Private Client ServicesGenealogy Support for Court of Protection teams
The service includes:
Pre-Deputyship Applications
If the Court requests contact with family, friends or neighbours, we can help trace and verify these connections before the application is submitted.
Family Tree Research
We build accurate family trees for Statutory Will Applications and Guardianship Orders, identifying next of kin worldwide. Our reports include verified contact details to support your legal obligations.
As professional probate genealogists, we support Deputies, Guardians, and Court of Protection teams with fast, reliable assistance in managing P’s financial affairs and family connections.
Case Study Read
At the point of our instruction, the only information held was that P had a deceased partner and one living cousin. Our research first confirmed that P did not have any children and was an only child. Extensive research using all available genealogical resources confirmed that P had no living paternal family, however, we confirmed that P’s maternal family was larger than expected. During our research, we identified six maternal aunts and uncles who left descendants, identifying a number of living cousins. As part of our verification process, we obtained birth, marriage and death certificates, and identified current addresses for all P’s next of kin. At the Deputy’s request, no contact was made with the family prior to our report being submitted. This information was provided to the Deputy in an easily digestible family tree and report, with appropriate supporting documentation. Our involvement was key, as we identified a further nine family members in addition to the already known cousin. This full picture enabled the Deputy to proceed with the Statutory Will application and notify all the correct next of kin.
Explore a range of related services that we offer
Locate Missing Beneficiaries
We expertly trace missing heirs to ensure estates are distributed correctly and legally. Using specialist tools and a global research network, we locate entitled beneficiaries, even in the most complex cases of intestacy or partial information.
Administrator Search
When an estate lacks an executor or will, we help identify and appoint an appropriate administrator. This service ensures smooth probate proceedings and legal compliance, particularly in cases of intestacy or contested estates.
Executry Services in Scotland
We offer full support for executry (Scottish probate) matters, including heir tracing, family tree reconstruction, and asset verification. Our Scotland-based specialists ensure all work is compliant with Scots law and local court procedures.
International Asset Services
Our international research team locates and recovers foreign-held assets, including property, bank accounts, and investments. We ensure overseas estates are thoroughly investigated and assets are repatriated efficiently and legally.
Will Searches
We conduct comprehensive will searches through official registries, law firms, and private archives to confirm whether a valid will exists. This reduces the risk of misadministration and helps resolve estate matters with confidence.
Missing Document Service
If vital documents such as birth, death, marriage, or probate records are missing, our team can locate and retrieve certified copies. This service supports accurate estate administration and reduces delays in probate processing.
Family Tree Verification
We produce and verify family trees to establish rightful heirs, particularly in cases of intestacy. Our findings are supported by official documentation and are accepted by legal professionals and the courts.
Court of Protection Research Services
Our researchers assist deputies, solicitors, and public bodies in identifying next of kin and establishing family links for vulnerable individuals under Court of Protection. This service supports responsible decision-making and legal compliance.
Trustee Research
We trace and verify current or historical trustees for estates, trusts, or charitable entities. This ensures legal representatives can proceed with estate matters where trust arrangements are involved or unclear.
Overseas Bankruptcy Searches
Our team performs thorough international bankruptcy checks to confirm whether heirs are financially eligible to inherit. This service protects personal representatives from liability and ensures transparent distribution.
Asset & Liability Search
We uncover known and hidden assets in the UK and abroad, including bank accounts, property, pensions, and shares. Our comprehensive search helps maximise estate value and ensures all entitlements are accounted for.
Section 27 Trustee Act Notices & Insurance
We manage the placement of Section 27 notices and offer advice on missing beneficiary indemnity insurance. These services protect personal representatives from future claims and ensure estates are settled with legal safeguards in place.
Locate Missing Beneficiaries
We expertly trace missing heirs to ensure estates are distributed correctly and legally. Using specialist tools and a global research network, we locate entitled beneficiaries, even in the most complex cases of intestacy or partial information.
Administrator Search
When an estate lacks an executor or will, we help identify and appoint an appropriate administrator. This service ensures smooth probate proceedings and legal compliance, particularly in cases of intestacy or contested estates.
Executry Services in Scotland
We offer full support for executry (Scottish probate) matters, including heir tracing, family tree reconstruction, and asset verification. Our Scotland-based specialists ensure all work is compliant with Scots law and local court procedures.
International Asset Services
Our international research team locates and recovers foreign-held assets, including property, bank accounts, and investments. We ensure overseas estates are thoroughly investigated and assets are repatriated efficiently and legally.
Will Searches
We conduct comprehensive will searches through official registries, law firms, and private archives to confirm whether a valid will exists. This reduces the risk of misadministration and helps resolve estate matters with confidence.
Missing Document Service
If vital documents such as birth, death, marriage, or probate records are missing, our team can locate and retrieve certified copies. This service supports accurate estate administration and reduces delays in probate processing.
Family Tree Verification
We produce and verify family trees to establish rightful heirs, particularly in cases of intestacy. Our findings are supported by official documentation and are accepted by legal professionals and the courts.
Court of Protection Research Services
Our researchers assist deputies, solicitors, and public bodies in identifying next of kin and establishing family links for vulnerable individuals under Court of Protection. This service supports responsible decision-making and legal compliance.
Trustee Research
We trace and verify current or historical trustees for estates, trusts, or charitable entities. This ensures legal representatives can proceed with estate matters where trust arrangements are involved or unclear.
Overseas Bankruptcy Searches
Our team performs thorough international bankruptcy checks to confirm whether heirs are financially eligible to inherit. This service protects personal representatives from liability and ensures transparent distribution.
Asset & Liability Search
We uncover known and hidden assets in the UK and abroad, including bank accounts, property, pensions, and shares. Our comprehensive search helps maximise estate value and ensures all entitlements are accounted for.
Section 27 Trustee Act Notices & Insurance
We manage the placement of Section 27 notices and offer advice on missing beneficiary indemnity insurance. These services protect personal representatives from future claims and ensure estates are settled with legal safeguards in place.
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