Policy of Transparency
Policy of Transparency
We’ve always done things the right way. Estate Research has operated a policy of transparency when dealing with family since our formation in 2001.
Beneficiaries are under no pressure to deal with us. If they choose to deal directly with the authority, then we will assist them with proving entitlement free of charge.
Our obligation is to ensure the safe hand over of any financial paperwork/valuables/keys to the correct people.
Our policy of transparency underpins everything we do at Estate Research and gives the authority the confidence that they are dealing with the correct family.
Under this policy we divulge all the information we have in our possession to any family traced. This includes:
Who has died
and where they
lived
Value of the
estate (if known)
Who has referred
the matter to us
Indication of the
size of the family
who will inherit
(if known)
Legal process
needed to wind
up the estate