Independent research for complex questions of identity, lineage and provenance.
ALERCE critically evaluates and integrates genealogical, archival, genetic and historical evidence across jurisdictions to provide independent conclusions for legal, fiduciary, institutional and personal decision-making.
Services
Legal & Fiduciary Research
Heir identification, kinship documentation, diligent-search support, cross-border probate research and evidentiary reporting.
Learn more →
Historical & Cultural Heritage Research
Historical, biographical and provenance investigations supporting institutions, collections, publications and exhibitions.
Learn more →
Genealogical, Genetic & Identity Research
Complex lineage, biological identity and relationship questions requiring integration of documentary and DNA evidence
Learn more →
Our Investigative Framework
Strategic Research Design: Defining scope, research questions, objectives, and evidentiary requirements.Evidence Integration: Correlating genealogical, archival, historical, and genetic evidence across different record systems.Cross-Jurisdictional Research Coordination: Navigating international repositories, local archives, and jurisdiction-specific documentary requirements.Analytical Assessment: Evaluating conflicts, evidentiary gaps, competing hypotheses, and corroborating evidence.Decision-Oriented Reporting: Clearly distinguishing verified findings, analytical inferences, unresolved questions, and recommended next steps.
ALERCE provides independent genealogical, historical, and evidentiary research.
We do not provide legal advice or representation.
Selected Engagements
International Provenance Investigation for a Cultural Institution
Cross-border archival, biographical, and genealogical research addressing fragmented documentation and evidentiary gaps in a provenance matter connected to the Río de la Plata region.Biological Identity Resolution through Strategic DNA Testing
Development of a correct parentage hypothesis within the first week of analysis, followed by four months of targeted DNA testing, participant coordination, and documentary research to substantiate the conclusion.
View Selected Engagements →
Legal & Fiduciary Research
Evidentiary clarity for probate, trust, and estate professionals.
The Challenge: Probate matters and estate administrations often encounter critical blockages when heirs are missing, kinship is undocumented across jurisdictions, or evidence is insufficient to meet judicial standards of "due diligence."
Our Capabilities: ALERCE specializes in resolving these complexities, particularly in cases involving the Rio de la Plata region and international archival gaps.
Heir Identification & Location: Specialized search for missing or unknown heirs across multi-regional legal frameworks.
Kinship Documentation: Building defensible evidentiary chains to support legal claims and distribution of assets.
Diligent Search Support: Diligent Search Support: Conducting and documenting search efforts requested by counsel, fiduciaries, courts, or appointing authorities.
Cross-Border Coordination: Navigating international archives and integrating civil, ecclesiastical, and genetic evidence into a single analytical framework.
DeliverablesWe deliver decision-oriented research reports, documented search summaries, and evidentiary dossiers prepared for review by counsel, fiduciaries, or relevant authorities. Our conclusions clearly distinguish verified findings, unresolved gaps, and recommended next steps.
Discuss a legal or fiduciary research matter →
Historical & Cultural Heritage Research
Expert historical, biographical, and provenance investigations.
Institutions, archives, and private collectors often require reliable, well-documented evidence to establish the origin, ownership history, or historical context of people, collections, and cultural assets.
These investigations frequently involve cross-jurisdictional records and complex archival navigation
Our Capabilities: ALERCE integrates multidisciplinary historical research with analytical rigor to provide:
Provenance Research: Reconstructing the ownership, custody, and documentary history of cultural assets and historical materials.
Biographical Verification: Reconstructing detailed lives and trajectories through primary source integration.
Archival Navigation: Accessing and interpreting records across international repositories, with specialized expertise in the Río de la Plata region.
Historical Contextualization: Synthesizing disparate evidence to provide a well-supported interpretation of events, people, or identities.
Deliverables
We provide comprehensive historical reports and fully sourced research dossiers designed to support exhibitions, publications, collection management, and institutional record-keeping.
Discuss a heritage or provenance investigation →
Genealogical, Genetic & Identity Research
Rigorous integration of documentary and genetic evidence for complex identity queries.
