24 tips on using the new SA2 Form (Statement of Affairs) as recommended by Revenue

November 26th, 2020|

In a year that saw many changes for businesses in 2020, probate solicitors in Ireland faced one of the biggest changes to affect the process of applying for probate; the introduction of the SA2 form to replace the old Inland Revenue Affidavit (CA24 form). With the Probate Office reporting error rates of 60% on probate applications, the main aim of the new SA2 form was to reduce error rates and speed up the efficiency of the application process. To do this, the process moved online. In a recent webinar with Erin Research, Mark Bradshaw of the Revenue Commissioners gave an update on the form and application process to help with questions or queries probate solicitors may have since the [...]

  • What is an Enduring Power of Attorney? Practice tips for solicitors to make the process as smooth as possible for clients and their families when drafting Enduring Power of Attorney

Enduring Power of Attorney: top practice tips

November 11th, 2020|

Erin Research regularly run webinars covering important areas of probate practice in Ireland. As professional probate genealogists, much of our work entails tracing heirs or missing next-of-kin, often in cases where a person may become incapacitated or dies intestate. In a recent webinar we looked at the enduring power of attorney – which is a legal document whereby a person sets out their preferences for who will manage their affairs should they become incapacitated. As this can be a complicated and at times fraught matter for clients, their families and solicitors alike, you may wish to watch our webinar back with David Hickey, Partner at Curry & Hickey Solicitors, a boutique firm specialising in this area. You’ll find the [...]

  • The uses of discretionary trusts in estate planning

The Uses of Discretionary Trusts in Estate Planning

October 29th, 2020|

Trusts can be set up for a number of reasons and provide a useful tool and solution to complexities that may arise in estate planning. Ultimately an estate plan provides an orderly and tax efficient transfer of assets and wealth between individuals, typically to the next generation – i.e. from parents to children. An estate plan can also encompass some life time giving and a will that will deal with an estate, upon the death of an individual. This may include a plan for gifts, inheritance, and the taxation consequences that would arise. Trusts are very effective in helping to protect both the assets and people involved. They may be used to: Protect family assets for future generations Allow [...]

  • Succession Rights in Ireland – challenging a will; applications under S.117 Succession Act 1965

Succession Rights in Ireland – Challenging a Will; Applications under S.117 Succession Act 1965

September 30th, 2020|

In Ireland, there is no automatic right to any share in a deceased parent’s estate if they die testate – that is, having made a will. If a child feels they have been left out of a will or has a case to take to seek further provision, the legislation that allows this is Section 117, Part IV of the Succession Act. This section deals with the essential validity of a will - the entitlement of a testator to leave assets. It gives the right for an applicant to apply to a court to have the court decide whether it should award an amount from the estate. Testate The Deceased must have a valid will for an application to [...]

A Ward of Court – Role of the Committee explained

September 17th, 2020|

Erin Research works with solicitors to help trace next-of-kin, beneficiaries and confirm family trees, usually in cases where a person has died and an Estate is being distributed. On occasion, Erin Research is tasked with finding next-of-kin for a person who is still living, a person who may be a Ward of Court. When a person is deemed unable to manage their assets due to mental incapacity, an application can be made to the courts to make them a Ward of Court. The court will make a decision as to whether the person should be made a Ward of Court and if so, a Committee will be appointed to control the asset’s on the person’s behalf. Ward of Court [...]

Help with New Statement of Affairs (Form SA2); replacing the Inland Revenue Affidavit (Form CA24)

September 10th, 2020|

Erin Research recently hosted a webinar for solicitors across Ireland in relation to the new online format being introduced by the Revenue Commissioners for probate applications. Managing Director Padraic Grennan spoke with Roisin McKevitt of the Revenue Commissioners and Anne Heenan of the Probate Office regarding the changes to the new format which will take effect from 14th September 2020. To date the process has involved the filing of paper form CA24 (Inland Revenue Affidavit) to the Probate Office along will all other relevant papers, however, this practice will cease from the 14th September onwards. The CA24 is being replaced by the new Statement of Affairs Form (SA2) which will now be completed online and submitted directly to Revenue. [...]

Applying for Probate in Ireland

September 2nd, 2020|

 Applying for Probate in Ireland: Nine Things to Remember In Ireland, if a person owns property and assets when they die, the executor of their estate must apply for a Grant of Probate to the Probate Office to divide up these assets according to the Deceased’s wishes. The property and assets cannot be divided up until the Grant of Probate is extracted. If a person dies without a will (intestate) a Grant of Letters of Administration is issued to the Deceased’s nearest next-of-kin at date of death, in accordance with the Succession Act 1965. Recent figures from the Dublin Probate Office show that rejection rates for probate applications run between 50% and 70%, meaning the whole process can take [...]

Members of Guaranteed Irish

May 21st, 2020|

Erin Research has recently become the only probate genealogy company in Ireland to be awarded the Guaranteed Irish symbol. Membership of Guaranteed Irish is awarded to indigenous Irish companies that provide quality jobs, support local communities and are committed to Irish provenance. The brand is in existence since 1974 and is one that helps consumers and businesses identify products and services that are better for communities across Ireland. The impact of the global pandemic means that more than ever, Irish consumers and business need to support each other, which is an ethos underpinned by the Guaranteed Irish brand.

Free CPD for Irish Solicitors

May 19th, 2020|

Erin Research has recently developed a Continuous Professional Development module that is available free of charge to probate practitioners across Ireland. The module covers how to reduce or eliminate risk when administering and distributing estates. Managing Director of Erin Research, Padraic Grennan, provides case studies relating to testate, intestate and partially intestate estates, and the solutions required to ensure safe distribution. The various probate indemnities that are available to solicitors are also discussed. The CPD module can be viewed through a pre-recorded video or via Zoom video call. Bookings can also be made for in-office training at a future date. Erin Research also provide free CPD to Irish solicitors in the form of our Probate Experts webinar series, past [...]

Probate Genealogy Services Provided to Local Authorities

May 14th, 2020|

Council Review speaks to Padraic Grennan speaks about the probate genealogy research services being provided to local authorities across Ireland. Establishing ownership of vacant homes can be a complicated issue for council housing staff. In many cases, extensive genealogy research is required to identify and trace that person or their next-of-kin. This probate genealogy service is particularly useful to vacant homes officers. As part of the Compulsory Purchase Order process, owners can be identified and located at an early stage. This eliminates any complications at a later date should a property be acquired. Erin Research has extended its probate genealogy service offering to assist councils in this regard.

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