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Missing Heirs & Probate: Strategies for Effective Due Diligence



Learn how to investigate probate and missing heir cases with confidence. You'll use proven due diligence methods to trace relatives, verify identities, and locate next-of-kin.

2 CE HR(S)

Accepted for CE in: AL, GA, IA, IL, KS, KY,MN, MO, NC, NM, OK, OR, SC, TN, TX

Presented By:

Dean Beers

$75.00

SKU: 279190 Categories: Alabama, Default, Georgia, Illinois, Iowa, Kansas, Kentucky, Minnesota, Missouri, New Mexico, North Carolina, Oklahoma, Oregon, South Carolina, Tennessee, Texas

About this Course

Course Description:

Learn how to apply due diligence techniques to probate and missing heir investigations. We walk private investigators through a step-by-step protocol for finding next-of-kin and verifying heirship using public records, genealogy tools, and investigative data. You’ll gain practical skills for building leads, confirming identities, and locating relatives. Tools essential for probate litigation and estate resolution!

Learning Objectives

  • Conduct and complete basic genealogy due diligence.
  • Learn the basics and foundation of the “prepare, inquire, analyze, document & report” protocol.
  • Learn the concepts of research of public records and data resources, including specialized genealogy sources, and investigative follow-up.
  • Learn the methods of reporting and supporting documentation for clients and court filings.

Course Outline

  • Lesson 1: Introduction
  • Lesson 2: About Probate Genealogy Due Diligence
  • Lesson 3: Getting Started
  • Lesson 4: Investigative Protocol and Method
  • Lesson 5: Reports
  • Lesson 6: Summary and Conclusion
  • Quiz/Assessment

Key Features of this course include:

  • 2 hours of on-demand instruction delivered through pre-recorded video modules (asynchronous)
  • Downloadable/Printable Materials: Slide Deck/Handout
  • Expert-led lectures featuring practical, real-world insights
  • Quiz/assessment with unlimited attempts to reinforce learning
  • Certificate of completion immediately awarded upon successful course completion
  • Online access for 6 months from the date of purchase

2 CE HR(S)

Accepted for CE Credit in:

AL, GA, IA, IL, KS, KY,MN, MO, NC, NM, OK, OR, SC, TN, TX

GA Training Instructor License No: CLTR001024 (duly licensed and facilitated by the Director of Instruction, Thomas H. Humphreys)
MN Board Course Approval No.: CPD-717
MO Board Course Approval No.: 00178
NC PPSB Course Approval No.: PPSB-25-031
OK CLEET Course Catalog No.: PS25-0091
TN Course Approval No.: 2510.03
TX PI CE School License No: Y00170 (d/b/a PIEDUCATION.COM)

North Carolina disclaimer: A maximum of 6 CE hours may be obtained from online, asynchronous courses per renewal period.

Required Oklahoma CLEET Disclaimer: This class has been cataloged by the Council on Law Enforcement Education and Training for 2 hours of mandatory continuing education credit. Regarding any law enforcement concepts, practices, methods, techniques, products, or devices as might be taught, promoted, or otherwise espoused in outside schools or seminars, there is no intent, expressed or implied, that listing the course in the CLEET Course Catalog indicates or in any way conveys ‘CLEET approval’ of such concepts, practices, methods, techniques, products, or devices, unless such approval is explicitly stated by CLEET.

Course Format: This is an online, on-demand course with no scheduled login times. Participation and time spent are tracked through the learning platform, and active engagement is required for completion. Questions may be submitted by email.

Intermediate Level:  This not your first rodeo. You’ve got the basics down. We’ll build on what you already know, revisit the fundamentals where it counts, and get into the real-world stuff that actually makes you better at your job. Practical, engaging, and never boring.

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Since 2001, PI Education has been the trusted resource for online continuing education courses for private investigators.

Thousands have counted on us for their continuing education every year. We will keep you engaged  and on top of the information you need to know.

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TX CE School License No.: Y00170

GA Classroom Instructor License No.: CLTR001024

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