Navigating Due Diligence in Probate Research: A collaborative approach to research & contested matters

Speakers

Jonathan Jacobs
Partner
Morr & Co
Jonathan guides clients through estate planning and administration, helping families protect their legacy.
UK
Alex Sorrell
Case Manager
Finders International
Alex is a Case Manager in the Private Client Team at Finders International.
UK
Webinar date: March 12, 2025 12:30 pm
Webinar length: 1 hour
Type:  Recorded
CPD:

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A practical look at why thorough due diligence in probate research matters — especially in complex or contested estates. Covers common challenges, legal considerations, and the benefits of collaboration between legal professionals and probate genealogists.

As family structures evolve and more people die without a will, probate cases grow more complex. This session explores risks like missing heirs and unclaimed estates, offering expert insight into avoiding common pitfalls through detailed research.

Presented in collaboration with the Surrey Law Society, Finders International and Morr & Co specialists show how genealogical expertise enhances due diligence, improves client satisfaction, and reduces reputational risk.

Host

Alan Taylor
Business Development and Client Growth Private Clients
Finders International
Alan is an approachable, commercially focused new business developer and growth specialist, whose skills have been used across a number of professional services. As part of the purchase of Finders International last year, Alan joined the team at the end of November to develop, drive and grow business with Private Client teams within law firms. Prior to joining Finders he worked for a Top 25 UK law firm providing business development and growth strategies to a number of key practices. The world of genealogy has passed him by until November and he is looking forward to learning about the family tree probate issues and their solutions.

Supporting Documents

File Name
Type
Action
File Name:
Navigating Due Diligence in Probate Research - Event Pack
pdf
Type
File Name:
Morr & Co - Presentation Slides
pdf
Type
File Name:
Finders International - Case Study Presentation Slides
pdf
Type

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