Everything You Need to Know About Finding Lost Beneficiaries and Heirs (Virtual Program)

Event Date:

January 13, 2022

Event Time:

12:00 pm

Location:

VIRTUAL

Speaker: Katharine O’Connell, Founder, North Coast Genealogy

Description:

Beginning an heir search can be a daunting task for attorneys and executors faced with unknowns. Whether locating beneficiaries of intestate estates or trying to locate next of kin for notification, the legal stakes of getting it right are high. Add in family estrangements, missing people, divorces, adoptions, and international borders: you may feel overwhelmed! Katharine O’Connell will discuss some of the scenarios you might face in your practice and how to go about resolving them. She will help you learn what to look for when hiring a researcher. Finally, she will walk you through a sample case to give you a sense of the research process, the problems you might encounter, and how to be sure that all heirs are accounted for.

Speaker Bio:

An experienced forensic genealogist, Katharine assists attorneys and major banks, in locating missing and unknown heirs. She has provided due diligence in over 150 probate cases in locations throughout the United States. Clients include attorneys throughout the state of Ohio and the trust departments of Key Bank, and PNC Bank. She regularly does pro bono research for the Legal Aid Society of Cleveland.

She is a professional affiliate member of the Cleveland Metropolitan Bar Association and the Ohio State Bar Association, and a member of the Estate Planning Council of Cleveland, the Association of Professional Genealogists, and the National Genealogical Society. Volunteer activities include leading a research team to find family members of the relocated Columbia Harmony Cemetery in Washington, DC, and mentoring members of the Association of Professional Genealogists, Forensic division.

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Location:

  • VIRTUAL

Event Schedule Details

  • January 13, 2022 12:00 pm   -   1:00 pm
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