Heirtrace are specialists in tracing people for asset reunification. Led and advised by some of the industry’s most experienced individuals in the field of financial services, law and genealogical/people tracing, the Heirtrace team combine vast experience and true forensic analysis to the technology available. Offering our clients the very best in people tracing and asset reunification capabilities.

We are committed to asset reunification

Importantly, tracing people for assets reunification is the sole focus of our business and developing ways to do this effectively for our clients is our continuous agenda, both in the short term, but more importantly in the long term. The development of a bureau based system to help organisations manage dormant accounts in the future, for use within client organisations is a key step to tackling this issue in the future.

Taking tracing one step further

Human application is key to all elements of our business model, whether through checking computer generated results, which are not always 100% accurate, or through the search procedures in the complex cases. This ensures the greatest level of accuracy, the highest chance of success and the greatest protection against fraud.

Confidentiality

Heirtrace takes great care in ensuring confidentiality in all aspects of work done, working to an agreed code of practice, which sets out general principles of ethical conduct. Heirtrace staff are bound by a culture of discretion in all elements of their work.

Fair and transparent pricing

Heirtrace pride themselves on having an entirely fair and transparent approach to pricing. Costs and fess relate directly to work done without reference to the value of the bequest or estate. We strive to be the most competitively priced professional searching agent, with no compromise on quality of service.

Commitment to the guidance of the Association of British Insurers

Welcoming the recent documentation produced by the Association of British Insurers, guiding insurers on the instruction and use of tracing agents, Heirtrace is fully committed to following these guidelines, providing all clients with the confidence they require. Heirtrace meets and surpasses these guidelines particularly in respect of privacy, high ethical standards and compliance with the law.