Our Services

We provide specialist probate genealogy and tracing services tailored to the needs of solicitors and private client professionals. Research is scoped proportionately and reported to a standard suitable for professional reliance.

Missing Beneficiaries

We trace missing, unknown or unresponsive beneficiaries in the UK and overseas, including complex or multi-jurisdictional cases.

Services include:

• Location of missing beneficiaries within the UK and internationally

• Confirmation of identity and entitlement

• Assessment of risk where beneficiaries can not be located

• Written reports suitable for probate files and professional reliance

In the unlikely event that a beneficiary cannot be traced, we understand insurer requirements. Our reports are prepared to a standard suitable for obtaining quotes for missing beneficiary indemnity insurance where required.

All research is conducted in accordance with UK data protection requirements and professional best practice.

Family Tree Construction & Verification

We construct and verify family trees to establish entitlement under intestacy and partial intestacy, as well as under Wills and Trust arrangements.

Intestacy research forms a core part of our practice, particularly where family circumstances are unclear, documentation is incomplete, or the existence of entitled classes is uncertain.

Services include:

• Full intestacy family trees

• Partial intestacy research

• Identification of entitled classes under the rules of intestacy

• Verification of existing family trees

• Identification of gaps, risks or unresolved lines

• Clear visual charts and written explanatory reports

Research is tailored to the scope required — from targeted verification of specific lines to comprehensive multi-generation family trees designed to withstand professional scrutiny.

Document Retrieval

We obtain UK and overseas civil registration and supporting documents required to evidence entitlement and progress estate administration.

Documents may include:

• Birth, marriage and death certificates

• Probate documents

• Decree Absolutes

• Overseas civil registration records (subject to jurisdiction)

• Documentation to verify citizenship

We manage the request process and provide copies on completion.

Due Diligence and Litigation Support

We provide discreet investigative support to solicitors and professional clients in the context of contentious probate, asset tracing, or related civil matters.

Services may include

• Enhanced background and due diligence research

• Litigation support and investigative research

• Individual and corporate background, connection and asset-related research

Work is undertaken on a supporting and evidential basis, with findings reported clearly for professional review and reliance.

International & Cross-Border

We maintain a specialist proprietary database of overseas records and have developed an extensive international research network covering more than 120 jurisdictions worldwide.

This trusted network enables us to undertake effective overseas research and tracing in both commonly encountered and less familiar jurisdictions.

Our international capability supports:

• Estates with overseas beneficiaries

• Cross-border intestacy cases

• Research in jurisdictions with limited digitisation or language barriers

• Time-sensitive or higher-risk overseas enquiries

Where appropriate, overseas research is coordinated, quality-checked and reported in a format suitable for probate and for professional reliance.