Virtual seminar: gathering in and managing assets in estate administration

Virtual seminar: gathering in and managing assets in estate administration

Join Title Research’s Head of Business, Anthony Allsopp, and Technical Manager, Simon Barber, for their next virtual seminar on Wednesday 18th May at 12pm.

The duo will discuss some of the common pitfalls that their clients encounter when trying to manage complex assets, including timescales, cost, and risk. In addition to a live Q&A session, the virtual seminar will cover:

  • What can be outsourced to a specialist
  • Identifying assets
  • Financial Asset Searches
  • Valuing and verifying shareholdings
  • North American Assets (shareholdings, Federal Tax Clearance, escheatment, and Medallion Signature Guarantees)
  • Obtaining foreign Grants or resealing UK Grants
  • UK shareholdings

Click here to register for the free virtual seminar.

If you would like to join the virtual seminar but can’t make it on the day, please still register – registrants will receive a link to the recording after the virtual seminar has taken place.

This article was submitted to be published by Title Research as part of their advertising agreement with Today’s Wills and Probate. The views expressed in this article are those of the submitter and not those of Today’s Wills and Probate.

Title Research

title-research Founded in 1965, we provide a range of expert services that cover every aspect of probate and estate administration. Legal professionals turn to us because they know that we can be trusted to take care of their challenges professionally and competently. We bring clarity to estate administration by delivering proven genealogical research and asset repatriation services that mitigate risk for legal professionals. Key services:

  • Tracing missing or unknown people
  • Family Tree Reconstruction (in cases of Intestacy)
  • Missing Beneficiary Indemnity Insurance
  • Dealing with NA Assets
  • Global Bankruptcy Searches
  • Valuing and Managing UK Assets