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Updates on our industry

2104, 2022

Free CPD for Solicitors

April 21st, 2022|

Free CPD For Solicitors For the past 2 years, Erin Research has been providing quality CPD events to solicitors across Ireland  at low cost by means of its ongoing series of online seminars. When the global pandemic set in in 2020 and the country went into lockdown for the first time in March of that year, in-person CPD events quickly became obsolete. In light of the dangers that live events presented, and in line with newly-implemented Covid-19 restrictions, the Law Society of Ireland moved to allow Irish solicitors gain their entire CPD quota for 2020 online. It was at this point that Erin Research decided to begin providing CPD lectures to the Irish legal profession. Given the nature of our core business as probate genealogists, our webinar series throughout 2020 and 2021 had been mainly probate-themed. To date, these [...]

3009, 2021

Probate Genealogists Ireland

September 30th, 2021|

Probate Genealogists Ireland What are probate genealogists and what do they do? While traditional genealogy involves the carrying out of research to establish one’s heritage or family history, probate genealogy differs slightly. It is a niche industry that exists to service solicitors or legal personal representatives (LPRs) who wish to find the correct people to whom to lawfully distribute an estate. The services of a probate genealogist are beneficial under various circumstances. Under Irish probate law, the first thing that needs to be assessed when someone passes away is whether that person died testate or intestate. If testate, it may be that a named beneficiary needs to be located, and if intestate, the entire line of entitled beneficiaries might need to be identified and located. Regardless of the circumstances, a professional probate genealogist can assist in resolving the matter. [...]

906, 2021

Probate in Ireland – Updates from the Probate Officer

June 9th, 2021|

Applying for Probate in Ireland In a recent webinar, Erin Research hosted High Court Probate Officer John Glennon BL MBA in relation to how solicitors can ensure their application for a grant of representation is accepted on the first submission. Mr. Glennon gave several invaluable tips, tricks, and errors to avoid when applying for probate in Ireland. The key areas that were covered included testamentary capacity, valuations, and oaths and bonds. For the convenience of probate practitioners, we have summarized the most important points that were covered during the webinar. Submitting Probate Papers The single biggest contributor to waiting times in the Probate Office is the error rates on papers that are submitted. Waiting times are double what they should be simply because of the error rate. It is estimated that for every ten applications submitted, eight are returned for [...]

804, 2021

Stephenson Burns Solicitors – Seminars for Probate Practitioners

April 8th, 2021|

Stephenson Burns Solicitors - Seminars for Probate Practitioners Erin Research is proud to be sponsoring the upcoming Stephenson Burns probate seminar to be held on 16th April 2021. The seminar will be the 39th such event held by principal Anne Stephenson, who is widely recognised across Ireland and beyond as a leading expert in all matters probate-related. Anne is a seasoned lecturer and imparts her knowledge to colleagues and students alike, teaching on and acting as an external examiner with the Law School at the Law Society of Ireland for trainee solicitors Anne is a member of STEP (Society of Trust and Estate Practitioners – the professional body for trust and estate practitioners worldwide), the Probate Committee of the Dublin Solicitors Bar Association, the Probate Administration and Trusts Committee of the Law Society of Ireland, and the Probate Liaison [...]

1712, 2020

Finding Beneficiaries and Next-of-Kin

December 17th, 2020|

How to locate missing next-of-kin during the probate process Dealing with a beneficiary who is named on a will but is now missing can be an awkward and time consuming situation for legal practitioners. Similarly, dealing with an intestate case where a family tree may need to be researched and verified to ensure correct distribution of the estate, can be a lengthy process. As the administration of an estate cannot be progressed until all beneficiaries are found, this can lead to long delays in the process for other entitled beneficiaries. In some cases, elderly or infirm legatees may miss out on their inheritance due to delays in administering the estate. Legal personal representatives of an estate have a legal and moral obligation to ensure that the proceeds of an estate are distributed in a timely manner to ensure the [...]

1012, 2020

Administration of assets – overcoming difficulties faced by practitioners

December 10th, 2020|

After a person has made a will, circumstances can change which may affect how a person’s assets and legacy can be distributed to their stated beneficiaries. As it falls to the legal practitioner administering the estate to resolve these issues, we spoke to Declan Whittle, barrister-at-law and an expert in probate and succession law in a recent webinar to look at some of the issues practitioners may encounter and how to overcome them. To view a playback of the webinar with Declan Whittle visit our webinars page. The webinar covers the areas of abatement, ademption, disclaimers, lapse and advancements. Nature of dispositions Devise – real property Legacy – personal property Sub sets: Specific - Gift of a particular item that is distinguishable from all other things. Can be adeemed   General - Not specifically identified eg. €1,000 to Joe [...]

312, 2020

Drafting a Will – 21 Tips for Probate Solicitors

December 3rd, 2020|

In one of our most recent webinars we spoke to Richard Hammond SC from Hammond Good Solicitors about will writing for solicitors and it’s proved one of our most popular lectures. Many solicitors have since been in touch to say they found the webinar particularly useful. To watch the webinar visit our webinar page and if you would like to view the slides that accompany this particular webinar email to request. Here, we've put together 21 tips that may help solicitors when drafting wills for their clients. Tip Number 1: Consider the risk In almost all other work a solicitor will carry out for their client there will be a limitation to the risk, whether it’s the value of the property the client is buying or the cost of an employment contract that could go wrong. When drafting [...]

2611, 2020

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 new process was introduced. An original webinar on this topic can be found here  (dated 3 September 2020) and a [...]

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