A Guide to Probate Insurance Claims

A Guide to Probate Insurance Claims
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  • Released 6th Nov 2023
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Of all our products the claims under Executor and Inheritance cover are by far the most interesting.

We are speaking about two types of cover in this video, firstly the topics our viewers will be very familiar with: missing beneficiaries and missing wills; and also a product that practitioners and charities using more to deal with the what if scenario – our comprehensive indemnity product.

This session will: discuss the use of insurance for estate distribution, referencing real claims that we have received and explore how we have handled those, including negotiating personalities and the costs and payouts that accumulate.

This is a lively, informal discussion between Naomi Hare (Head of Claims at DUAL Asset), Phillip Oldcorn (Chairman and Founder of DUAL Asset) and Wesley Timothy (Senior Underwriter at DUAL Asset).

Learning objectives:

  • Understand what happens when a claim is received on an insurance coverage.
  • Be informed of the costs that accrue and are paid.
  • Become aware of the insurance options available to assist when distributing an estate.

Your CPD Certificate can be found in your Account.

Wesley Timothy

Senior Underwriter

DUAL Asset

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Naomi Hare

Head of Claims

DUAL Asset

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Phillip Oldcorn

Executive Chairman

DUAL Asset

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