In each dashboard, the searches Trustate offers are grouped together in the same phase. Each search is highlighted below and listed from quickest to longest to receive results.
- Trusuite: learn about your client's property, employment benefits, and liabilities. In addition to these results, a consumer credit report will be uploaded to the vault for your review. Timing: Instant after client consent is received
- Unclaimed Property Search: Use Trustate to conduct a nationwide unclaimed property search. Timing: 2 business days
- Retirement Account Search: Have Trustate determine whether or not the client has any unknown retirement accounts. Please note that our search covers many types of retirement accounts, from 401ks to 403bs and 457s, including state and federal plans. While our search is extensive, it may not identify an IRA held by a private institution, such as a community bank or credit union. Timing: 2 business days
- Bank Account Searches: Have Trustate inquire with banks/financial institutions to determine if an individual holds accounts. Timing: 8-10 weeks to see the search to completion, but you will start receiving results within the first couple of weeks.
- Life Insurance Search: Have Trustate inquire with over 30 life insurance carriers to determine whether or not the client holds a policy (sometimes including annuities). Timing: 8-10 weeks to see the search to completion, but you will start receiving results within the first couple of weeks.
All searches cost 1 task credit to assign to Trustate.