Some Frequently Asked Questions and Terms of Business

Here I have given  answers to some Frequently Asked Questions. There are probably a lot more questions! If you have any please e mail me, contact me through the Contact Me form or raise your query during any initial free consultaion we have.

Please read these FAQs carefully. In particular please note the last four questions and answers. Unless agreed between us and varied in writing the facts and matters set out below form the basis of the agreement between the client and Christine Wibberley:Trace Your Ancestry in relation to any research work carried out.

Q. How much will your services cost?

A. Every project is unique. As the time spent on a Starter Package is fairly predictable I am able to offer a fixed price dependig which option you choose. All other requests are assessed and a budget and timescale arrived at on the basis of an hourly rate depending on the type of work.

 

Q. Do you charge by results?

A.Except for fixed price packages all work is charged by the time spent, irrespective of outcome

 

Q. Are certificates of Birth, Death or Marriage always needed?

A. They are not always needed to prepare a starter package. That is because frequently information can be obtained from the indexes of the General Register Office. This may include information as two who is likely to have married whom. That is not to say certificates will never be required because it is not always possible to tell who the particular bride at a wedding was when there is, for example,  more than one bride listed with the same forename in the indexes. Also a birth certificate is often absolutely neccessary to establish parentage. However since November 2016 this has been made easier because the GRO has updated its indexes to show the mother's maiden surname. Additionally certificates of births marriages and death can give variable useful information about places events and people, their occupations and ages. Clients should note that it is possible despite taking all due care to obtain an incorrect certificate, that is one which does not relate to the person being researched. That may arise because a surname, or combination of forename and surname, is common.

When ordering certificates I exercise all reasonable care to obtain the correct one. However because of the limited information in the indexes (though these have now been updated by the GRO) occasionally an incorrect certificate is obtained If this occurs, whilst it is unfortunate I cannot be expected to pay for a further certificate being obtained and I am not, of course, responsible for errors in the indexes themselves. For further information please see my Notes on Records, the link to which appears below. Also the obtaining of certificates speculatively is part of the research process, as is following any other line of enquiry.

 

Q. What time is chargeable?

A. All time spent furthering the project, within budgets and time estimates previously agreed with you, is chargeable. This might be examining records and documents, preparing the tree and report and any other time spent furthering the project.  It is important to understand that time is chargeable whether or not there is a positive result to the search or research.

 

Q. What if it appears that the original aim of my project cannot be fulfilled after I have instructed you?

A. If it becomes clear that the anticipated line of enquiry is likely to prove fruitless then I will inform you as soon as practicable.

 

Q. What about ancestors born before the nineteenth century and even earlier? I have heard of people who can trace their ancestors back a very long way.

A. Sometimes eighteenth century ancestors can be traced quite easily. An ancestor with a long life could have been born in 1770 and appear in the 1861 census. Some Parishes preserved their records well while others may have been put in a damp chest. In the example of Roland Higgins report the only record of his great grandmother Sarah Howorth is in one census, therefore there are no details of her parents available. On the other hand there are records taking his great great grandfather John Dransfield back to John’s grandfather, James Mellor, born in 1706. The line of Will Arkinstall born in 1788 can be traced back to Will’s great grandfather John Arkinstall born in Cheswardine Shropshire in 1593.

 

Q. If you are preparing a Starter Package for me and find ancestors born before 1837 what will you do?

A. I will tell you as much as I know about them without actually researching them, if the reserach is for an enhanced package and give you my opinion as to whether further research could be usefully pursued.

 

Q. What are my chances of finding ancestors before the end of the eighteenth century?

A. That depends on several factors. These include how well local records were kept and have since been preserved, whether your ancestors owned land, paid taxes made wills, were descended from the nobility, were non conformist in their religion, did anything noteworthy or newsworthy, wrote letters and kept diaries or family bibles. Your chances of finding a literate wealthy land owning ancestor born in the seventeenth or eighteenth centuries is far more likely than finding an illiterate agricultural labourer who regularly attended his Parish Church. However if your ancestor  fell on very hard times, claimed parish relief or even died in a workhouse then the chances of him or her being found again increase.

 

Q. If a line of enquiry fails from online research is that the end of the search?

A. Not necessarily. In some cases I can suggest alternative lines of enquiry in which case I will give a new estimate or fee quotation. In cases involving myStarter Package I may be able to suggest other lines of enquiry or records which might be expected to provide results. If you instruct me to pursue those I will apply an appropriate discount and give a fee based on the research of other resources or line of search.

 

Q. Why might an ancestor be untraceable?

A. It could happen for all sorts of reasons. For example an ancestor may have been illegitimate and no note made of his father’s name on his birth record. When Civil Registration was first introduced in 1837 registration of births by a parent was not immediately compulsory so a birth might not have been registered. Some people seem to have avoided beeng recorded in records!