Complex questions of biological identity, lineage, and parentage require a structured genetic-genealogy investigation—not merely the review of existing DNA matches. At ALERCE, the work begins with the analysis of available genetic evidence and the development of testable kinship hypotheses. We then design and implement a targeted DNA-testing strategy, identifying the relatives whose results can distinguish among competing hypotheses, obtaining their informed consent and participation, coordinating successive tests, and evaluating each result within the reconstructed family network. Genetic findings are correlated with civil, ecclesiastical, archival, and historical records to produce a thoroughly documented and well-supported conclusion.
Our Capabilities: ALERCE applies its Investigative Framework to resolve questions where standard research is insufficient:
Biological Identity & Kinship: Resolving questions of unknown parentage and biological relationships through genetic-network analysis, targeted DNA-testing strategies, and systematic hypothesis evaluation.
Complex Lineage Reconstruction: Reconstructing and verifying multi-generational relationships across international jurisdictions, fragmented record systems, and historical periods.
Strategic DNA Testing: Identifying the relatives whose participation can provide the most probative evidence, facilitating their informed and voluntary participation, coordinating successive tests, and evaluating each result within the reconstructed family network.
Integration of Genetic & Documentary Evidence: Correlating DNA results with civil, ecclesiastical, archival, and historical records to test, refine, and substantiate kinship conclusions.
Deliverables
We deliver comprehensive analytical reports that synthesize genetic and documentary findings into clear, thoroughly documented, and well-supported conclusions.
Initiate an identity or lineage inquiry →
Selected Engagements
The following anonymized engagements illustrate ALERCE’s approach to complex, cross-jurisdictional research and evidentiary analysis. Details are limited to protect client confidentiality.
CASE I
International Provenance Investigation for a Cultural InstitutionContext: Independent research support for an institutional provenance project involving biographical, genealogical, and historical documentation connected to the Río de la Plata region.Complexity: The investigation required reconstructing evidentiary links across fragmented archival systems and multiple international jurisdictions where surviving documentation was incomplete.The Approach: ALERCE combined localized archival research with biographical and genealogical analysis. Evidence from different repositories and record systems was evaluated, reconciled, and organized into a documented chronology that clearly distinguished verified findings, unresolved gaps, and analytical conclusions.Outcome: Delivered a fully sourced research dossier that addressed significant biographical, geographical, and archival gaps and provided the institution with a well-supported evidentiary basis for its provenance assessment.
CASE II
Biological Identity Resolution through Genealogical Research and Strategic DNA Testing
Context: A private matter requiring the identification of biological parentage in a case in which no reliable documentary or testimonial leads were available.Complexity: The investigation faced significant challenges due to unknown paternity and dispersed genetic data across multiple, distant DNA matches without a clear genealogical anchor.The Approach: ALERCE developed a targeted DNA-testing strategy to distinguish among competing kinship hypotheses. This required identifying the relatives whose results would provide the most probative comparisons, facilitating their informed and voluntary participation, and coordinating a sequence of additional DNA tests. Each new result was evaluated within the reconstructed family network and in conjunction with documentary evidence, allowing the hypothesis to be progressively tested and substantiated.Outcome: Within the first week of analysis, ALERCE developed the hypothesis that ultimately proved correct regarding the identity of the biological father. Over the following four months, a series of strategically selected DNA tests provided the evidence required to substantiate that hypothesis and establish a well-supported conclusion.
