Private Client ServicesTrustee Research
Our asset search draws together all the resources that can currently be checked for unclaimed or missing assets and will help you check for funds that may have been overlooked or deposited in accounts that have been forgotten.
The importance of a trustee research
In cases where a trustee or beneficiaries of a Trust are absent, missing, or unknown, we offer a dedicated Trustee Research Service to locate or verify these individuals in order to ensure the trust’s smooth administration and compliance with legal obligations.
Identification and verification
We identify potential beneficiaries of Trusts who may be challenging to trace, or in cases where the trustee’s details are incomplete. Our service includes thorough verification to confirm the suitability and eligibility of identified individuals.
Global reach with local expertise
With a network of researchers across multiple jurisdictions, we locate individuals both nationally and internationally.
Legal documentation support
We assist in obtaining any necessary documentation to confirm the beneficiary eligibility.
Explore a range of related services that we offer
Whether you need us to trace missing heirs to an intestacy or a missing beneficiary of a Will, we are confident we can provide a successful outcome.
We help locate eligible administrators to manage estates without executors.
Specialist probate services tailored to Scottish law for seamless estate administration.
We identify and recover overseas assets held by the deceased for estate inclusion.
We conduct thorough will searches to locate the most recent valid document.
We uncover hidden or forgotten assets to ensure complete estate valuation.
We confirm family relationships to help safeguard public sector estate claims.
We provide essential research to assist in deputyship and protection matters.
We investigate and confirm the identity and location of appointed trustees.
We check for bankruptcies abroad that may impact estate distributions.
We uncover hidden or forgotten assets to ensure complete estate valuation.
We manage statutory notices and offer insurance to protect trustees from claims.
Whether you need us to trace missing heirs to an intestacy or a missing beneficiary of a Will, we are confident we can provide a successful outcome.
We help locate eligible administrators to manage estates without executors.
Specialist probate services tailored to Scottish law for seamless estate administration.
We identify and recover overseas assets held by the deceased for estate inclusion.
We conduct thorough will searches to locate the most recent valid document.
We uncover hidden or forgotten assets to ensure complete estate valuation.
We confirm family relationships to help safeguard public sector estate claims.
We provide essential research to assist in deputyship and protection matters.
We investigate and confirm the identity and location of appointed trustees.
We check for bankruptcies abroad that may impact estate distributions.
We uncover hidden or forgotten assets to ensure complete estate valuation.
We manage statutory notices and offer insurance to protect trustees from claims.
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