[WSBAPT] Heir search company needed - Any suggestions?

Katharine P. Bauer kpb at bpblegal.com
Wed Jun 10 17:18:09 PDT 2015


If possibility of out of country, Igs works well.  We had another one at
first who missed the 70+ Canadian heirs...
On Jun 10, 2015 5:01 PM, "Mike Winslow" <mike at winslegal.com> wrote:

> The link for IGS is
>
> http://heirsearch.com/
>
>
>
>
>
> Michael A. Winslow
>
> 1204 Cleveland Ave.
>
> Mount Vernon, WA 98273
>
> Ph. 360-336-3321
>
> Em. Mike at winslegal.com
>
>
>
> This message is from an attorney, so it’s confidential. If you are not the
> intended recipient, it’s too late to stop reading this message, but you may
> not use it for any improper purpose. Huge Disclaimer available upon request.
>
>
>
> *From:* wsbapt-bounces at lists.wsbarppt.com [mailto:
> wsbapt-bounces at lists.wsbarppt.com] *On Behalf Of *Katharine P. Bauer
> *Sent:* Wednesday, June 10, 2015 4:35 PM
> *To:* WSBA Probate & Trust Listserv
> *Subject:* Re: [WSBAPT] Heir search company needed - Any suggestions?
>
>
>
> 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
>
>
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>
>
> --
>
> 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
>
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