Aviva InsurancesImportance of Trustee Insurance
On the winding up of trusts, our verification of the entitled beneficiaries or class of kin enables practitioners to obtain Trustee Insurance for additional protection and mitigation of risk. A no obligation draft can be provided on completion of our report.
Why this service matters for legal professionals?
For legal professionals handling estates and trusts, the absence of a trustee or uncertainty as to the whereabouts of trust beneficiaries can lead to significant delays and legal complications. Our service provides a reliable solution to these challenges, helping locate and verify trustees, and heirs to trusts, so that estates and trusts can proceed in accordance with legal requirements.
Explore a range of related services that we offer
We can arrange cover against claims from specific missing heirs or untraced family members as protection and peace of mind for the estate custodians.
A specialised insurance policy designed to protect properties that are vacant during the probate process
Insure against the existence of a Will or against a later version of the one held via our AVIVA approved procedure.
A Bond of Caution is a specific insurance product for Scottish practitioners aimed at protecting beneficiaries against an incorrect estate distribution.
Sometimes referred to as “No Section 27 Notice” or “Inheritance Act” Insurance.
We can arrange cover against claims from specific missing heirs or untraced family members as protection and peace of mind for the estate custodians.
A specialised insurance policy designed to protect properties that are vacant during the probate process
Insure against the existence of a Will or against a later version of the one held via our AVIVA approved procedure.
A Bond of Caution is a specific insurance product for Scottish practitioners aimed at protecting beneficiaries against an incorrect estate distribution.
Sometimes referred to as “No Section 27 Notice” or “Inheritance Act” Insurance.
Have a general enquiry?
Our team is here to help with any questions about tracing heirs, locating missing beneficiaries, or managing complex estate matters. Get in touch for expert support and guidance.
Heir Tracing & Beneficiary Research
We help locate missing heirs and verify family connections to ensure correct estate distribution.
Estate Administration Support
Providing research and documentation to assist solicitors, councils, and executors with probate cases.
Property & Asset Investigations
We trace property ownership, manage unclaimed assets, and resolve estate-related property issues.
Document Retrieval & Verification
Sourcing essential records such as wills, birth, marriage, and death certificates for probate cases.