Challenges, Risks and Commercial Opportunities in Estate Administration

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Contents

Certain complications can arise from estate administration infrequently and others can simply be time consuming and inefficient.  These complexities can add time to what can already be a lengthy process and it is important to understand what solutions are available to both accelerate timescales and mitigate against risk. This video looks at:

• Challenges faced when dealing with an estate
• Dealing with assets, both domestic and overseas
• Missing beneficiaries: how and where are they found
• Dealing with an intestacy and common myths regarding distribution
• Mitigating risk: data handling and specialist insurance
• Unclaimed estates and the commercial opportunity
• Case studies

Learning Objectives

As a result of watching this video, delegates will be able to:

• Understand what types of complex estate administration work can be outsourced to a specialist
• Advise and manage client expectation in regard to time scales when dealing with overseas assets
• Advise clients on the processes involved in establishing entitlement on intestacy
• Advise clients on the types of insurance available to protect them against future claims

Speaker

SIMON BARBER

Simon Barber is Technical Manager at Title Research with over 15 years’ experience and has overall responsibility for leading on the quality and service delivery of Title Research’s genealogy and overseas asset services.