FRASER & FRASERPowered by ACTIGEN 3.0Probate Research Intelligence
From uploaded evidence to structured case intelligence
Legislative-grade rigour applied to probate research: documents become evidence-backed family trees, relationships carry visible confidence and conflict status, and beneficiary investigation proceeds under controlled, auditable review — never a black box, always a human decision.
Every case starts with the records a family left behind
Primary outcomes
Six outcomes the platform is built to deliver, from first upload to final report.
Faster ingestion & classification
Uploaded evidence is triaged and classified automatically, cutting the time from document receipt to usable case data.
Structured extraction
People, dates, addresses, and relationships are pulled from source documents into consistent, queryable case records.
Suggestion vs. verified, always separate
System-suggested facts are visibly distinct from researcher-verified facts at every stage — never blended silently.
Evidence-backed family trees
Every relationship in the tree carries a visible confidence level and conflict status, traceable back to its source.
Controlled beneficiary investigation
Beneficiary research proceeds in controlled stages, without premature legal conclusions before evidence supports them.
Full accountability
Complete activity history, task ownership, access control, and reporting across every case, for every user.
Inside the workspace
The live product — dashboards, document pipeline, and evidence-backed family trees.
142
Active Cases
37
Docs Awaiting Review
1,208
People Identified
64
Relationships to Verify
89
Potential Beneficiaries
5
Overdue Tasks
Requires Your Attention
3 documents flagged with low OCR confidence · 2 relationships pending verification
FF-2026-0142
Margaret Ellen Holt
Current stage: Extraction Review
Research Notes
Deceased died intestate. Two surviving children identified via GRO birth records; verifying paternal line before beneficiary notice is issued.
Extraction Confidence
Evidence-Backed Family Tree
Centuries of records. One auditable trail from source document to verified fact.
Every extracted person, date, and relationship keeps a live link back to the exact certificate it came from — nothing enters a case file unattributed.
Built for every role
Each role sees a workspace tailored to their responsibilities — never a dead end.
Senior Probate Researcher
Leads complex cases, reviews extraction quality, and signs off on beneficiary findings before they progress.
Probate Researcher
Runs day-to-day case research — document review, relationship verification, and drafting reports.
Supervisor
Oversees caseloads across the team, monitors overdue work, and manages escalations and quality control.
Administrator
Provisions users, manages access levels, and configures the platform for the wider firm.