Dormant and Orphan Balances

Dormant and Orphan Balances

The Solicitors Regulation Authority (SRA) expects legal professionals to take all necessary steps to return unclaimed client funds. If the client cannot be found, solicitors need to provide evidence which shows they have tried to trace the client.

We can help in both instances.

The Law Society recommends the use of a tracing agent as one of the steps you can take to locate missing clients. Our excellent service includes locating a current UK address, identifying any forwarding addresses and establishing if a client has passed away.

If we can’t find a likely forwarding address or a likely death for your client, our report will indicate this so that you can make alternative arrangements in accordance with your firm’s own policies.

Our fee would be a fixed price per missing client we searched for.  We never charge a percentage of the sum held on account and believe that every client should receive the maximum amount possible.

Contact us to act as a tracing agent and seamlessly return unclaimed funds

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Looking for help or guidance? Call now 0345 87 27 600 or email info@titleresearch.com

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We’re proud to be experienced people tracing and asset repatriation specialists, and our expert team can help you meet any estate administration challenge. Get in touch today.

Title Research

Spectrum House, Bond Street,
Bristol, BS1 3LG, DX 78114
T +44 (0) 345 87 27 600
F +44 (0) 333 2057011
E info@titleresearch.com