Escheatment & Unclaimed Assets

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Beneficiary Tracing vs Probate Genealogy

Beneficiary Tracing vs Probate Genealogy: What Are the Differences?

Beneficiary Tracing vs Probate Genealogy Beneficiary Tracing vs Probate Genealogy: What Are the Differences? This article outlines the differences between beneficiary tracing and probate genealogy, and clarifies when each is needed in estate administration. Beneficiary tracing locates known individuals, while probate genealogy determines who the beneficiaries are. Solicitors and estate administrators are usually familiar with […]

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Abstract illustration showing probate and estate administration evolving through digital technology, with interconnected data, documents, and genealogy elements.

The Future of Probate: How Technology, AI, and Data Integration Are Revolutionising Beneficiary Tracing, Asset Search, and Genealogy

The Future of Probate How Technology, AI, and Data Integration Are Revolutionising Beneficiary Tracing, Asset Search, and Genealogy What This Article Covers This article explains how technology is transforming probate practice, especially in four key areas, which are shaping the future of probate. Probate is the legal process of settling a person’s estate after death.

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Missing beneficiaries

Missing Beneficiaries, Asset Searches & Probate Genealogy: Why They Matter in Modern Estate Administration

Understanding Beneficiary Tracing & Asset Searches Why Everyone Needs Specialist Help When Estate Information Is Lacking Managing an estate presents a challenging task for executors and solicitors, especially when they start with only a will, a rough list of assets, and presumed beneficiaries. Nowadays, estates often come with unexpected twists. Families face lost connections, incomplete

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Missing heir

When Heirs Are Hard to Find: Practical Steps for Executors and Solicitors

When Heirs Are Hard to Find Tracing Beneficiaries and Uncovering Assets: A Genealogical Approach to Estate Administration Administering an estate can feel overwhelming, especially when tracking beneficiaries and locating assets. A straightforward, structured approach helps simplify the process. This guide outlines essential steps for solicitors, executors, or individuals managing an estate in the UK, and

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Protecting Your Assets from Escheatment

Protecting Your Assets from Escheatment

Protecting Your Assets from Escheatment What is a Grant of Probate Reseal? When financial assets remain dormant or unclaimed, they may be transferred to government custody under a process known as escheatment. This can affect securities, dividends, bank accounts, and other holdings, particularly where estates or cross-border matters are involved. In this video, we explore

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Escheatment in US Assets Held in UK Estates

Escheatment in US Assets Held in UK Estates

Escheatment in US Assets Held in UK Estates When managing estates with international assets, complexities abound. One such complexity is escheatment—a process that can significantly impact estates with US-based assets. In this article, we explore escheatment, its implications for UK estates with US holdings, and how practitioners can mitigate its risks. What is Escheatment? Escheatment

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