Probate genealogist and heir tracer

Help solicitors and executors find missing heirs and prove family links when someone dies without a clear will.

Researcher studying old parish records and documents at a desk.
Startup cost£500 to £3k
Monthly revenue£500 to £3k
Time needed10+ h/week
First incomeMonths
  • £500-3k
  • Part-time
  • From home

Estimates for a small start in the UK, not guarantees.

What it is

Specialist genealogy that identifies and verifies the living relatives entitled to an estate. You build evidenced family trees, find missing beneficiaries and provide reports that solicitors and administrators can rely on.

Your first three steps

  1. Build experience with general family history work and study the basics of intestacy and probate
  2. Introduce yourself to local solicitors' private client teams with a short note and sample anonymised report
  3. Consider joining a professional body such as AGRA and get professional indemnity insurance quotes
Who pays

Solicitors, estate administrators and executors, and sometimes the heirs themselves. Fees are agreed with whoever instructs you.

How it makes money

Fixed or hourly fees for research billed to solicitors and administrators. Some firms in this field work on a percentage of an inheritance, but check what is permitted and appropriate before offering this.

Skills that help
  • Rigorous evidence-based research
  • Knowledge of UK inheritance and intestacy basics
  • Professional report writing
  • Tact when contacting unknown relatives
Watch out for
  • Professional indemnity insurance is strongly worth checking, as errors can affect who inherits
  • Data protection and confidentiality: check ICO registration and how you handle sensitive information
  • Rules on approaching potential heirs and charging a share of an estate: check current professional guidance
  • Income can be uneven, as instructions come in irregularly and payment may wait on the estate
  • Established firms dominate this niche, so expect it to take time to win trust

Deep research report · UK

Everything you need to start: probate genealogist and heir tracer

Researched with live web search for United Kingdom: real startup prices, the licences and rules, what others charge, a break-even example, how to find your first customers and a 30-day launch plan. With sources.

  • Startup costs with real prices
  • Licences, registration and rules
  • Pricing: what others charge
  • Break-even example
  • Finding your first customers
  • 30-day launch plan
  • Risks and how to reduce them
Ready in about 2 minutes · one-off payment, tax included

See a full sample report

Questions people ask

How much does it cost to start as a probate genealogist?

Startup costs are typically around £500 to £3,000, depending on research subscriptions, equipment, insurance and any training you choose. These are estimates, so cost your own plan, including professional indemnity insurance, which is strongly worth checking.

How much can an heir tracer earn?

Monthly revenue is typically around £500 to £3,000, depending on how many instructions you win and the fees agreed. Income can be uneven, and payment may wait on the estate. These are estimates, not guarantees, and established firms can make winning trust slow.

What rules should I check before tracing heirs?

Check data protection and confidentiality, including ICO registration and how you handle sensitive information. Also check current professional guidance on approaching potential heirs and charging a share of an estate, and look into professional indemnity insurance.

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