[WSBAPT] Heir search company needed - Any suggestions?

Katharine P. Bauer kpb at bpblegal.com
Wed Jun 10 16:34:42 PDT 2015


IGS did a fantastic job for us - 109 intestate heirs in 3 countries going
to descendants of two sets of grandparents!  Decedent was 89

On Wed, Jun 10, 2015 at 4:12 PM, Dan Roach <dan at danroachlaw.com> wrote:

>  Greetings from Walla Walla:
>
> First, many thanks to all for the substantial wisdom shared by so many of
> you over the years on this listserve. Just this week I searched the emails
> and found numerous responses to inquiries (going back to 2009) about
> reasonable and acceptable PR fees, which responses I used to support a
> request for a client in a less than ordinary estate administration.
>
>
>
> I feel indebted to many of you. If ever I can be of assistance in estate
> matters in my corner of the state, feel free to contact me.
>
>
>
> On to my question:
>
>
>
> We need to hire a diligent and effective heir search company to find a lot
> of people in an intestate estate administration. The decedent (in her
> sixties when she died) had no spouse, no descendants, no siblings (living
> or deceased) and thus no nieces or nephews, and no living ancestors.  Her
> father had at least four siblings (one living) and her mother had at least
> seven siblings (one may still be living). We have bits and pieces of
> information regarding a few of the living and deceased descendants of the
> decedent’s aunts and uncles, but not much. We are still looking under rocks
> for clues.
>
>
>
> *To what professional search firm do we turn?  Thanks for any information
> you can provide about heir search firms that any of you have successfully
> utilized that have put together pretty complete maternal and paternal
> family trees, with current addresses of the living heirs.*
>
>
>
> This isn’t a large estate but, thankfully, there’s enough in the estate to
> make it worth undertaking the effort.
>
>
>
> Six or eight years ago I actually assisted the decedent with the
> administration of her father’s estate, which she inherited. At that time,
> upon learning about her family situation, I warned her (more than once over
> those months) that it was going to be a chocolate mess when she died if she
> didn’t have her estate planning matters in order, starting with a Will. She
> agreed and assured me that she would get to it.  After we closed her
> father’s estate, I never heard from her again. It was a coincidence that
> her estate landed in my office after her recent death.
>
>
>
> As ever,
>
>
>
> Dan
>
>
>
> Daniel J. Roach, PLLC
>
> P.O. Box 1776
>
> Walla Walla, WA  99362
>
>
>
> (509) 522-6800
>
>
>
> dan at danroachlaw.com
>
>
> _______________________________________________
> WSBAPT mailing list
> WSBAPT at lists.wsbarppt.com
> http://mailman.fsr.com/mailman/listinfo/wsbapt
>



-- 
Katharine P. Bauer
Bauer Pitman Lifetime Legal, PLLC
1235 Fourth Ave. East, Suite 200
Olympia, Washington 98501
tel. 360.754.1976
fax. 360.943.4427

 e-mail: kpb at bpblegal.com

 This message is confidential and may be protected by the attorney-client
privilege; it is intended solely for the use of the individual named above.
If you are not the intended recipient, you are hereby advised that any
dissemination, distribution, or copying of this communication is strictly
prohibited. If you have received this e-mail in error, please immediately
notify the sender by telephone or e-mail, delete this message from your
files, and return any printed copies to the sender by U.S. mail. Circular
230 Disclosure: Any tax advice contained in this communication (including
any attachments) is not intended or written to be used, and cannot be used,
for the purpose of (i) avoiding penalties that may be imposed under the
Internal Revenue Code or (ii) promoting, marketing or recommending to
another party any transaction, arrangement, or other matter
-------------- next part --------------
An HTML attachment was scrubbed...
URL: <http://mailman.fsr.com/pipermail/wsbapt/attachments/20150610/2d73074d/attachment.html>


More information about the WSBAPT mailing list