Factors to consider when deciding to use a genealogist

1. Your Requirements - The first thing to consider is exactly what assistance you need and the desired results. In addition to the standard genealogical services; this may include assistance such as searching for assets and arranging the sale of a property. It is much easier, and often more cost effective, for you to instruct a firm that is able to carry out all required services and support you throughout the entire administration process through to distribution.

2. Experience – The rise in popularity of genealogy, and the media focus it has attracted over recent years, has resulted in an increase in new small firms and enthusiastic amateurs offering these services. It is not only important that you choose a reputable firm that you can trust, but also a firm with the legal training and experience to handle even the most complex cases swiftly and effectively.

3. Regulation – When contemplating whether to engage a genealogist, consider whether they adhere to a set of industry standards. In response to the lack of regulation in the industry a new regulatory body was established in June 2016, the Association of Probate Researchers (APR). The APR is a voluntary body which is regulated by the Professional Paralegal Register scheme. Members of the APR sign-up to a robust Code of Conduct with an independent complaints procedure and compensation scheme.

4. Research – A good firm will be set up to handle even the most complex research, whether in the UK or overseas. This should include the ability and willingness to contact potential beneficiaries or the skills to work on a ‘zero contact’ basis if you require. The introduction of online searches over recent years has undoubtedly made certain aspects of research faster. In order to ensure that all searches can be handled in such an effective and timely manner, it is worth selecting a firm with onsite libraries, resources and easy access to all types of records.

5. Credentials – Factors to consider are not only the size of the firm, to ensure they will effectively handle your case along with existing workload, and the age of the firm, to establish reliability and experience, but also the credentials they hold. It would be wise to instruct a firm that has achieved relevant security and quality standards through independent assessment such as ISO 27001 and ISO 9001. Your chosen firm should also have adequate professional indemnity insurance in place to cover the work that they do.

6. Quality Reporting & Support – In order to fully support you in the distribution of an estate, your chosen probate research firm should offer you a full report of their findings and a distribution schedule to aid you in the calculation of each heir’s entitlement. You may also require assistance in court; this makes a firm with a recognised expert witness a wise choice. It is also at this stage that you would look to use a thorough report to arrange insurances to protect yourself against unexpected post-distribution claims using an indemnity insurance policy. A good firm will be able to arrange these covers for you and should be authorised by the Financial Services Authority for the purposes of doing so.

7. Choice of Fee Structure – When you receive a quote for the work, it is important that you are given a choice of fee options so that you can remain in control and choose the right fee structure for your case. A firm that understands that each case is different, and provides a wide range of fee structures, will ensure that this will occur.

About Fraser and Fraser

Fraser and Fraser is one of the UK’s largest professional genealogists and international probate research companies and a corporate member of the Association of Probate Researchers (APR). Our Case Managers are regulated by the APR and Professional Paralegal Register. We provide specialist research and support services to the legal profession and public sector in tracing missing beneficiaries to unclaimed estates worldwide.

With over 90 years of experience, we have built up a network of European offices and developed partnerships and working relationships with leading genealogists around the world. Working alongside the legal profession, banks and a number of divisions within the public sector, each referral is treated on a case-by-case basis, as we pride ourselves on our commitment and clarity.

To find out how we can help, call 020 7832 1430, email legal@fraserandfraser.co.uk or visit www.fraserandfraser.co.uk

 

 

Back to the SOLICITORS group News

Media Centre

“The Solicitors Group online directory is an established and respected channel for legal professionals, meaning I can talk to my existing and future customers about products and services both quickly and easily.”

Carole Hatton
Marketing Manager
Landmark Information Group

“Reaching our niche market can sometimes be challenging, however we find promoting our legal training courses on www.thesolicitorsgroup.co.uk an excellent way of contacting both existing and new customers. The service we receive from The Solicitors Group is both professional and relevant to our core activities and we would recommend their services to others.”

Euromoney

“I must say that to date we have been very pleased with the referrals we are getting from your site.”

Paul West
Orchid Cellmark

“The Newsdesk feature on www.thesolicitorsgroup.co.uk is ideal for us. Its prominent location on the site provides a great platform to communicate key messages to existing and potential clients.”

Neil Phillips
Marketing Manager
Countrywide Legal Indemnities

"We are very happy with the referrals we are getting from The Solicitors Group web-site."

C.A. Bishop
Technical Director
Wickham Laboratories Ltd

“We received 419 click-throughs to our site from advertising with www.thesolicitorsgroup.co.uk”

Legal Prospects

“Putting myself in my potential client's shoes, I consider www.thesolicitorsgroup.co.uk to offer perhaps the clearest and most user-friendly listing of expert witnesses, especially in its choice of index terms.”

Ivan Vince
ASK Consultants

“The banner ad looks great”

Samantha Dawson
Director
The Bundle Business Limited

“The Solicitors Group has been fantastic in helping us to raise awareness about bowel cancer, which kills 16,000 people every year in the UK. Bowel Cancer UK aims to save lives by raising awareness of bowel cancer, campaigning for best treatment and care and providing practical support and advice. Without the support of organisations such as the Solicitors Group we would be unable to carry out this vital work. We are very grateful to the team at the Solicitors Group for their support and assistance.”

Tamara Matthews
Legacy Officer
Bowel Cancer UK

“As a result of Law London, we have registered 208 new companies/firms to the website, generating £20,797 GWP to date, as well as reinforcing our presence in this very profitable marketplace.”

Aviva

“The event was well put together and executed, and the traffic of potential customers for us was high. We had a number of enquiries regarding our services after the event and we feel our attendance there was important to our overall brand exposure. We feel a Law event of this size without Euromoney Legal Training present could potentially be hurtful to us as a business. We would recommend you to attend and shall ourselves be there again in 2008.”

Euromoney

“Many thanks for the prompt service.”

Martin Gibbs MBE
Director / Investigator
Griffin Forensics Ltd

“A targeted email to key customers is an invaluable method of communication, endorse this with the Solicitors Group branding, relevant editorial content and you have created a winning combination! We look forward to reading the next edition.”

Carole Hatton
Marketing Manager
Landmark Information Group

“Talking directly to Property Lawyers is critical to us as they are key customers or potentially could be for all of our products, The Solicitors Group offer a perfect solution to get our messages right to the right people”

Carole Hatton
Marketing Manager
Landmark Information Group

“Thank you for having a useful and informative site, it is good to see a comprehensive and friendly portal.”

Stefan Fann
UK Probate Services

“Cadogans aims to keep its brand image in front of lawyers who may be looking for engineering experts. A check on Google analytics showed that referrals to our website from The Solicitors Group website were above average.”

Daphne Wassermann
Technical Director
Cadogans