Private Client Services - Estate Research

At Estate Research we are committed to making life easier for our private client practitioners.

Through our commitment to quality, ethics and accountability we seek to provide a quality service that practitioners will use and, crucially, use again. We deliver comprehensive research on time, every time and distil our findings in a succinct report that you can rely upon.

At Estate Research we are happy to help your firm wrap up any case, no matter size, age or complexity. We understand that every case is unique and so recognise the importance of choice. This is why we strive to provide our private client practitioners with a range of fee options and allow you and your client to decide what suits you.

We have a policy of transparency informing beneficiaries of all the salient details as we think this is the right thing to do.

Reputations are hard won, our good name is maintained through a strict adherence to our Code of Ethics and ICO standards.

We invest heavily in databases and staff: with over 100 years in-house experience and a swathe of technology at our disposal we are well equipped to bringing a resolution to problems you may encounter.

We constantly ask ourselves what does the market want/ require. To that end we benefit from the services of an in-house solicitor who has over 10 years practising for large national law firms; in addition, as proud sponsors of ‘The Solicitors Group’ we gain a useful insight into current issues and trends affecting the sector.

We have a range of services some of which are free, all of which are designed to solve problems with minimum fuss to you.

In conjunction with our insurance partner, we provide various competitively-priced policies aimed at addressing risk.

Confused about fees? Fee options explained

Meaning

Commission basis, agreed directly with each beneficiary on an individual basis in accordance with a policy of full transparency. Commission rates can be set by the practitioner in advance.
Risk

We accept the risk: no charge is conferred to you regardless of the time, effort and resources spent on the case.
Benefit

Contingent basis meaning no direct cost, beneficiaries agree the fees minimising risk of complaints to solicitors.
Disbursement
costs

On us.
Recommended
use

Bona vacantia cases, i.e. intestate cases where there is no known kin. Particularly complex cases or cases where there are overseas elements. Where particular expediency is required.

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