-gated checklist: TreasuryHunt, DOL Lost & Found, NAIC Life Insurance Policy Locator, PBGC, HUD/FHA, Social Security, VA, IRS Form 1310, and unpaid final wages. Each with the official URL and what it requires.
  5. Documents typically required: certified death certificate, letters testamentary or administration, claimant ID, proof of address, and claim form.
  6. Securities appendix: shown only when any finding involves shares. Explains transfer agents and links to SEC EDGAR.
  7. Names and variants searched: all names with kind labels, sources with dates, and limitations noted.
  8. Disclosures: identity block, disclosure line, and the statement that the report states facts and links to official instructions but does not advise on entitlement.

How a sweep works

One decedent, one sweep

INPUT

Margaret A. Thornberry

maiden Hayes · Sacramento, CA 95814 · d. 2023

NAME VARIANTS

14

nicknames, initials, maiden, joint-owner forms

CANDIDATES SCORED

7,428

against 86.8M records, then deduplicated

23 Tier A · name and residence evidence
41 Tier B · name evidence
100 Tier C · listed, lower confidence

Synthetic sample report

These samples use entirely synthetic sample data. No real names or property records appear.

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