Resources
Resources
Insights, guidance, and case studies on probate research, intestacy, and estate administration - designed to support private client practitioners in managing risk and resolving complex estate matters with confidence.
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Probate genealogists, family historians and tracing agents: What's the difference?
At first glance, it can seem as if probate genealogists, family historians and tracing agents appear to offer similar services. In reality, they approach fundamentally different questions. For private client practitioners, understanding what these differences are can help ensure that the right specialist is instructed for the right matter.
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Missing beneficiaries: What to do when they can't be found
Missing beneficiaries can create significant risks during estate administration. If unresolved, estates may remain exposed to future claims and Personal Representatives and Executors can, in some circumstances, face personal liability for incorrect distribution.
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Research overseas: Mitigating risk in international estates
UK estates with an international dimension are increasingly common. Impacts of global mobility and post-war migration patterns mean that many individuals now leave behind family connections spanning multiple jurisdictions.
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How can probate research assist with unverified estate assets? - A case study
Unidentified or poorly recorded assets can be a common feature of estate administration. While many can be resolved through straightforward enquiries, others require more detailed investigation - particularly where third parties are involved, or where records are incomplete.
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Who inherits under intestacy in England & Wales? – A concise guide for practitioners
Intestacy - where an individual dies without a valid Will - remains one of the most deceptively complex areas of private client work. While the statutory framework might be clear, its application presents unique challenges and risks, even for experienced estate practitioners.
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