Family structures continue to increase in complexity which can make estate administration more challenging than ever before, especially when you’re dealing with intestacy. There are a number of factors that contribute to the rise in complicated family dynamics including increasing numbers of:
Adoptions in and out of families
Informal name changes
It’s crucial that you ensure only entitled people receive their rightful inheritance to avoid misdistribution which can lead to future claims against the estate. We can reconstruct the family tree to ensure all entitled people are included, and unentitled people are excluded.
Personal Representatives can be held personally liable if mistakes are made and as their legal counsel, you could face a negligence claim.
Our family tree reconstruction service gives you greater insight into the family. In cases of intestacy or partial intestacy, this proven service will document all events of birth, marriage, death, divorce and adoption for family members globally.
We apply the relevant rules of intestacy for your jurisdiction and meticulously descend each family line to investigate all of the entitled heirs (or to prove a negative). We will then contact each beneficiary and confirm their identity, regardless of where they reside.
Our expert team of genealogy specialists are experienced problem solvers, so if you’re presented with incomplete, misleading or even no information at all, we can help you help your client. We can recreate a family tree with very limited initial information – usually, we can do this even if all you have is the deceased’s death certificate.
We have seen a number of our clients come close to a misdistribution because family relationships are not always as they seem. This case study is a good example of how we save our clients from incorrectly distributing the estate.
We were instructed to verify a deceased person’s paternal family. The estate was expected to be passed to the class of whole blood Aunts and Uncles or passed on to their issue if predeceased. After researching the paternal family, we found 14 potential heirs. On the maternal side of the family, the Personal Representative was believed to be the only heir.
However, the only believed maternal heir sadly died before distribution. We were then asked to verify the maternal side of the family tree so our client could acquire Missing Beneficiary Insurance. As a result, we located 62 maternal heirs in total, resulting in 76 entitled heirs overall.
We are proud to never work on a commission or contingency basis. Our role is simply to prove entitlement and assist in distributing the estate, so our fees are always transparent, fair and guaranteed. The cost of our support services are never dependent on the value of an estate. The cost involved in carrying out the work always remains the same, regardless of the sums at stake.
Our reports and family trees are accepted by specialist insurers, and we can liaise with insurers on your behalf to obtain Missing Beneficiary Indemnity Insurance for estates where we have conducted the research. We make no additional charge for liaising with insurers in this way.
Furthermore, all family tree reconstructions include a free Certainty Will search alongside a distribution schedule in the final report.
If you're considering reconstructing a family tree, you may find these related services useful.
Our dedicated team of experts are available Monday to Friday between 8am - 5.30pm to ensure a resolution is achieved smoothly and efficiently.
We’re discreet in our enquiries and aim to only contact relevant individuals. We always divulge the name of the deceased and verify the beneficiary to ensure we’ve found the right person. We do not pass on the details of our instructing client whilst research is ongoing, without their consent.
Our useful resources can help you learn more about dealing with an intestacy.