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Discover how we identify heirs and next of kin, including distant or unknown relatives.
See how we support legal professionals with expert heir tracing and estate solutions. Download the brochure to learn more.
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We are often engaged to provide genealogical research prior to the distribution of assets or funds to presumed next of kin. This process is a vital component of an estate practitioner’s due diligence and serves as a key safeguard in risk management helping to prevent misallocation and ensuring the protection of all parties involved.
Estate representatives carry a fiduciary responsibility that demands diligence, prudence, and loyalty. Integral to this duty is the mitigation of risk throughout the estate distribution process.
Key responsibilities include:
Identifying all beneficiaries named in the will.
Confirming legal heirs in cases of intestacy, in accordance with provincial succession laws.
Making reasonable and documented efforts to trace missing or unknown heirs.
Ensuring assets are distributed only after rightful entitlement has been thoroughly established.
Contact us today for a free, bespoke quotation.
