Heirs & Beneficiaries, Heir Search & Documentation

Establishing rights to legacies and inheritances takes high-quality documentation. It takes evidence that will stand up in court. It takes reliable, expert testimony.
You’ll find all that with GEN-FIND.

If You Have a Will (Testate Succession)

Distribution of the estate, along with who the Executor will be, is generally laid out in the will.

Once the legal requirements have been met, probate is granted and can be completed by the Executor. This involves the identification of assets, the managing of liabilities and expenses, and the payment of any taxes or duties owing.

Once that’s done, the remaining estate can be allocated to named heirs and beneficiaries.

But, problems like these may arise:
• There may be no ‘Residual Clause,’ which handles the inheritance of assets that haven’t been explicitly allocated.
• Beneficiaries named in the will may be missing or deceased.
• The will may be contested. This can happen when wills are lost or destroyed, or when wills are forged, created under duress, or otherwise affected by undue influences.

Any of these problems may cause the estate to descend via intestate succession. Having the right evidence on-hand can make all the difference.

If You Do Not Have a Will (Intestate Succession)

The court will appoint an Administrator as a personal representative of the deceased. The distribution of the estate is then based on laws of consanguinity and respective laws of intestacy, depending on the place of probate.

Here are some factors to keep in mind:
• When the deceased is not survived by a spouse or an issue, the pre-deceased spouse’s heirs may be entitled.
• When the deceased is not survived by a spouse, issue, parent, sibling, or grand-parent, aunts, uncles, and cousins may claim a share of the estate.
• With no valid will and no known or missing heirs, a search may be required, if economically feasible.
On top of these factors, emigration, deaths, and family quarrels may cause people to lose touch. It pays to have all the facts at your disposal.

Through expert documentation, GEN-FIND can make sure that all entitled people are legally accounted for.

Please Note: The above statements are intended only for a general understanding of probate law. Further questions should be directed to a legal professional in your local jurisdictional area, and in the area where the estate requires probate.

How It Works
• Heirs are never required to pay us. Our fee is either a portion of the inheritance, which heirs then authorize, or paid directly by our client.
• For contingency compensation cases, fees only apply with a successful inheritance claim.
• If the estate value is less than research costs, taxes, and duties combined, the estate is declared as insolvent. In that case, there’s no distribution or fees to worry about.

First, GEN-FIND locates known or suspected heirs and beneficiaries. The more information you provide at the outset, the faster your results will be.

Second, GEN-FIND enters into an agreement with each heir to provide partial information. Full information is not revealed until we’ve located all the heirs and beneficiaries we can. Plus, the inheritance amount will usually depend on how many ways the residue will be split. So, some information is not revealed until the searching process is complete.

Finally, once the heirs and beneficiaries have been located, probate closure documentation can be prepared. The estate can be distributed soon after.

All heirs that GEN-FIND uncovers will receive a free Outline Family Tree Chart. Plus, they have the opportunity to purchase in-depth Full Family Tree documentation, once their case is complete.

Learn more about GEN-FIND’s fee structures here.