Our Solicitor panel firms & the role of the Administrator

Estate/Trust Agreement

Research is carried out at no charge to the estate or your firm. A percentage commission or pre-arranged fee is agreed with Executor, Administrator, Trustee or Personal Representative (“PR”) in advance. Our fee is then payable from the individual net share(s) of any heir(s) we locate on distribution of the estate or share(s) in question.

• Ideal where modest sums are at stake, but can be used in most situations where a PR is already appointed.
• Suited to situations where the heir(s) to be found are thought to be close kin to the deceased (i.e. Spouse or issue), minors or disabled.
• Quick results – work can commence immediately on telephoned or online authority.
• Maximum percentage commission can be set in advance.
• No disbursement charges.
• No heir(s) found = No fee.

Budget

Research carried out to an agreed budget limit and paid by the general estate. We report on the conclusion or progress made within this figure. Please note that, whilst we try to quote to complete research within the budget, further budget(s) may be required if research expands or is more complex than originally anticipated. Our fees are inclusive of all general expenses (post/fax etc.) but exclusive of disbursements (see terms & conditions for details) which are recharged at cost. Fees payable by 28 day invoice on production of our report.

• Ideal where steady progressive research is preferred, usually into specifically defined areas of the family tree.
• Suitable for research to find beneficiaries named in wills.
• Minimal estate value / sum at stake restrictions.