Code of Practice

Probate Research Code of Practice

As a member of the Federation of Probate and Asset Research, below are my guidelines. 


Professionalism is a priority when dealing with clients, authorities or organisations.


A commitment to efficiency of process; encompassing timescales, finances and communications is vital.


Production of clear and precise documentation for clients and other parties.


Transparency and clarity in outlining fees and charges.


ICO (Information Commissioners' Office) registration.


Beneficiaries will never be asked to sign for anything other than their NET share of the Estate.


Beneficiaries will never be asked to agree to a finders commission on the gross share, neither can they contract other beneficiaries.


Beneficiaries will only be asked to supply ID in line with current Government Legal Department's requirements.


Only one beneficiary's authority is needed for a probate researcher to submit a claim, but the law requires that the Administrator identify as many beneficiaries as possible who are entitled to share in the Estate.


Beneficiaries will never be asked for any money upfront.


Beneficiaries may assist Probate Researchers with family knowledge but will never be asked to pay for additional research.


Beneficiaries will always be given the option of appointing their own Administrator in the event of a successful claim.


Contracts will always have a cooling off period of 14 days which only the beneficiary can agree to do away with. The Contract will state clearly how the beneficiary may cancel.


Terms and Conditions are stated in the Contract Agreement.

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