About ALERCE
The FirmALERCE is a boutique independent research consultancy specializing in complex questions of identity, lineage, kinship, and provenance.We work with legal and fiduciary professionals, cultural institutions, fellow researchers, and private clients when a matter requires more than record retrieval. Our role is to provide evidentiary clarity through rigorous investigation, critical source evaluation, and the integration of records across jurisdictions.Our mission is to transform fragmented, incomplete, or conflicting archival, genealogical, genetic, and historical evidence into clear, well-supported conclusions that can serve as a reliable basis for legal, fiduciary, institutional, and personal decision-making.Leadership & ExpertiseALERCE is led by María Eugenia Guerra Cámara, a professional researcher who combines specialized genealogical and archival expertise with an advanced background in business strategy and consulting.“I lead ALERCE with a commitment to analytical rigor, investigative independence, and a strategic perspective informed by my master’s degree in Corporate Innovation and Entrepreneurship and a Graduate Certificate in Management Consulting from Penn State Smeal College of Business.This academic foundation enables me to approach complex investigations as professional challenges requiring both historical precision and decision-oriented methodology. As a member of the Association of Professional Genealogists, I have dedicated my career to resolving research questions that extend beyond simple record retrieval.My genealogical work follows the Genealogical Proof Standard, while my broader historical and evidentiary research applies the same principles of thorough source evaluation, correlation, transparent reasoning, and clearly documented conclusions. My work is defined by the integration of multi-jurisdictional evidence and by the development of conclusions that are well-supported and structured for practical application in legal, fiduciary, institutional, and personal contexts.”Our Investigative NetworkTo provide specialized research across multiple countries and jurisdictions, ALERCE maintains a curated network of independent research collaborators.This structure allows the firm to access local archives and repositories with the necessary cultural, linguistic, and regional knowledge. Local findings are then centrally evaluated, correlated, and integrated by ALERCE within a structured Investigative Framework.ALERCE retains responsibility for research strategy, evidentiary assessment, analytical synthesis, and final reporting, ensuring consistency and quality throughout each engagement.Commitment to RigorWe do not merely collect records. We evaluate sources, reconcile discrepancies, identify evidentiary gaps, and structure findings into coherent analytical conclusions.Whether supporting a legal or fiduciary professional in a cross-border estate matter, assisting an institution with a provenance investigation, or resolving a sensitive question of biological identity, ALERCE provides the independence, professional judgment, and methodological discipline required for complex research.Our reports clearly distinguish verified findings, unresolved questions, analytical inferences, and recommended next steps, allowing clients and their professional advisers to make informed decisions based on transparent and well-documented evidence.

Thank you for your message.
We’ve received your inquiry. We’ll review it and reply with next steps.

PRIVACY POLICY
Last updated: July 29, 20261. About This PolicyALERCE Genealogy LLC, publicly operating as ALERCE (“ALERCE,” “we,” “us,” or “our”), is an independent research consultancy based in Utah, United States.This Privacy Policy explains how ALERCE collects, uses, discloses, retains, and protects personal information received through alerceresearch.com, email communications, preliminary inquiries, and professional engagements.For website inquiries and ALERCE’s own business administration, ALERCE determines how and why personal information is processed. In some professional engagements, ALERCE may also process information on a client’s instructions.The nature and limitations of our research services are addressed separately in our Research Disclosures and Service Limitations. A formal engagement may also be governed by a proposal, engagement agreement, authorization, or other project-specific documentation.2. Information We CollectDepending on your interaction with ALERCE, we may collect:* contact and professional information, such as your name, email address, organization, location, and preferred method of communication;
* information about your inquiry, research objectives, family history, collection, estate, legal matter, or other project;
* correspondence, documents, photographs, family trees, records, prior research, and other materials provided for an authorized engagement;
* billing, payment-status, and transaction records;
* genetic information, DNA results, account information, or other sensitive information when relevant to an authorized engagement; and
* limited technical information generated through use of the website, such as IP address, browser and device information, access date and time, requested pages, and security or diagnostic logs.We may receive information directly from you, from a person or organization acting with appropriate authority, or from public records, archives, religious institutions, libraries, museums, laboratories, genealogy platforms, databases, research collaborators, professional advisers, and other sources relevant to an authorized engagement.
