Beneficiary Information Centre

Everything you need throughout your estate journey.

Whether you've recently spoken to one of our team or are already assisting us with an estate, this portal has been designed to provide everything you need in one convenient place.


Here you can securely upload documents, complete questionnaires, access useful guidance and understand what happens next.

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Why You've Been Directed Here

If you've received a letter, email or telephone call from Harrisons Private Client Solutions, you've come to the right place.

Our specialist team works with executors, solicitors, local authorities and professional advisers to identify entitled beneficiaries and assist in the administration of estates.

This page explains why we've contacted you, what happens next and how to complete your documentation securely.

✔ Secure Document Uploads

✔ Dedicated Case Manager

✔ Professional & Regulated Service

✔ Here to Help Every Step of the Way

Your Journey

Secure Document Centre

Identity Document Upload

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

Address Document Upload

Upload your address proof documents

Family Tree Upload

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

Upload Family Documents

Upload supporting family documents such as Birth Certificates , Marriage Certificates, Death Certificates, Adoption Records

Frequently Asked Questions

Why have Harrisons Private Client Solutions contacted me?

If we've contacted you, it's because we believe you may be entitled to inherit from a deceased person's estate, or you may be able to provide information that helps identify or locate the correct beneficiaries.


Before an estate can be distributed, we carry out detailed family history research to ensure all entitled relatives have been identified.


How do I know your enquiry is genuine?

We understand that receiving an unexpected letter, email or phone call can be concerning.


You can verify our details by:


If you have any concerns, our team will be happy to answer your questions before you provide any personal information.


Who are Harrisons Private Client Solutions?

Harrisons Private Client Solutions is a specialist estate support company providing services across probate, genealogy, estate administration, asset searches, property services and private client matters.


We work with individuals, executors, solicitors, local authorities and Court of Protection professionals throughout England and Wales.


Why do you need my identification?

To protect estates from fraud and comply with legal and regulatory requirements, we may ask you to provide proof of identity and proof of address before progressing your claim.


This helps us confirm that we are corresponding with the correct individual.


What identification can I provide?


Typically we require:

  • Proof of Identity
  • Passport
  • Driving Licence
  • National Identity Card
  • Proof of Address
  • Utility Bill
  • Bank Statement
  • Council Tax Bill
  • HMRC Correspondence


Your case manager will advise you if any additional documentation is required.


How do I upload my documents?

You can securely upload documents through our online document upload portal.


Where requested, you can also upload:


  • Identification documents
  • Proof of address
  • Family tree forms
  • Supporting paperwork


If you're unable to upload documents electronically, please contact us and we'll discuss alternative options.


Why have you asked me to complete a family tree?

A family tree helps us confirm family relationships and identify everyone who may be legally entitled to inherit.

Even information you think is insignificant can be extremely valuable in progressing our research.


What happens after I return my paperwork?

Once we receive your completed documentation, your case manager will:


  • Review the information provided
  • Verify family relationships
  • Carry out any additional research required
  • Contact you if further information is needed
  • Keep you updated as the estate progresses


How long will the process take?

Every estate is different.


Timescales depend upon factors including:

  • Estate complexity
  • Number of beneficiaries
  • Property sales
  • Probate applications
  • Third-party organisations
  • International enquiries

Some estates progress within a few months, while more complex matters may take considerably longer. Our team will keep you informed throughout the process.


What does intestacy mean?

Intestacy occurs when someone dies without leaving a valid Will.


In these circumstances, their estate is distributed according to the Rules of Intestacy, which determine who is legally entitled to inherit.


Will I have to attend court?

In most cases, no.


The majority of probate genealogy matters are dealt with through correspondence, documentation and verification without requiring beneficiaries to attend court.


How much will your services cost me?

If we are acting under a signed agreement, any fees and terms will have been clearly explained before you instructed us.


If you have any questions regarding fees, your dedicated case manager will be happy to explain them.


What if I live outside the UK?

We regularly assist beneficiaries living overseas.


Most documentation can be completed electronically, and our team has experience working with beneficiaries throughout the world.


What if I think you've contacted the wrong person?

Please let us know as soon as possible.


Even if you are not the intended beneficiary, you may still hold valuable family information that could help us identify the correct relatives.


Can I choose my own solicitor?

Yes.


Where legal advice is required, you are free to instruct a solicitor of your own choosing. Harrisons works alongside independent legal professionals where appropriate, but there is no obligation to use any particular firm.


How will I be kept updated?

Your dedicated case manager will keep you informed throughout the process.


If you have any questions, you can contact us by telephone or email at any time during normal business hours.


Contact details are available on our website. 

Useful Links for Completing Your Paperwork

Information For Entitled Relatives
Contains further information about our company and the claim process
Acceptable Identification
We require one proof of name and one proof of address.  The above contains information of which documents can be provided
Document Upload - Guide
Step by Step guide to completing your Identity Document Upload
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.

Useful Information For Relatives

Meet Your Client Care Team

Dedicated Client Care Officers

You'll be allocated a dedicated Client Care Officer who will guide you throughout the process, answer your questions and keep you updated as your matter progresses.