If you assist your clients with probate and estate administration, you’re probably familiar with the complications that can arise during the process. For example, reconstructing a family tree on intestacy, searching for a missing beneficiary or dealing with overseas assets. These complications can sometimes lead to you approaching a third-party to help. However, it may be difficult to discuss instructing another specialist with your client, as they may think that it will be expensive or slow down the process.
Title Research ’s latest blog post explores how you can best advise your clients when you face challenges in estate administration. The blog looks at:
- Speeding up the process – How you can explain to your client that it will actually make the process much faster.
- Accreditations – In an unregulated industry, it shares how you can look for other independent accreditations.
- Transparent pricing – How clear pricing can offer good value for the work involved and help maximise the estate for beneficiaries.