3. How We Use Personal InformationALERCE may use personal information to:* respond to inquiries and communicate with prospective clients or professional partners;
* evaluate whether ALERCE can accept an engagement;
* prepare proposals, agreements, research plans, and invoices;
* perform, document, and manage authorized research services;
* communicate with repositories, institutions, collaborators, service providers, or living persons when authorized and reasonably necessary;
* maintain appropriate professional, financial, and business records;
* protect the security and integrity of our website, communications, accounts, and files;
* establish, exercise, or defend legal rights; and
* comply with applicable legal, regulatory, contractual, or professional obligations.Where applicable law requires a legal basis for processing, ALERCE relies on one or more of the following: taking steps at your request before entering into an agreement, performing an agreement, pursuing legitimate business or professional interests, complying with a legal obligation, or obtaining consent.Sensitive or genetic information is processed only when relevant to an authorized engagement and when an appropriate legal basis, authorization, or consent is available.ALERCE does not use personal information to make decisions based solely on automated processing that produce legal or similarly significant effects.4. Sensitive Information and Information About OthersThe website contact form is intended only for preliminary inquiries. Please do not use it to submit raw DNA files, genetic test results, government identification numbers, medical or financial information, confidential legal records, account passwords, or copies of personal certificates.When sensitive documentation is required, ALERCE will arrange an appropriate method for sharing it after the matter has been reviewed.If you provide personal information, documents, genetic information, account access, or records concerning another person, you represent that you have the authority, permission, or other lawful basis necessary to provide that information for the agreed research purpose.ALERCE may request confirmation of that authority and may decline to receive, access, use, or retain information when the relevant authorization is unclear.
5. Disclosure of Personal InformationALERCE does not sell or rent personal information and does not use project information for behavioral advertising.Personal information may be disclosed only when reasonably necessary:* to website, email, storage, communications, security, payment, or business-administration service providers;
* to research collaborators, record agents, translators, specialists, or other professional providers assisting with an authorized engagement;
* to archives, registries, religious institutions, laboratories, platforms, authorities, or living persons when necessary and authorized for the research;
* to attorneys, accountants, insurers, security advisers, or other professional advisers;
* at your direction or with your consent;
* when required by law, legal process, or a competent authority; or
* when reasonably necessary to protect the rights, security, or property of ALERCE, its clients, or others.ALERCE limits disclosures to the information reasonably necessary for the relevant purpose. Service providers and collaborators are not authorized to use project information for unrelated purposes or their own independent marketing.6. Website TechnologiesThe website and its providers may use technologies reasonably necessary for hosting, security, language selection, operation of forms, spam prevention, diagnostic functions, and reliable delivery of website content.ALERCE does not use the website for behavioral advertising and does not sell information about website visitors. If ALERCE introduces materially different analytics, advertising, or tracking practices, this Policy will be updated accordingly.
7. RetentionALERCE retains personal information only for as long as reasonably necessary for the purpose for which it was collected.Inquiry information may be retained while ALERCE responds to or evaluates a possible engagement. Engagement materials and related business records may be retained as necessary to perform the work, document the sources and conclusions, comply with an engagement agreement, maintain professional and financial records, resolve disputes, and meet legal or contractual obligations.When information is no longer reasonably required, ALERCE will delete, anonymize, or securely dispose of it where practicable. Residual copies may remain temporarily in routine backups or where retention is required by law, contract, or legitimate professional recordkeeping needs.8. Information SecurityALERCE uses reasonable administrative, technical, and organizational measures appropriate to the nature of the information to protect it against unauthorized access, loss, misuse, alteration, or disclosure.No website, email transmission, electronic storage system, or online platform can be guaranteed to be completely secure. Sensitive materials should therefore be shared only through the method agreed with ALERCE for the engagement.9. International ProcessingALERCE is based in the United States. Personal information may be processed or stored in the United States or in other countries where ALERCE’s service providers, repositories, platforms, or authorized research collaborators operate.Privacy and data-protection laws in those countries may differ from those in your place of residence. Where applicable law requires additional safeguards or contractual protections for an international transfer, ALERCE will use the measures reasonably required for the relevant processing.
