FAMILY TREE CHECK
In our experience around a third of referrals contain inaccuracies in the family tree provided by the client.
Minimise the risk and hassle of incorrect distribution and provide better client care from the outset.
Our researchers will investigate the family tree: if there are areas that require investigation we will let you know and provide fee options.
If the family tree that you have supplied appears correct, we will confirm in writing and look to provide you with a quote for MBI free of charge.
CLASS GIFT CHECK
We strongly recommend that you use Kin: Verify to assess whether you identified and located all requisite members entitled under a class gift.
Use our free service at an early to assess whether you have the/ an appropriate administrator.
STATUTORY WILL RESEARCH
We can use our experience and discretion to reconstruct the family tree for the purposes of a Statutory Will application.