Beneficiary FAQs
Beneficiary FAQs
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If you have received correspondence from A. Rafael Advisory and would like more information, this page answers the most common questions we receive. We understand that unexpected contact can raise questions, and we aim to provide clear, transparent information about who we are, why we have contacted you, and what happens next.
Who is A. Rafael Advisory?
Who is A. Rafael Advisory?
We are a specialist probate research and tracing firm based in Bristol. We work with solicitors, estate administrators, public authorities and other professional representatives to trace individuals and next of kin to estates both in the UK and overseas.
Our role is independent and research-based, supporting legal professionals to administer estates where next of kin is not known, or otherwise to locate individuals in connection with legal matters more generally.
If you have received correspondence from us, it is likely because we have been formally instructed to conduct research in relation to a specific estate or non-estate matter.
Does this mean that I have inherited money?
Does this mean that I have inherited money?
We work with legal professionals on a range of matters, both estate and non-estate. If you have been contacted, it could be because we suspect you are an entitled next of kin of a deceased estate, or it could be simply in connection to an ongoing legal matter.
We only work on positive or neutral trace cases. We do not trace debtors, so we will never contact you in relation to a matter where you are deemed to owe money.
What should I do if I have received a letter, email or call from you?
What should I do if I have received a letter, email or call from you?
If you have received correspondence from us, we would ask that you read the correspondence carefully and contact us using the details provided.
If you are unsure, we are happy to explain the background of the matter further before asking you to provide any details or documentation where applicable.
How can I verify that you are a genuine business?
How can I verify that you are a genuine business?
We understand receiving an unexpected letter, email or a call might be a bolt from the blue. It is always sensible to carry out your own checks.
A. Rafael Advisory is a trusted provider of services to legal professionals and you are welcome to independently verify us by:
Visiting our website and reviewing our published contact details
Checking our Companies House and data regulation registrations
Searching for us online
Contacting us directly using the phone number listed on our website
If you have any further questions or would like more details in addition to the above, please don't hesitate to contact us
How did you find my details?
How did you find my details?
As part of our research, we leverage a variety of publicly available data to help us to locate individuals that we’ve been instructed to trace. This can be through historical archives, electoral registers, and other reputable data sources.
All of our research is conducted in line with UK data protection regulations and our company ethics standards.
How long does the process take?
How long does the process take?
Timescales vary depending on the complexity of the estate, the number of beneficiaries involved and the availability of documentation. We will always endeavour to keep you updated of major developments as matters progress with us.
How will my data be used?
How will my data be used?
Your information is handled confidentially and in accordance with UK data protection legislation. It is used solely for the research purposes and we do not sell personal data nor use it for marketing purposes.
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