10. Your Privacy RightsDepending on your location and applicable law, you may have the right to request:* confirmation of whether ALERCE processes your personal information;
* access to or a copy of that information;
* correction of inaccurate information;
* deletion of information that is no longer required;
* restriction of, or objection to, certain processing;
* withdrawal of consent where processing is based on consent; or
* information about how your personal information has been used or disclosed.You may also have the right to submit a complaint to the data-protection authority responsible for your location.Requests may be sent to [email protected]. ALERCE may verify your identity before responding. A request may be limited or refused where permitted by law, including when information must be retained to fulfill an agreement, comply with legal or professional obligations, protect another person’s rights, preserve evidentiary records, or establish or defend legal claims.Withdrawal of consent does not affect processing lawfully completed before the withdrawal.11. Third-Party Services and LinksThe website may contain links to social networks, messaging services, professional associations, repositories, platforms, or other external services.ALERCE does not control the privacy, security, availability, or data-handling practices of those services. Information provided directly to a third party is governed by that third party’s privacy notice and terms.12. ChildrenThe website is not directed to children, and ALERCE does not knowingly collect personal information directly from children through the website.A professional engagement may involve historical or current information concerning a minor when the information is relevant to the authorized research and may lawfully be processed. Any authority or consent required for such processing must be provided by the appropriate parent, guardian, client, fiduciary, or other authorized person.13. Changes to This PolicyALERCE may update this Privacy Policy to reflect changes in its website, services, technology, professional practices, or legal obligations.The date at the beginning of the Policy indicates the most recent revision.The English version is the original version of this Policy. Translations are provided for convenience. If a translated version appears unclear or inconsistent, please contact ALERCE for clarification.14. ContactQuestions or requests concerning this Privacy Policy may be directed to:ALERCE Genealogy LLC: [email protected]
RESEARCH DISCLOSURES AND SERVICE LIMITATIONSLast updated: July 29, 20261. About These DisclosuresALERCE Genealogy LLC, publicly operating as ALERCE (“ALERCE,” “we,” “us,” or “our”), provides independent historical, genealogical, biographical, genetic-genealogy, heir, probate, provenance, and related research services.These disclosures explain the nature and limitations of those services. They apply generally to information presented through alerceresearch.com and to work performed by ALERCE.Each professional engagement is limited by its agreed objectives, scope, timeframe, budget, available evidence, and access conditions. A project-specific proposal, engagement agreement, or written authorization will govern if it expressly differs from these general disclosures.2. Professional Standard and Nature of ResearchALERCE performs agreed services with reasonable professional skill and care. We seek to use relevant and reliable sources, cite the evidence consulted, evaluate conflicting information, distinguish established facts from hypotheses, and disclose material limitations or uncertainties.Research conclusions are based on the evidence reasonably available and examined within the authorized scope of the engagement.Historical, genealogical, genetic, heir, and provenance research frequently involves incomplete, inconsistent, damaged, inaccessible, incorrectly indexed, or inaccurate information. Accordingly, even carefully conducted research may remain inconclusive or may produce findings different from those anticipated by the client.3. No Guarantee of a Particular ResultALERCE does not guarantee that research will identify a particular person, relationship, heir, owner, document, event, origin, or biological connection, or that it will establish eligibility for citizenship, inheritance, ownership, membership, compensation, or another legal or administrative benefit.ALERCE also cannot guarantee that a court, authority, consulate, fiduciary, museum, laboratory, archive, institution, or other third party will accept a report, conclusion, document, application, or interpretation.Professional fees compensate ALERCE for the research, analysis, documentation, communication, and related work performed—not for the discovery of a predetermined result. A negative, conflicting, unexpected, or inconclusive result does not by itself indicate that the work was performed incorrectly.
