We’re excited to share the latest episode of ‘On the Sofa’ with Nellie Support’s Director, Ben Slater, featuring our very own Dave Lockwood, Senior Client Relationship Manager at Finders International.
In this insightful and heartfelt conversation, Dave joins Nellie Supports to explore the fascinating (and often emotional) world of probate genealogy, diving into its deep connections with deputyship, safeguarding, and estate protection.
From tracing missing heirs to uncovering lost wills and helping to manage unexpected inheritances, Dave walks us through the essential behind-the-scenes work that genealogists carry out to support private client solicitors, deputies, and vulnerable individuals.
Topics include:
- The true role of a probate genealogist (aka Heir Hunters)
- How professionals trace next of kin and verify family trees
- Supporting deputies in fulfilling their best interest duties
- Real-life stories of million-pound estates, digital heir tracing, and lost beneficiaries
- The risks associated with sudden wealth and how safeguarding plays a crucial role
- The importance of collaboration between genealogists, legal professionals, and social workers
This episode is especially valuable for:
✔️ Court of Protection and private client solicitors
✔️ Deputies and attorneys
✔️ Social workers, assessors, and case managers
✔️ Anyone involved in estate planning or supporting vulnerable adults
Nellie Supports is a trusted provider of mental capacity assessments, care planning, and safeguarding services across the UK. Their ‘On the Sofa’ series brings together voices from across the legal, health, and social care sectors to explore the real-world impact of frontline work and expert collaboration.
Learn more at www.nelliesupports.com