Free Risk Assessment
Free Risk Assessment
You may have a hand-drawn family tree provided by a relative, or notes from your interview with the proposed Administrator(s). But can you be certain it’s accurate? Could there be errors or omissions? Is it properly documented? Why risk distributing something that might cause problems later?
Don’t rely on family testimony—use our Free Risk Assessment, which includes our Free Family Tree Check, and for full peace of mind, our comprehensive Family Tree Verification service.
Free Risk Assessment
Family Tree Check
We would check the information provided by the family and complete a risk assessment to establish what further research is required to eliminate any risk of post-distribution claims from missed or missing beneficiaries. We will then report back to you with the results of the free family tree check and the risk assessment itself, along with the next steps required to eliminate these risks. This will usually include recommending a Family Tree Verification Service on a no-obligation basis.
Family Tree Verification Service
Our Family Tree Verification service eliminates the risks associated with relying on family testimony. This service involves a check of all available records and family documents to rule out the possibility of missing heirs and beneficiaries.
In the majority of cases where we are instructed to check the family information, we find inaccuracies or omissions on the family tree. It could be best practice to instruct Estate Research to professionally identify and verify all the beneficiaries prior to distribution. As the family unit has become increasingly fractured over time, we find clients can no longer be as confident as to the full extent of the family.
Whilst family testimony is a good starting point, it is not a replacement for thorough, professional genealogy work. Our research can confirm or rule out:
Adoptions in
and out
Relatives moving
abroad
Family rumours
investigated
‘Uncles and
Aunts’ who are
not related
Illegitimate births
uncovered
Our Family Tree Verification service offers security and peace of mind that all rightful heirs have been identified.
Family tree check & verification – how we can help:
Check the Administrator is correct and entitled to act
Complete a free initial assessment of the family tree
Highlight areas of risk – errors or omissions
Offer various fee options for documenting the tree and locating missing heirs, if required
Obtain free, brokered insurance quotes