4. Third-Party Records and InformationALERCE uses records and information obtained from public authorities, courts, civil registries, archives, religious institutions, libraries, museums, universities, laboratories, genealogy platforms, databases, clients, collaborators, and other external sources.ALERCE does not create, issue, maintain, or control most of those records or systems. Unless authentication or independent verification is expressly included in the engagement, ALERCE cannot guarantee their authenticity, accuracy, completeness, preservation, indexing, transcription, translation, classification, availability, or reproduction quality.Records may contain incorrect or incomplete names, dates, places, relationships, informant statements, clerical errors, mistaken identities, omissions, alterations, illegible text, missing pages, or conflicting information. Certificates, extracts, certified copies, search reports, and negative search results remain the responsibility of the issuing institution.ALERCE will identify material conflicts or limitations when they are reasonably apparent within the agreed work. ALERCE is not responsible for an error originating in a third-party record, database, algorithm, transcription, or system that could not reasonably have been detected within the scope of the engagement.Failure to locate a record does not necessarily establish that the event did not occur, the person did not exist, or no record survives. A negative result means only that the information was not located in the sources, jurisdictions, date ranges, names, and search methods described in the report.5. Information Provided by the ClientALERCE may reasonably rely on names, dates, family trees, documents, photographs, accounts, prior research, translations, DNA results, access credentials, and other information provided by the client or an authorized representative.Unless verification is expressly included in the engagement, ALERCE does not guarantee the accuracy or completeness of client-provided information.The client is responsible for identifying known uncertainties, promptly reporting material errors or new information, preserving original documents and independent copies, and obtaining any authority or permission required to provide information belonging to another person.ALERCE may decline to use material when its origin, authenticity, ownership, legality, or authorization is reasonably in doubt.6. DNA and Genetic GenealogyWhen an engagement involves DNA, ALERCE analyzes information produced, processed, matched, estimated, or hosted by independent laboratories and platforms.ALERCE is not a genetic-testing laboratory and does not control sample collection, laboratory processing, platform algorithms, reference populations, matching thresholds, user-submitted family trees, database composition, account availability, or later changes made by a provider.DNA matches, relationship predictions, ethnicity estimates, communities, ancestral regions, and automated tools are estimates. They may change as laboratories or platforms update their systems, add or remove users, revise reference data, or alter their policies.ALERCE does not provide medical or clinical genetic testing, genetic counseling, forensic laboratory analysis, chain-of-custody testing, legal paternity testing, or a legally binding determination of biological relationship. Genealogical DNA analysis does not replace a legally admissible relationship test or a clinical genetic evaluation.A person providing DNA information, raw data, account access, or results concerning another individual represents that the necessary authority or permission has been obtained. ALERCE may require direct authorization from the test taker or account holder and may decline or discontinue access when authorization is unclear.
7. Unexpected Findings and Living Persons
Documentary and genetic research may reveal unexpected or sensitive information, including adoption, donor conception, misattributed parentage, previously unknown relatives, biological relationships that differ from documented relationships, disputed identities, or other personal or family circumstances.ALERCE cannot predict the personal, familial, emotional, reputational, or legal effect of such findings or how another person may respond.ALERCE will contact DNA matches, relatives, possible heirs, witnesses, owners, or other living persons only when such contact is within the agreed scope and appropriately authorized.ALERCE cannot guarantee that a person contacted will respond, cooperate, provide accurate information, consent to testing, preserve confidentiality, or react positively. Statements made by living persons are evidence to be evaluated and are not automatically treated as independently verified facts.8. Legal, Heir, Citizenship, and Provenance MattersGenealogical evidence may assist attorneys, fiduciaries, trustees, executors, courts, institutions, and public authorities, but an ALERCE conclusion does not by itself constitute a legal determination that a person is an heir, beneficiary, next of kin, lawful owner, citizen, or otherwise entitled to a legal or administrative status or benefit.Those determinations are made by the applicable court, authority, fiduciary, governing instrument, or qualified legal professional.Provenance research examines the available documentary history of an artwork, object, manuscript, collection, or other cultural property. Unless expressly agreed, it does not constitute artistic or scientific authentication, attribution, appraisal, valuation, title insurance, a determination of lawful ownership, or a legal opinion concerning title, export, import, restitution, sanctions, or cultural-property law.A gap in provenance does not by itself establish unlawful ownership or defective title. Conversely, an apparently continuous documentary history does not guarantee valid title or the absence of competing claims.
