Probate Genealogy

Tracing the beneficiaries of deceased estates (UK and Abroad)

Tracing the beneficiaries of estates of clients subject to court of protection orders (UK and Abroad)

Tracing the owners of dormant accounts for banks/solicitors

 
 
 

Genealogy Case Studies

  • Due diligence required

    Generally what we are doing is carrying out due diligence on behalf of our solicitor client to ensure that any known relatives have supplied the correct family information… In one case, where the deceased had ended his days in a nursing home, his paternal relatives stated that there were no relatives on the maternal side and that the entire estate (approx. £1 million) should pass to them. The deceased’s mother was, in fact, one of seventeen children, of which there were nine extant lines and 42 living beneficiaries!

  • DNA doesn't lie

    The deceased had added a codicil to his will stating that all family members should be DNA tested to prove their entitlement. The matriarch of the family, who was in her 90’s, seemed a little perturbed by this. Unsurprisingly, as it turns out, because she had had six children and the three younger ones (all in their 60’s) were not the children of the deceased. They all had the same father, who turned out to be an old family friend and godfather to one of the older children.

  • Client account funds

    A large national firm of solicitors had inherited a large number of client account funds from firms of solicitors that they had taken over. The SRA were pushing hard for them to return the funds to the clients (some cases were over 30 years old). We traced all the fund owners for a fixed fee on a no win no fee basis.