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Estate Planning & Probate Law Software

Research to Power Your Estate Planning

Estate planning and probate law can be very labor-intensive. With estate planning and probate law, you have to consider a variety of information, which isn’t always in plain sight. Although an individual having a will can be an important part of constructing the execution of that will, it’s not always as cut and dry as that, and you might end up needing to go to court about it. Here are a few ways a legal research software for estate planning could help you out.

Finding Beneficiaries

What if you have a will that an individual wrote many years ago, and that individual now has no contact with the beneficiaries listed in the will? Your first step may be to try and find those beneficiaries so you can try to execute the will as written. Finding contact information for beneficiaries can actually be relatively easy if you know how to do it. You just have to use a public records search engine as your tool.

  • Executing a will as written can be relatively difficult if the will contains individuals that are now estranged from a deceased person.
  • To execute a will as written, you might need to find your own ways to get in contact with that person.
  • Getting this information doesn’t have to be difficult; a People Search from a public records search engine can help you find it.

Constructing a Family Tree

Family members often get first claim to many people’s estates in the case of a contested will or no will at all. If you want to split up a will or do some investigation into who you’re going to contact next, you may need to construct a family tree to do so. A People Search that can return Possible Relatives from a public records search engine can help you create that family tree more easily.

  • You might think of family trees as only being useful for ancestry research, but in fact, they’re an extremely useful tool for wills.
  • Because family members typically get the first claim to an estate, you might need to create a family tree for your work.
  • With the information you can get from a public records search engine or skip tracing software, you can create a family tree.

Uncovering Assets

A will is supposed to help you distribute a person’s assets. What do you do if the will doesn’t go over all the assets? If someone’s hidden certain assets, you might have a hard time finding the assets or proving that someone stole them. You can use a public records search engine to create a paper trail that proves the existence of assets.

  • To distribute a deceased person’s assets, you need to know where all those assets are.
  • If you don’t know where assets are, they’ll often end up just staying with the individual who currently has them.
  • Instead of giving up on certain assets, you can use a public records search engine to find them.

Handling Probate Concerns

Technically, “probate” refers to two things: the validation process of a will and the act of a court executing a will for someone without a written will. These can both be logistical nightmares; proving a will to the court isn’t always difficult, but it certainly can be, and crafting a will without having the person there to give you information can be a long and arduous process. Regardless of the problems you’re having, a public records search engine may actually be able to help.

  • Validating a will requires in some cases that you get in contact with witnesses who can testify to the will’s validity.
  • When a will is in probate, you may need to contact those who could have a claim to the estate.
  • If you’re having either of these problems, you should use a public records search engine to make it easier.

"“The PO box search is great, because it gives a full SSN and DOB and other providers only show a partial.”"

Jim K.

What Can Tracers Do to Help Legal Teams With Estate Planning and Probate Law?

There are many legal teams that work in estate planning and probate law, and it’s definitely a tough job. However, there are steps you can take to make your job easier. If you use Tracers data to perform your job, you’re more likely to be able to handle it.

Tracers data allows you to utilize over 42 billion records, spanning nearly every adult in the United States, including deceased records. With Tracers data, you can always get up-to-date information about people, whether they’re giving you that information directly or not. It’s the perfect answer for any legal professional looking for a better way to work.

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Investigative Data for Law Firms - Free CLE

Research is a critical part of practicing law, most importantly finding accurate information as quickly as possible. Watch this free, on-demand CLE Webinar on "How to Ethically Use Public Records Data for Case Research."

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