Heirship research & technology
Heir Apparent provides genealogy due diligence reports for title and legal professionals researching inherited property. We’re also developing heirs’ property tools and seeking design partners to help refine intake, family relationships, and professional review workflows.
Platform in development. Heirship Diligence Reports available as a separate service.
Platform preview — in development
Two ways to work with us
Discuss a design partnership to help refine the platform, or request research prepared by Heir Apparent for an agreed file. Each engagement has its own scope and terms.
Work with us to refine tools for intake, document analysis, family trees, ownership scenarios, and draft materials around professional workflows.
Move heirship questions toward review with an organized research report. Agree on the scope, fees, and expected turnaround before work begins.
The reporting service is available independently. You do not need to adopt the technology platform to commission a report.
The service / Heirship Diligence Reports
Keep heirship questions moving toward review. Start with an affidavit, questionnaire, or available records, and agree on the research scope, fees, and expected turnaround before work begins.
Share your requested report date. We review the starting information and confirm an expected turnaround for the agreed research.
A defined scope and agreed fees help your team budget for the research before committing.
Key insights, sources, and open questions are organized for your reviewers, so they can focus on the next decision.
A supporting source references an additional family relationship that needs verification.
Two records list conflicting dates. The order of deaths may affect the ownership analysis.
The reviewer can inspect the supporting materials alongside the findings.
A practical comparison
| Your decision | Technology design partnership | Heirship Diligence Reports |
|---|---|---|
| Current stage | Platform in development; recruiting design partners. | Accepting inquiries for scoped research engagements. |
| What you engage us for | Help refine tools around your team’s workflow. | Research and a report for an agreed matter or group of files. |
| Who participates | Your team shares its process, evaluates demonstrations, and provides feedback. | Heir Apparent carries out the scoped research; your professionals evaluate the findings. |
| What is agreed | Evaluation goals, participation, and any pilot access, support, fees, and timing. | Research scope, deliverables, fees, and expected turnaround before work begins. |
| How to get started | Discuss a design partnership | Request a report |
Who we serve
We’re seeking input from the professionals doing this work. Explore a design partnership around your role, or commission a separate research report.
Move heirship questions toward review with scoped research, clear fees, and an agreed expected turnaround.
Explore title agenciesEvaluate heirship evidence, potentially omitted interests, and unresolved questions against your underwriting requirements.
Explore title underwritersBring family facts, ownership scenarios, and draft affidavits together to support your legal analysis.
Explore attorneysSupport families with approachable intake, organized documents, and clearer referrals to legal professionals.
Explore community partnersSecurity & professional review
The platform combines encryption, controlled access, and security monitoring. Across both offerings, attorneys and underwriters remain responsible for legal conclusions, document approval, and title decisions.
Explore security & data handlingPlatform data and backups are encrypted at rest, with encryption in transit for external API traffic.
Multifactor authentication and role-based permissions control platform access.
Monitoring and audit logs help identify potential security issues and track access to platform information.
Review the evidence, assumptions, and open questions before relying on findings or draft materials.
A few useful answers
A practical starting point for evaluating the two offerings.
We’re developing technology with input from title agencies, underwriters, attorneys, legal clinics, and community partners. Our separate reporting service supports professionals researching and reviewing heirs’ property matters.
The platform is in development, and we’re recruiting design partners to help refine it. A conversation can include a walkthrough of the current tools and a discussion of what is still being developed. Any pilot access is scoped and agreed separately.
Participation may include workflow discussions, demonstrations, feedback, and a scoped pilot where appropriate. We agree on the scope, responsibilities, time commitment, and terms together.
Yes. Heirship Diligence Reports are a separate service, and we’re accepting inquiries. We confirm research scope, fees, and timing before work begins. Platform adoption or design-partner participation is not required.
Design partners help us evaluate and refine technology for their teams’ workflows. For a report engagement, Heir Apparent researches agreed questions and prepares a report for professional review.
Our current focus is Texas. Organizations in other states can register interest so we can understand their workflows and discuss future availability.
A design partnership depends on the workflow, evaluation goals, and level of participation we agree together. Any pilot access, support, fees, and timing are defined separately. A report engagement is scoped around the file and research questions.
No. Research findings, ownership scenarios, and draft materials require professional review. Licensed professionals remain responsible for legal advice, document approval, and underwriting decisions.
Start a conversation
Discuss a design partnership around your workflow, or commission a Heirship Diligence Report for a file.
