Estate Case Manager - Probate Genealogy
CurrentResponsible for:Simultaneously managing circa 65-70 projects, involving circa 60 external clients.Conducting forensic genealogy and beneficiary tracing on behalf of external partners such as solicitors, banks, and trust companies, as well as members of the public Utilising a range of digital and traditional resources to investigate and unearth complex family trees and track down missing beneficiariesDeploying industry recognised/standard research processes to ensure findings and methodologies can be explained and defendedDistilling the information gathered into written reports against specific insurance underwriting standards Project/programme planning to ensure deadlines, budgets and charges and full cycle accounts are managed and progress is communicated in the moment or in detail monthly.