17 Oct 2017

Why I am a great fan of Statutory Wills – An article by Denzil Lush

I was the Master of the Court of Protection from 1996 to 2007 and the Senior Judge of the court from 2007 until I retired in 2016. During those twenty years I made over 400 orders authorising the creation of a statutory will.
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16 Oct 2017

How we solve your problem cases 

In general, trust and estate practitioners tend not to come across missing beneficiary and related situations often enough to develop a sound in-house expertise and so tend to outsource them to experts. Nick Beetham looks at the anatomy of a typical missing beneficiary case.
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15 Oct 2017

Moore Probate Research: leading the way in transparent fees

Our clients come to us for help locating missing beneficiaries. They need to find them as quickly, and as cost effectively, as possible. At Moore Probate Research, we are absolutely committed to delivering value for money and our clients tell us we stand out for cost effectiveness and client service. Our standard hourly rate is £80.00 plus VAT. To reach a fee quote for a given case, we think of cases in terms of hours – how many hours do we need to finalise this matter?
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14 Oct 2017

Case study: Missing Legatee in Kathmandu

Sheila Jones of Morrisons Solicitors’ Camberley office was administering the estate of Robin Perryman. By his will, Robin had left a gift to a former colleague, a Nepalese national, with whom Robin had worked in his local library. The will gave an address close to Kathmandu.
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13 Oct 2017

Case study: Prior Claimants Discovered – Incorrect Distribution Averted

Lucy Butterfint of the Beverley, East Yorkshire branch of Wilkin Chapman solicitors came to us with an interesting problem: Frank Foster had died intestate and without leaving surviving spouse, issue, parent or whole blood sibling. Lucy was in touch with some of Frank’s paternal cousins, who were thought eligible to apply for letters of administration to Frank’s estate, and would also need to locate the maternal family. However, there was a question mark over Frank’s paternity – his birth certificate named someone other than Frank’s mother’s husband as his father.
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12 Oct 2017

Case study: Missing Grandchildren Located

Jane Flaherty of Newquay firm Greenways Law wrote to us regarding the estate of Philip Kerr. Philip had left part of his residuary estate to “such of my grandchildren as shall reach the age of eighteen and if more than one in equal shares.” Jane knew that Philip had had one son, James, from whom he had been estranged for decades but, beyond that, the position was not clear.
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11 Oct 2017

Case study: Missing Mentees

Shaun Parry-Jones of Guildford firm Lynn Murray was dealing with the estate of Geoffrey Sims on behalf of the executor, Geoffrey’s elderly neighbour. Geoffrey’s career had seen him mentor a good number of young people through some very challenging periods in their own lives and he had chosen to remember some of them in his will.
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19 Jun 2017

Summer newsletter 2017

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26 May 2017

How Bona vacantia estates can turn into new business

Despite the best efforts of private client practitioners throughout the country, there seems to be a hardcore of the population who resolutely insist on dying intestate. In some cases, as well as having left no valid will, there appears to be no evidence of entitled family to instruct you in the administration of the estate. Nick Beetham of Moore Probate Research shows how to acquire the instructions and take advantage of the commercial opportunity these estates present.
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8 May 2017

What your probate genealogist can do for you

Probate genealogists are widely regarded as a go-to resource to locate missing beneficiaries. Nick Beetham of Moore Probate Research looks at a handful of cases where trust and estate practitioners needed specialist help to identify and locate beneficiaries, new clients and other relevant people.
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18 Dec 2016

Christmas Newsletter 2016

I’d like to offer my sincere thanks to you all for your support in 2016. It’s been another great year in which we’ve continued to grow and provide more and more clients with a first rate service and great value for money. We’ve resolved hundreds of cases ranging from locating one missing legatee to large, sprawling intestacies to complex old Trust matters revived by the death of a Life Tenant etc. We’ve found over 2,000 beneficiaries, all of whom received their full entitlement because we do not take a percentage of their share.
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17 Dec 2016

Three Case Studies

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16 Dec 2016

Apples and Oranges – a guide to comparing quotes from rival genealogy firms

If you ever find yourself with a problem requiring a genealogist, you’d be quite right to seek two or more quotes. Let’s assume that all the firms you’ve approached respond quickly and professionally.  And that they all demonstrate the expertise and resources required to complete the task, they all have a track record and relationships with specialist insurers and they all have Professional Indemnity Insurance etc.
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15 Dec 2016

Recent developments in the administration of estates

We all know that anything and everything relating to tax rules presents a ‘moving target’, that new legislation and procedures are implemented on a regular basis, year in year out. This article highlights a couple of the recent developments relating to the administration of estates.
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18 May 2016

Peace of mind for problem estates

An integral part of providing a great service as genealogists is to provide regular updates to our clients, and as such we always aim to update them before they need to ask us. This is particularly important when dealing with the kind of sprawling intestacy matters that can take a few months rather than a few weeks to resolve.
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26 Apr 2016

Canadian Bankruptcy Searches

Searching for Canadian Bankruptcy records is a straightforward process thanks to a centralised website which is both easy to use and searchable from anywhere in the world. As long as you have the individual’s name you can carry out the search in minutes, for a fee of CAD $8 per search, and if you have a date of birth you can include that to refine your search significantly.
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14 Mar 2016

Australian Bankruptcy Searches

While it may sound like a potentially complicated process, searching for an Australian bankruptcy is in fact a very straightforward and inexpensive one which you can carry out quickly and easily for yourself. While some genealogists will charge eye-watering sums for this service, in truth these particular records are extremely simple to search and openly available online. As long as you have a name and date of birth the whole search can be carried out in a matter of minutes.
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2 Mar 2016

Missing Links

Sometimes we’re presented with a case where a missing legatee has upped and left without a trace, and there’s no one left who can tell us where they went. In a couple of recent cases, to ensure our clients can close their file, and the entitled person doesn’t miss out on their legacy, we’ve had to go somewhat off-piste in our efforts to locate them. Happily, in both cases, our lateral thinking paid off.
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25 Jan 2016

The Personal Touch

In the usual run of events, the sort of research we carry out as probate genealogists is done using birth, marriage and death indexes, census returns and a range of other in-house and centralised databases, but occasionally we have to delve into more personal archives to unlock a case.
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4 Dec 2015

In probate genealogy it’s good to talk

When it comes to working on a case there are three primary means by which we, as professional probate genealogists, go about ensuring that we’ve located all of the entitled parties: archival research, documentation and conversation. All three are vitally important to making sure we’ve left no stone unturned and no beneficiary disinherited.
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