Ad: Working with private and public deputies

Finders International are an award-winning probate genealogy company who trace heirs to estate, property and asset worldwide.

We work with Private and Public deputies with tracing next of kin and missing or unknown beneficiaries.

We are now in our 25th year and from our offices in London, Edinburgh, Dublin and Sydney, we are able to provide a comprehensive range of global research and support services. See a full list here.

CoP – Statutory Will Research

When the court of protection rules someone lacks the capacity to handle their own affairs, there may be a requirement for an appointed deputy to make a statutory will application to determine how the estate will be dealt with.

The typical example for submitting a statutory will application is where a client has not previously written a will outlining their wishes on how their estate should be administered.

However, even if a Will exists, there may be situations where an application to court would still be made due to a material change in the client’s circumstances, such as:

• An increase or decrease in the estate value
• Beneficiaries named in a pre-existing will having predeceased
• Beneficiaries named in a pre-existing will having received substantial gifts and adjustment is sought
• Tax planning reasons
• Recompensing a legatee due to disposal of a specific asset

Finders International are experienced in assisting with these cases and can apply proven research methods to help practitioners meet the requirements within any deadlines involved.

Whether you are acting as a court appointed deputy or in another role, we are able to provide the required results promptly and cost-effectively.

For a free, no obligation quotation, simply fill out the form in the following link. 

Free Training events

Finders International have been running conferences for Private and Public deputies for over 5 years and continue to make these free to attend.

As we are members of the Continuous Professional Development (CPD) Certification Service, attendance at these events is recognised as educational learning that conforms to CPD guidelines.

To end a fantastic year of events, we have our Private Deputies Conference, which takes place on 10 November 2022 at 41 Portland Place, London, W1B 1QH.

Our speakers will be looking at positive aspects of being a Deputy, the outcomes that can change an individual’s life as well as how best you can support your clients in care by using an independent care qualified visitor.

This is an in person event only with limited availability, so don’t miss out and sign up today here.

Our Deputyship Development Days

This year we have also been running Deputyship Development events to assist Public and Private deputies. Our last event for the year took place on the 13 October 2022 in York and brought in over 60 delegates online and in person. We were joined by the DWP and representatives from Universal Credit, Clare King, Head of the Court of Protection & PI Trusts at Clarion and Ben Slater from Nellie supports.

If you missed out, don’t worry! We will be hosting our next event on the 23rd March. Further details will be sent in the new year; however you can register early interesting by emailing marketing@findersinternational.co.uk.

For all upcoming and past events, visit our Events, Training and Presentations page. You can also contact the team on marketing@findersinternationalco.uk for any questions of queries about our events or to register early interest.