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The Future of Probate: How Technology, AI, and Data Integration Are Revolutionizing 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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UK estate administration involving U.S. assets and IRS Form 706-NA estate tax filing

IRS Form 706-NA: Why UK Estates Can’t Afford to Ignore It

IRS Form 706-NA: Why UK Estates Can’t Afford to Ignore It What is Form 706-NA? Let’s face it: dealing with estates that include international assets is rarely straightforward. For many UK solicitors, finance managers, and private individuals, the IRS Form 706-NA barely registers until it becomes necessary. But when a loved one passes away, leaving

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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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Releasing U.S. Shares from a UK Estate: How Form 706-NA and Medallion Signature Guarantees Work Together

Releasing U.S. Shares from a UK Estate: How Form 706-NA and Medallion Signature Guarantees Work Together

Releasing U.S. Shares from a UK Estate How Form 706-NA and Medallion Signature Guarantees Work Together When a UK estate includes U.S.-listed shares or funds, the process goes beyond obtaining a UK Grant of Probate. U.S. securities are classified as U.S.-situs assets and are subject to American tax and transfer regulations. To release or transfer

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IRS estate tax filing UK

Understanding Form 706-NA

Understanding Form 706-NA A Crucial Step in Releasing US Securities from UK Estates When managing a UK estate with US-listed shares or funds, executors might be surprised to find that probate and tax responsibilities do not stop at the UK border. The United States has specific estate tax rules for non-residents that can apply even

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Tax treaty

US / UK Tax Treaty

U.S. Estate Tax Rules for Non-Residents: The $60,000 Threshold Cross-border estate administration can be challenging, particularly when it involves U.S.-based assets. One of the most important rules that executors, solicitors, and beneficiaries need to be aware of is the U.S. estate tax threshold for non-resident, non-citizens. This rule often comes as a surprise, especially to

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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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