Compliance Checklist for Legal Professionals
When we are instructed to locate family on an intestacy or partial intestacy (estate value over £50k) as well as a family history report we can include the following services free
- Free Will Search (through Certainty) and free quotation
for Missing Will Insurance
- Free Distribution Schedule
- Free Asset Search (through Landmark FAS)
- Free Bankruptcy Check
- Free AML/Identity checks for all heirs (through Veriphy)
- Free insurance quote for MBI or Comfort Policy
All of our insurance quotes are free of charge. We use a broker to obtain quotations for the best policies and the best rates. We can also now offer a fully comprehensive executor/administrator indemnity product, new for 2017. Contact us for further details.
Advantages of using us to assist with intestacy:
- Administrators are checked and verified prior to
applying for the Oath so there should be no need to
revoke a Grant at a later date.
- Administrators are located for cases with no known
kin making sure your firm is not missing out on fees.
- All family trees are verified pre-distribution, minimising
the risk to your clients and your firm.
- A full compliance checklist is completed for each administrator search,
helping mitigate risk and deliver great client care at no extra cost.
For Legal Professionals
OUR CONTACT DETAILS
22 St Peter’s Street
Intestacy.org is a trading name of Private Client Services Limited