9. Transcriptions, Translations, and Document InterpretationTranscriptions, translations, abstracts, and interpretations reflect ALERCE’s best professional reading of the material available.Handwriting, deterioration, poor reproduction, historical language, abbreviations, unfamiliar names, incomplete images, or ambiguous wording may prevent a definitive interpretation. ALERCE may identify uncertainty through brackets, alternative readings, explanatory notes, or similar conventions.Unless expressly stated otherwise, a translation or transcription is prepared for research and evidentiary purposes. It is not necessarily a certified, sworn, notarized, or court-approved translation and may not satisfy the requirements of a court, consulate, registry, immigration authority, or other institution.10. Institutions, Collaborators, Costs, and ShippingALERCE may work with archives, public agencies, religious institutions, laboratories, platforms, record agents, local researchers, translators, photographers, couriers, and other external providers.ALERCE does not control their response times, fees, access rules, search methods, staffing, technical systems, record descriptions, processing delays, or decisions. ALERCE may prepare, submit, or coordinate a request but cannot guarantee that an institution will locate a record, accept an application, grant access, issue a document, meet an estimated timeframe, correct an error, or reach a favorable decision.When collaborators are used, ALERCE exercises reasonable care in selecting, instructing, coordinating, and evaluating work incorporated into its analysis.Third-party fees and expenses are not included in ALERCE’s professional fees unless expressly stated in writing. These may include certificates, reproductions, archive fees, DNA tests, subscriptions, translations, apostilles, legalizations, postage, courier services, travel, and local research.Clients should not send irreplaceable originals unless ALERCE has agreed to receive them. ALERCE will use reasonable care while physical materials are in its possession but does not control loss, damage, delay, customs detention, or misdelivery while an item is held by a postal service, courier, authority, repository, or other external custodian.11. Reports, Use, and Intellectual PropertyALERCE prepares reports and deliverables for the client, purpose, questions, and circumstances identified in the engagement. Reports should be read as a whole and together with their citations, qualifications, conflicting evidence, and stated limitations.ALERCE is not responsible for altered reports, incomplete or misleading excerpts, unauthorized publication, third-party summaries or translations, or reliance on the work for a materially different purpose.A third party requiring formal reliance on an ALERCE report should obtain ALERCE’s written authorization and determine whether the work requires updating or additional verification.ALERCE’s original reports, analysis, narrative text, research plans, charts, and compilations may be protected by copyright. Records, photographs, publications, database content, artwork, and other third-party materials remain subject to the ownership, copyright, licensing, citation, access, and publication restrictions of their respective owners or custodians. Delivery of a copy does not necessarily grant a right to publish or commercially reuse it.
12. Completion of Engagement and Professional BoundariesALERCE’s reports, hypotheses, and conclusions reflect the evidence reasonably available and examined as of the date of the work. New records, additional DNA results, corrected information, platform changes, or later discoveries may justify revising an earlier conclusion.Unless the applicable engagement agreement expressly provides otherwise, ALERCE’s services conclude upon delivery of the final agreed report and other deliverables. ALERCE has no continuing obligation to monitor sources, update the work, conduct additional research, or participate in later proceedings.The engagement does not include post-delivery research or substantive consultation; updates or supplemental analysis; preparation or execution of affidavits, declarations, certifications, or other sworn statements; substantive communications with attorneys or other third parties; responses to discovery requests; deposition preparation or attendance; testimony; expert-witness services; or appearances in any court, tribunal, administrative hearing, mediation, arbitration, or similar proceeding.Any such assistance requires ALERCE’s prior written acceptance and a separate engagement or written amendment addressing the scope, timeframe, fees, expenses, and intended use of the work. ALERCE may decline any request for further participation.Nothing in this section limits ALERCE’s responsibility to perform the agreed services with reasonable professional care or prevents compliance with a valid subpoena, court order, or other binding legal obligation. Compliance with compulsory legal process does not create a voluntary continuing engagement or an agreement to provide expert-witness or litigation-support services.ALERCE provides independent research and evidentiary analysis. It does not provide legal representation or legal, medical, clinical-genetic, psychological, tax, accounting, investment, or financial advice. Clients should obtain advice from an appropriately qualified professional when a decision may have significant legal, medical, financial, immigration, inheritance property, or other consequences.
13. ContactQuestions concerning these Research Disclosures and Service Limitations may be directed to:ALERCE Genealogy LLC: [email protected]