Arrival & refreshments
Sandwiches, cakes and refreshments
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Probate Genealogical Research – What happens and what can go wrong
This practical session will explore: · Common issues encountered in probate and intestacy matters · Identifying and locating missing beneficiaries · Navigating complex family structures and unexpected heirs · Reducing risk for executors and practitioners · Real-life case studies and lessons learned
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Meet the Underwriter – Protecting Executors and Beneficiaries
Managing Hidden Risks in Estate Administration Ellie will provide practical guidance on managing estate administration risks and protecting personal representatives, beneficiaries and estates where challenges arise, including: · Early estate distribution · Unknown dependants and potential claims · Missing beneficiaries · Missing or later-discovered wills · Lost share certificates · Demonstrating due diligence and best practice The session will also explore how probate searches and insurance solutions can help reduce liability, facilitate earlier distribution and provide additional protection for executors and beneficiaries.
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Networking & Refreshments
Stay for tea, cake and informal discussion