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Through structured research: the beneficiary’s identity is established from the will, family records and genealogical sources, then located through the same lawful data channels used in professional tracing, in the UK or abroad. Executors and probate solicitors instruct beneficiary traces so estates can be distributed correctly and personal representatives protected.
Personal representatives are liable if the estate is distributed to the wrong people, and a beneficiary who surfaces after distribution can claim against them personally. Demonstrating that diligent, professional efforts were made to find every beneficiary is therefore not optional housekeeping but the foundation of the protections available, from statutory notices to insurance and court directions, when someone genuinely cannot be found.
We start from what the will and family knowledge provide, resolve identity through records such as births, marriages and historical addresses where needed, and then locate the living person through current data sources, including internationally, since heirs scatter across Australia, Canada, the United States and beyond. The report documents the research trail as well as the result, which is precisely what solicitors need on the file whether the beneficiary is found or not.
A documented negative trace supports the established protections: notices under section 27 of the Trustee Act 1925 inviting claims, missing beneficiary indemnity insurance priced on the strength of the search evidence, and in appropriate cases an application to the court for permission to distribute on the footing that the beneficiary has not survived. Our answer on what happens when a beneficiary cannot be found covers those routes.
Tremark's tracing and asset teams work on a no trace no fee basis for standard traces, with court ready reports and fixed fees agreed up front. Get an exact price in under a minute.
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This page provides general information about the law and practice in England and Wales and is not legal advice. Rules change and individual circumstances vary; always take advice from a solicitor on your specific situation. Prices shown are indicative, exclusive of VAT and confirmed in writing before any work begins.