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NEW Course:
Basic Concepts Probate Genealogy Due Diligence

We are pleased to announce this new course is finalized and released!
(1.5 CE hours)

This is an area mostly underserved by investigators, and in need by
Public Administrators and Probate Attorneys, as well as Executors and
Personal Representatives of Estates. This includes estates in which
decedents did or did not leave a will (intestate).

www.InvestigativeCourses.com/basic-probate-genealogy

Add this essential due diligence service to your existing individual locates, backgrounds, and assets & liabilities services!

About Probate Genealogy Due Diligence
Genealogy is following a Family Tree and filling in the branches for Public Administrators, probate attorneys, and estate
executors / personal representatives. Investigative findings will be used to make monetary disbursements based on the
will or statute.

Getting Started
At all basic and beginning stages, you are primarily doing research and records checks, followed by investigation.
Keep your research focused and step-by-step.
• Use Tiers to conduct in stages, issuing interim reports in each stage.
• Expand only as needed, and approved in time and budget – and legal requirements – directed by the attorney.

Recommended Investigative Protocol
Following the concepts from our course and textbook – Practical Methods for Legal Investigations:
• Prepare
• Inquire
• Analyze
• Document
• Report

Reports
Your report will depend on the client’s needs and requests
• Is it for court filing – such as an affidavit?
• Are exhibits and supporting documents requested / required?
• Is it a report format or family tree format?

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