Your questions, our answers

1
passionate
employees
1
branches
worldwide
1
department
international
Trust: 100%
of inherited funds
secured

Protecting heritage,
serving heirs.

Why would a genealogist contact you?

We are mandated by any person with a direct and legitimate interest in the settlement of an estate: generally a notary, but it can also be a bank or a life insurance company, to establish the devolution of a deceased person's estate.

We also intervene in cases of vacant or unclaimed estates.

Our mission is to find the beneficiaries up to the sixth degree when an estate is uncertain, incomplete, or without a valid or executable will, and during our research, we have identified you as one of the closest relatives of the deceased.

What is the role of a genealogist?

Once our research has established your relationship to the deceased, we will contact you.

As specialists in inheritance law, we will also offer to represent you in order to best protect your interests in the liquidation of assets and settlement of liabilities, in collaboration with the liquidating notary: inventory, valuation, validation of the inheritance declaration, and filing with the authorities.

The research phase was only the tip of the iceberg; our work will be just as important in the second phase of settling the estate and will save you a considerable amount of time.

Why doesn't the notary search for the heirs himself?

Nowadays, with the increase in the number of divorces, the complexity of blended families, the growing mobility of individuals, variations in names within the same lineage, and increased life expectancy, identifying the heirs of a deceased person or the owners of real estate has become considerably more complex.

This task is often impossible for notaries, particularly because notaries are not trained in genealogy and heir tracing.

This requires both human and technical resources to be successful.

Thanks to the law of June 23, 2006, which regulates the work of genealogists, we can support notaries through our network of experienced researchers and our national and international network.

What happens once the heirs have been found?

Once all the heirs have been identified and located, such as yourself, we contact them and ask them to sign a disclosure agreement.

Through this agreement, we undertake to prove your rights to the deceased's estate.

How does inheritance work?

There are several key stages in the inheritance process:

  • Submission of the complete file to the notary.
  • Signing of the affidavit of inheritance.
  • Inventory and valuation of real estate.
  • Sale of these assets after agreement by the heirs.
  • Release of bank accounts and life insurance policies.
  • Settlement of bills, debts, taxes, and loans.
  • Signing of the declaration of succession
  • Distribution of funds
  • Approval of accounts by the heir
  • Transfer of funds from the trust to the heir's account
Does signing the attached contract oblige you to accept the inheritance?

Signing the agreement does not commit you to accepting the inheritance.

Only once the name of the deceased and the extent of the estate have been revealed will you be able to make an informed decision about the inheritance.

You can then choose to accept or renounce it.

Signing the agreement commits you to paying the genealogist a percentage of the assets.

In exchange, we are obliged to inform you of your rights in the deceased's estate: to confirm the family relationship and to what extent you are eligible to be an heir.

If you ultimately choose to renounce the inheritance, you will of course not have to pay anything.

What should you do if the estate has debts?

If it turns out that the estate's liabilities exceed its assets, we will definitively bear the costs incurred (travel, research, provisional invoices, etc.) by our company in connection with this case. No estate, no fee!

We will get back to you to assist you, if necessary, with the terms and conditions of renunciation once we have been informed of the deficit nature of the estate.

Do you have to advance any money?

If the estate's cash flow does not allow it, we advance the costs necessary for the settlement of the estate and the protective expenses until the final settlement of the estate.

How is our remuneration calculated?

Our remuneration is calculated based on the share due to the heir.

This is a percentage, which varies according to the degree of kinship, calculated on the share of the heir found.

These fees are specified in our contract.

Can you collect the deceased's personal belongings?

Once the estate has been settled, you may take personal belongings of the deceased, such as photographs and family mementos, provided that you notify us as soon as possible.

Movable property requires the unanimous agreement of the heirs.

Do you need to travel?

You don't need to travel if you don't want to.

We can represent you through a power of attorney and guarantee your rights in the estate to the best of our ability.

We will travel on your behalf and act on your behalf during the various stages of settling the estate (notary appointments, inventories, etc.) and we will keep you informed of all the steps and seek your approval for all important actions (sale, clearance, etc.).

Any questions? We’re here to help, so get in touch!