Faced with the difficult and often complicated task of settling the estate of a deceased individual, Personal Representatives will often require additional support in identifying and locating all beneficiaries to an estate.
Our Personal Representative service works on behalf of Personal Representatives to ensure that all reasonable due diligence work has been undertaken to mitigate all common risks associated with the distribution of any estate.
We provide the following services for Personal Representatives
IDENTIFYING AND TRACING BENEFICIARIES
FAMILY TREE VERIFICATION
Where there has been no family tree initially provided, or when a Family Tree Verification has identified further beneficiaries, we provide an in-depth genealogical research proving the line of entitlement for the estate, obtaining all required certificate evidence and providing a full Genealogy Report following the line(s) of entitlement. The report produced will then be used to obtain a Missing Beneficiary Indemnity Insurance (MBII) quotation.
We will organise a quotation for Missing Will Insurance to cover either a Will coming to light following an Intestacy estate distribution or a later Will to the one used to distribute the estate being discovered.
FINANCIAL SEARCH NOTICES
As part of an FCA registered firm, we are able to arrange insurance policies on behalf of the Personal Representatives, protecting against future claims on the estate by missing beneficiaries through intestacy or through any missing Will. This service is provided at cost — quotations are provided without obligation.