By reconstructing a family tree and locating the people affected by the Statutory Will, we can ensure that the estate is not distributed as if it is an intestacy. We can start our research with limited initial information and all our reports are suitable for Court submission. We understand the sensitive nature of Statutory Wills and only contact relevant people, never indicating likely benefit or loss of benefit.
Discreet in our enquiries
We understand the sensitive nature of Statutory Will matters so we are discreet in our enquiries. We will only contact relevant people to have conservations about the individual’s family history. We would never indicate any likely benefit or loss of benefit.
Our reports are suitable for court submission
All our reports detail:
This means that they are suitable for court submission. If the research is inconclusive, we will recommend further steps that could be taken if feasible.
Case study: Research for a Statutory Will
We were recently approached to help a Deputy who was handling the affairs of an elderly gentleman. The Deputy planned to write a Statutory Will for the person to avoid an intestacy situation, and to remember a selection of charities that they could see he had regularly supported throughout his lifetime.
To do so, the Deputy needed to serve notice on the Person’s next of kin to inform them of their intentions and as they had no contact details for his family, we were asked to help. We reconstructed his family tree and located his seven nieces and nephews – the closest kin to him.
Our report was submitted as part of the court application and the next of kin notified. The Statutory Will was approved. Now, our client will be able to administer the estate efficiently when the time comes and distribute funds to those charities the person had connections to during his lifetime.
