Finders International First and Only Probate Genealogy Firm Approved by Law Society of Scotland
For the 2nd year running, Finders International is an approved supplier of the Law Society of Scotland, the first and only probate research firm to have this status. The Law Society is the professional body for solicitors in Scotland and is responsible for regulating and representing the interests of solicitors in the country. To become […]
Understanding the Powers of Attorney Act 2023
In recent years, the legal industry has witnessed significant changes, particularly in empowering individuals to manage their affairs more effectively. Now, the United Kingdom is taking a monumental step towards modernisation with the introduction of ground-breaking changes to its power of attorney laws through the imminent Powers of Attorney Act. This legislative overhaul promises to […]
Read Title Research’s blog, ‘Intestacy in Scotland: Understanding Scottish succession rules’
Title Research has almost 60 years of experience in probate genealogy and asset repatriation. Their expert teams can help you overcome the common pitfalls of estate administration, expediting the process and mitigating risk for you and your clients. Title Research’s blog looks specifically at the rules of intestacy in Scotland and how they differ from […]
Client blog: How to find a Will and other important documents
April is Stress Awareness Month. With emotions running high after a death, locating important documents can cause additional stress and anxiety at an already difficult time. To help your clients navigate this, Kings Court Trust’s blog answers frequently asked questions about finding a Will and other important documents. The blog covers: What is considered an important document? What steps should be […]
Rising inheritance disputes: Potential causes and mitigating risk
According to data from the Ministry of Justice, Will disputes are on the rise. Statistics demonstrate that in 2016 there were 145 reported inheritance disputes, versus 195 in 2023. This data could represent only a small number of actual issues, however, as some cases won’t necessarily go to court. Kings Court Trust’s new blog explores […]
Webinar: Successfully Adopting Legal Technology in Small to Medium Sized Law Firms
Watch our latest webinar where Exizent‘s Co-Founder & Managing Director, Aleks Tomczyk, shares his views on successfully adopting legal technology (LegalTech) in small to medium sized law firms. During this webinar, Aleks tackles some of the common challenges faced by law firms when adopting technology. He explores what LegalTech is today and emerging trends, including […]
Order of Priority – Rules of Intestacy
The rules of intestacy are a pre-defined order of who is entitled to inherit when someone dies intestate and are something we as a probate genealogy firm constantly receive queries about. As a reminder, only married or civil partners and some other close relatives can inherit under the rules of intestacy. There are only eight […]
Managing Complex Probate Cases
Marc White & Co is a legal firm based in Bristol, dedicated to providing a high-quality professional service, offering transparent, straightforward legal advice to individuals and businesses. We have a small but highly experienced private client team often taking on complex probate cases and taxable estates. We offer a full estate administration service and our […]
The researchers behind Channel 4s Key To A Fortune
Blanchards, renowned as one of the leading probate research firms nationwide, takes center stage in Channel 4’s latest show, Key To A Fortune. Probate research involves the identification and tracing of beneficiaries entitled to an estate. This task arises when the deceased, known as the intestate, has not left a will and close family members […]
The ongoing engagement problem; how tech drive more valuable, prolonged client relationships
Let’s start with a question. How many clients come to your firm for a will, and once completed, they disappear forever. Taking all their potential future value with them. We’re guessing it’s a lot. Our research indicates that near 70% clients never return to their solicitor for further services after an initial engagement. This presents […]
Probate Property Valuation: A Guide for Executors and Heirs
Probate property valuation can be a complex and crucial aspect of estate administration. Executors and heirs alike must navigate through various factors to determine the fair market value of the property accurately. This process not only ensures equitable distribution among heirs but also plays a significant role in tax implications and legal proceedings. In this […]
Introducing “Key to a Fortune,” an exciting new property show with an added genealogy twist
Premiering on Channel 4 this Sunday, the series delves into the stories of individuals unexpectedly inheriting properties from distant relatives, showcasing the emotional decision-making process of whether to retain or sell their newfound assets. The six-part series follows unsuspecting heirs traced by probate genealogy firms – just like us – who receive the news of […]
Download Title Research’s free digital guides and resources
Title Research has almost 60 years of experience in probate genealogy and asset repatriation. Their expert teams can help you overcome the common pitfalls of estate administration, expediting the process and mitigating risk for you and your clients. Additionally, Title Research share their expertise through a wide range of comprehensive educational guides, all of which […]
How Exizent helped a medium-sized Scottish law firm cope with a heavy executry workload
Established in 1880, Macnabs Solicitors (Macnabs) has been serving clients in Perthshire, Tayside and beyond for over 140 years. With a team of 44+ across offices in Perth, Blairgowrie, Pitlochry and Bridge of Allan, their expertise covers many areas of law including Wills and Executries, providing practical legal advice on a whole range of matters. […]
Blog: 11 Tips for Securing Unoccupied Property
I have written this post to provide risk management insights for anyone who owns or is responsible for insuring an unoccupied residential property, an area that Insuristic specialises in. Unoccupied properties are more likely to be damaged or have claims than occupied properties. While you may be insured, a claim can be time-consuming and disrupt […]
Estatesearch Offering Ease of Ordering for Overseas Bankruptcy Searches
By Allan Hume, Customer Relationship Manager, Estatesearch Private client solicitors are required to check if beneficiaries or executors of an estate are suitable to receive funds. Care needs to be taken when distributing funds to beneficiaries, particularly if they are based abroad and have not been met in person. This means checking for bankruptcy. At […]
Identifying Digital Assets in an Evolving Space
By Ollie Wright, Head of Financial Institutions Team at Estatesearch Estatesearch has provided Financial Profile searches to help private client solicitors establish the assets and liabilities within an estate since 2018. As an award-winning technology innovator, we work closely with legal firms to understand the challenges they face when working on probate cases, refining and […]
Anglia Research find next of kin of a World War II veteran who had died alone and at one point was facing the indignity of a public health funeral
You may remember this story from last spring. The life story of Flight Sergeant Peter Brown, a World War II veteran who had died alone in London aged ninety-six with no known family, became front page news. The expert team here at Anglia Research were able to demonstrate their international people tracing expertise by locating […]
A guide to digital estate planning
So many of us live significant parts of our lives in the digital world – whether that’s by using various social media accounts to store photos or videos, communicating with others via blogs, apps, or emails, or transacting using digital currencies. However, many forget to consider digital assets in their Wills. To help your clients make sense of creating a simple digital estate plan, Kings Court […]
The lurking infosec threat
First impressions The flow of info between private client solicitor and client contains some of the most sensitive client data […]