Our
expertise
Nowadays, with the increase in the number of divorces, the complexity of blended families, the increasing mobility of individuals, variations in names within the same lineage, and increased life expectancy, the task of identifying the heirs of a deceased person or the owners of real estate has become considerably more complex.
The notary in charge of an estate is nevertheless required by law to identify all of the deceased’s heirs in order to distribute their assets in accordance with their wishes and the legislation in force. However, this task can be difficult due to various factors, including a lack of human and material resources dedicated to this search.
To overcome these challenges, the notary can call on the services of a probate genealogist. This professional specializes in genealogical research and has the skills and tools necessary to trace the family tree of a deceased person and identify all of their legitimate heirs. By working closely with the notary, the probate genealogist helps to ensure that the estate is managed transparently and in accordance with the law.
01
The profession
A probate genealogist is a professional who specializes in researching and locating the heirs of a deceased person. Their job is to trace the deceased person’s family tree to identify all potential beneficiaries of their estate, whether they are close relatives or more distant ones.
02
Operation
When a person dies without leaving a will or clearly designating the beneficiaries of their estate, the notary calls on a genealogist specializing in inheritance matters to take action. They use a variety of resources, including civil status records and public archives, to locate the legal heirs.
03
Our role
Hiring a probate genealogist can be crucial. This ensures that the deceased’s assets are distributed fairly and in accordance with the law, even when family ties are complex or difficult to trace.
04
Our commitment
We are committed to providing you with clear and accessible information about the role of probate genealogists. We understand the importance of protecting your interests and are here to support you every step of the way.
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Notaries
To search for heirs, legatees, and beneficiaries via a mandate to search for heirs or verification of devolution.
Banks
To search for the heirs or beneficiaries of inactive bank accounts or safe deposit boxes.
Town halls
To ascertain or verify the rights of their client or an opponent.
Legal
professions
To search for the owners or heirs of presumed ownerless property and to conduct the investigation prior to the vacant property declaration procedure.
Condominium
managers
To search for the heirs of co-owners who have died or who have not paid their co-ownership charges.