We are a UK-based specialist probate, genealogy and tracing practice, providing rigorous research to support estate administration. We work with solicitors, Executors and Trustees to identify missing beneficiaries, verify family trees and secure the documentary evidence needed to progress estates with confidence, even where matters are complex or cross-border.
A prime focus of our work is complex and cross-border estates, where international research, unfamiliar jurisdictions or fragmentory records present additional risk for practitioners.
We support matters involving overseas beneficiaries, multi-jurisdictional intestacy, and general research in over 120 jurisdictions.
We operate to clear professional and regulatory standards. We are registered with the Information Commissioner’s Office (ICO) as a data controller and hold professional indemnity insurance appropriate to specialist probate and estate research work. Our research is conducted to the highest insurable standard and all personal data is handled in accordance with our strict privacy and security policies.
Many probate and trust matters only require early clarification to move forward - whether that is confirming entitlement, understanding the scope of potential research, or assessing risk before costs are incurred.
We are happy to have an initial, informal discussion to understand the circumstances of a matter and advise on whether specialist research is likely to be required, the likely scope and timescales involved and how research can be proportionately targeted to the needs of the estate.
Where appropriate, we can provide a clear written scope and estimate before any work is undertaken.
For initial enquiries, please contact enquiries@rafaeladvisory.com, or for more information call us on 0333 772 4565.
Initial discussions are informal and without obligation.
A. Rafael Advisory - Specialist Probate Genealogy & Beneficiary Tracing