 

Q. Do I have to pay travel expenses?

A. All foreseeable disbursements will be included in the original budget. I will inform you during the course of the research if I think that  particular expenditure might give useful information to further the project. No expense will be incurred without prior approval from you, the client. However expense spent travelling to Lancashire Archives at Preston will not be chargeable. Other travel, which might include travel to visit a cemetery, or photograph a building would be chargeable at £12.50 an hour plus the expense of travel.

 

Q. What if you advise looking at a record held many miles from Lancashire?

A. I would not suggest that you pay me to travel to say London! If a record was only available by a visit to a record office at a distance, I would, having ascertained by enquiry that a record was likely to assist, ask another researcher local to the office to attend and provide a copy or abstract of the record. You would be advised of the cost beforehand and the instruction would not proceed without your approval.

 

Q. When do I need to pay you?

A. Before I start work on your project I need, if the agreed costs are £100 or less the whole of the fee I have agreed with you plus the agreed out of pocket expenses in full. If the fee is between £100 and £200 I will need £100 plus agreed out of pocket expenses and if the fee is £200 or more one half the fees plus agreed out of pocket expenses. If I advise that a particular record is obtained, for example a will and its grant I will normally ask you for the disbursement before I incur it. Please noite that I do reserve the right to require the whole of the anticipated costs of any project before the commencement of work. Please also note that in the event of you changing your mind about the work after payment of the initial deposit the deposit is non-refundable.

 

Q. When is the balance of the cost payable?

A. Within 14 days of my advising you that the report is ready. Please note that no reports or copy records will be released without receipt in full of the cleared balance of the fee.

 

Q. How do I pay?

A. I accept payment through PayPal, sterling cheque, Bank draft, or by direct payment into my bank account. Payments via Paypal incur a surcharge of 5% of the payment. PLEASE NOTE that in the case of payments lost by a bank or Paypal which I need to chase I do reserve the right to charge for the time wasted.

 

Q. I know the maximum I can spend on my research project. Can I instruct you on the basis of a costs limit?

A. Certainly. If you wish to enquire how much I might be able to do for a specified amount I would consider with you what work can be done and records obtained to give you the best result within your fixed budget. My report would include details of any limitations which the budget may have imposed. (This can be given separately if, say the report is being prepared as a gift).

 

Q. Do you only use online records?

A. No. My Starter Packages are based mainly upon online records because the tools for their construction, that is the records of the General Register Office and the censuses of the British Isles, are widely available online and are fortunately indexed. That is another reason why I can offer a fixed price for researching a specific line. However once the basic report is available and some information obtained about your ancestors you will be able to see who may be interesting in terms of researching them further and I can advise what records might be available which might add colour and bring your ancestors to life.  Records may exist in archives, papers created by government departments and in particular in the eighteenth and  nineteenth century, in the records of parishes, at that time the unit of local government. Those records may require attendance at an archive or record office. Unfortunately others may be languishing in a local authority or solicitor’s office. Others  documents may be held by you or your relatives, even though you may not realise their significance. However many quite early records are indexed and available digitally online which can avoid the cost of travelling to archives.

 

Q. I would like you to help me in my search. What do I do now?

A. First think about what it is you would like to achieve. Second get together all the information you, or other amily members already have about the person, place event or family you want to find out about. The information might be birth, death and marriage baptism  confirmation burial certificates, grave deeds, family letters and diaries, a family bible, or a copy of a certificate in the bible grandfather was given for regular attendance at Sunday School. Don’t worry if you haven’t got any of those things, your ancestors are still likely to be capable of being found. Your next step is to contact me to discuss the proposed project, which will be without commitment on either side.

 

Q. How do I contact you?

A, By E-Mail at tya@christinewibberley.co.uk, through the form at Contact me, by telephone or by post.

 

Q. What else do you need from me?

A. I will need details of your previous research and the sources used; copies of any document you have obtained already; a contact postal address (for Inland Revenue purposes, not a box number)

 

Q. How can I get birth marriage and death certificates?

A. For most events after 1837, in England and Wales, except for events which took place very recently, online at http://www.gro.gov.uk/gro/content/certificates/

 

Q. Is there any project you would decline?

A. I do reserve the right to decline any project without giving a reason. I do not prepare reports which are to be relied on as the basis for a legal claim apart from those decribed in Research and Genealogical Services for Professionals. Subject to that I am happy to discuss any project relating to genealogical, archival , legal or historical research with a view to working with you to achieve the desired outcome.

