Client Information

Welcome to Harrisons Private Client Solutions

Please find below information to assist in the completion of your digital or paper copy Client Information Pack.

Should you have any queries please contact us

Thank you for visiting our Client Information Page. Here you will find useful information to assist in the completion of your documentation to instruct our services, along with further information regarding the process and our company.

Frequently Asked Questions?

We have put together some useful links below to navigate to the correct page of our website.

Useful links for completing your paperwork

Information For Entitled Relatives

Contains further information about our company and the claim process

Acceptable Identification / Address

We require one proof of name and one proof of address. The above contains information of which documents can be provided

Digital Documents - How to Guide

Step by Step guide to completing your online digital forms.

Cancellation Form

Should you sadly wish to cancel your agreement within 14 days of signing your documents. Please use the attached template to complete and return to us.

Document Uploads

Identity Document Upload

If you have been requested to supply identity documents, you can upload securely via the above link

Family Tree Upload

To complete and upload a family tree form please use the above link.

Useful Information for Relatives

How Long Will the Process Take?

View the process and time frame via our Heir Hunters Process Chart.

Who Inherits? - Rules of Intestacy

The Rules of Intestacy dictate who inherits in an intestacy. We have put together a diagram to explain.

Bereavement Support Advice

We know this is a difficult time for relatives. We would recommend speaking with Cruse Bereavement Support.

Find Out about our Regulator PIPRA.

How do you know the matter will be dealt with correctly and in a Professional manner? As a regulated firm we adhere to a strict code of conduct, ethics and professionalism. Find Out more about PIPRA.

Our Group