Due Diligence2023-10-24T09:58:33+00:00

Due Diligence

Estate Research believe it’s now more important than ever to demonstrate why we are a company you can trust

We are a national company with international reach, providing genealogy services to Local Authorities, NHS Trusts and Coroners since 2001.

Our success and reputation has been built not only on the services we offer, but our commitment to be transparent in all dealings we have with family members and handle matters with the utmost sensitivity, integrity and respect.

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The Probate Genealogy industry is not regulated. There is no independent body maintaining the standard for all professional genealogy companies. Over the last few years there have been a few ‘regulatory bodies’ established, but they are run by genealogy companies and therefore do not offer the independence demanded by an industry body, and for that reason we have refused to join.

However, we do recognise that we need to be constantly improving standards and practice. Where applicable we have recognised the need for staff to be qualified, so the majority of case managers are qualified paralegals and subject to regulation from PPR.

As paralegals, we are members of the Institute of Paralegals (IOP) and more importantly we are regulated by the independent professional body for paralegals, the Professional Paralegal Register (PPR). This provides consumers with an independent complaints procedure and access to compensation. Moreover, it reassures any authority considering using our services that we have the expertise and qualifications to complete any matter to a high standard.


Due to the unregulated nature of the industry, it is up to each individual company to implement their own standards and

procedures. There are numerous accreditations and certificates available to genealogists. We have only obtained the accreditations we believe essential and that add value to our work.

We would consider it essential that a genealogy company has the relevant ISO certifications, especially in data management. Here are our relevant accreditations and certifications:

  • ISO 27001 (Information security management) 
  • ISO 9001 (Quality management)

  • ICO (Information Commissioner’s Office)

  • APSE approved partner

  • Training from Cruse Bereavement Care


Estate Research are committed to collecting, processing and storing data in accordance with the General Data Protection Regulation (GDPR). We are dedicated to safeguarding the personal information under our remit as well as developing a data protection regime that is effective, fit for purpose and demonstrates an understanding and appreciation of new regulation.

We take our responsibilities to data very seriously and have a Data Protection Officer and Data Protection Manager to ensure we are protecting these rights correctly, and all of our staff have ongoing GDPR training.

On request, we can provide you with a Data Sharing Agreement or a Controller to Controller Agreement which details our responsibilities. We can also use encrypted emails to ensure an extra level of data security.

Policy of Transparency2023-10-25T11:44:03+00:00

We also want to assure you that we handle things correctly when communicating with any family of the deceased. Estate Research has a policy of full transparency. which has been standard procedure since the company began in 2001. We always share the following information with the family:

  • Who has died

  • Where and when they have died

  • Any details of the estate (if they are known and you are happy for them to be disclosed)

  • The legal responsibility of the family

  • What their share of the estate is (a rough guide if known)

  • Any other relevant information

We also want to assure you that we handle things correctly when communicating with any family of the deceased. Estate Research has a policy of full transparency. which has been standard procedure since the company began in 2001. We always share the following information with the family:

This ensures the family can make a fully informed decision as to whether they would like to use our services.

There is absolutely no obligation to use our services, however; the majority of people recognise the amount of work that has been undertaken by Estate Research, want to benefit from the use of our expertise and appreciate the security our service providers to their own finances.


It’s important that genealogists demonstrate the level of insurance that protects the public sector body against claims. As standard we hold the following levels of insurance:

Type of insurance Level of cover
Public Liability £2,000,000
Employers Liability £10,000,000
Professional Indemnity £1,500,000
Customer Care Policy2023-10-25T11:44:59+00:00

At Estate Research, we believe that the quality of our service should be consistent regardless of who is responding to the enquiry or who the customer is.

We have developed a robust complaints procedure to ensure complaints are fairly dealt with in a timely manner.

  • Complaints can be made at any time: either orally or in writing.

  • Oral complaints will be transcribed immediately and placed upon file and within a complaints folder held at the head office.

  • We shall seek to use our best endeavours to resolve all complaints in a timely and amicable manner.

  • If the complainant seeks further redress the matter will be transferred to Aidan Hutchings (Managing Director) for internal investigation. If a complaint proceeds to this stage, the complainant will be informed in writing within 2 working days.

  • We aim to investigate and reply to all complaints within 10 working days.

We also have a customer care manual and associated flowchart downloadable from our website.

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