 

Q. I have noticed that you are a Member of AGRA. What does this mean?

A. I have submitted details of myself, and Trace Your Ancestry to the Association of Genealogists and Researchers in Archives together with a portfolio of reports I have preapared using various historical and genealogical records.  The  Assessors and Council of AGRA are satisfied as to my competence to practice and I have been accepted as a Member and have agreed to abide by the AGRA code of conduct which can be found on the Association’s website http://www.agra.org.uk/codeofpractice.php

 

Q. How does your Membership of this organisation help me?

A. In relation to my Membership of AGRA because my competence to practice has been approved by and expereienced panel of genealogists and also because I have agreed to abide by its code of conduct it means that the work I carry out for you will be carried out in accordance with those rules. I like to think that all my clients will be delighted with the work I produce for them. However disagreements can arise. I would like to think that any disagreement can be resolved satisfactorily between us so any query about the work or anything arising from it should be directed to me in the first instance. If the matter cannot be resolved then my clients may take their complaint to  AGRA within the parameters of their codes set out on their website.

 

Q. What if our agreement could not be resolved as outlined above

A. Were that unfortunately to be the case then the law regulating any contract between myself and my client is that of England and Wales.

 

Q. Once I have my report can I do what I want with it?

A. Not entirely. You may of course show it to other members of your family and that is of course one of the purposes of a report. However I am the author of the report and all reports are the copyright of Christine Wibberley Trace Your Ancestry. I am the author of the report and it may not be published (including publication on a website) in whole or in part without my permission and then only with an acknowledgment of my copyright. It may not be sold to a third party.

 

Q. What if you make a mistake in the preparation of the report?

A. If I am satisfied I have made a mistake then I will try and put it right! That would usually be by making an allowance for the part of the work where I have agreed a mistake has been made and redoing the work at a reduced charge or no charge depending upon the circumstances. Please however note that if the mistake has been brought about by a client's failure to provide instructions or the witholding of a document or information then no refund will be given. Some findings of genealogical or historical research are matters of opinion. I will alsways give my opinion honestly with reasons and another genealogist or even the client may not agree with my opinion. That in itself would not be a reason for discounting or re-doing work.

 

Q. What if I suffer a loss because of any mistake in the report?

A. It is important to note that unless a report has been prepared specifically for the purpose of tracing beneficiaries in the situation of an intestacy no liability is accepted for any financial losses arising from the use of genealogical reports prepared by Trace Your Ancestry. Whilst the reports represent serious historical research and I aim to be accurate in their preparation they are not prepared for the purpose of furthering any legal claims. Any compensation for any error by me is strictly limited to the amount actually paid by you for the research up to the total cost of the research.

 

Q. But I have read that you take instructions in connection with the tracing of beneficiaries. So, what's the difference?

A. Because of the specialised nature of that work I would usually only accept instructions from a Solicitor, Accountant or professional seekeing to distribute an estate and different Terms of Business and charging rates would apply to any such work. Work in connection with tracing living relatives is also carried out on a different basis. If that is your interest please ask for details.

 

Q. Are there any strings attached to the free initial half hours work or your costs estimate?

A. No, there is no charge for my time spent. Please note however that if, for example you have sent me original or other documents in connection with my giving the estimate and you require them to be returned other than by ordinary first class pre paid post, or if the documents areexceptionally bulky then I will charge the costs of postage and any packaging. If you elect the first class pre-paid post alternative then documents will be sent at your risk.

 

Q Is payment by results?

A. No. Payment is on the basis of research time irrespective of the result except in the case of a fixed price package. 

 

Some General Notes on Records.pdf
Adobe Acrobat document [775.0 KB]

 

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I hope you enjoy my site but please note that the site and everything on it, unless specifically stated, including reports and photographs, is the property and copyright of me

Christine Wibberley:

Trace Your Ancestry.

No part of the material is to be used published or copied without permission for any purpose whatsoever.

 

The site explains the family and other research services of

Trace Your Ancestry. 

It also tells a little about me and my background. 

 

You may have wondered what your family was like, what the people in it, your ancestors did for a living. What were their names? Were they rich, poor or something in between? Where did they live? Did they get into trouble with the law? 

 

I can help you find out about some of these things. Most people have acestors with stories to tell as interesting as those on these pages.

For details please go to the

Research Pages

of this site. 

Contact Me for half an hour's free without obligation, consultation.  

 

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Christine Wibberley LL.B. (Hons)

 

Solicitor (non practising) 

 Member of AGRA 

Tel. 0800 0248488

(Free from UK Landlines)

Mobile. 07896 611773

 

Office hours and availability vary

The office is not available for clients to call in person.

 

E:Mail 

 

tya@christinewibberley.co.uk

 

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