01 / What you provide
The starting record.
An existing affidavit of heirship, a completed questionnaire, or other available family and property information—along with the questions your team needs investigated.
Service offering / research prepared for you
Timely heirship research.
Predictable costs.
Move your file toward review with a Heirship Diligence Report, our genealogy due diligence service. We investigate family relationships, potentially omitted heirs, and discrepancies—with scope, fees, and expected turnaround agreed before research begins.
Standalone research engagement. Share your requested report date when you inquire.
The engagement
Genealogy due diligence.
From affidavit to evidence.
02 / What we investigate
The family history.
Within the agreed scope, we research and corroborate relationships, examine potentially omitted heirs or family branches, and identify conflicts and information gaps.
03 / What you receive
Your Heirship Diligence Report.
We organize the findings and supporting evidence into a usable report, with key insights up front and suggested follow-up actions where warranted.
Your deliverable
The important findings.
The evidence behind them.
A structured record for title agencies, underwriters, and attorneys reviewing the matter.
Key insights and findings
Potential omissions, conflicts, and significant gaps presented at the front of the report.
Family relationships
An organized account of the relevant relationships and family branches examined.
Supporting evidence
Source material connected to the findings, with relevant limitations and unanswered questions.
Suggested follow-up
Practical research or verification items linked to findings when a follow-up is warranted.
Key insights & next steps
Illustrative reportA possible heir is absent from the affidavit.
A supporting source references an additional family relationship that needs verification.
Suggested follow-upConfirm the relationship and evaluate whether additional descendants need to be included.
The chronology needs clarification.
Two records list conflicting dates. The order of deaths may affect the ownership analysis.
Suggested follow-upCorroborate the dates before relying on an ownership scenario.
Core source records are organized.
The reviewer can inspect the supporting materials alongside the findings.
How the service works
A defined assignment.
A useful handoff.
Agree on scope, cost, and timing
Review the starting information and your requested date, then agree on the research scope, deliverable, fees, and expected turnaround.
Research the history
Heir Apparent investigates the agreed questions and evaluates the available evidence.
Receive the report
Review the key findings, family relationships, sources, and relevant follow-up items.
Decide the next step
Your attorney or underwriter determines the legal, curative, and title requirements.
The report supports professional review. It does not itself establish legal heirship, certify that every heir has been found, or guarantee clear or insurable title. Additional investigation or legal work may be needed.
About the service
Know what you’re requesting.
What is genealogy due diligence for an heirship file?
It is research into the family history and supporting records behind reported relationships. Our Heirship Diligence Report organizes the findings, sources, possible omissions, and unresolved questions for title, underwriting, or attorney review. It does not itself determine legal heirship.
Do we need platform access?
No. You can commission a Heirship Diligence Report as a standalone service. Technology design partnerships are scoped separately.
Can you review an existing affidavit of heirship?
Yes. An existing affidavit can be the starting point for a scoped investigation of the family history and supporting information.
What if we only have intake information?
A questionnaire or other available family information can also provide a starting point. We discuss what is available and what additional information is needed to define the engagement.
What will the report tell us?
The report presents the findings within the agreed research scope, the relevant family relationships and supporting evidence, and unresolved questions or follow-up items where warranted. A research lead is distinguished from an established conclusion.
Does the report replace attorney or underwriting review?
No. Your professionals evaluate the findings and determine the applicable legal requirements, appropriate curative steps, and title decisions.
How are research costs determined?
We review the available information and questions to be investigated, then agree on the scope, deliverable, and fees before research begins. This helps you plan the research expense. Fees for legal work or other curative steps are separate.
How quickly can we receive a report?
Share your requested date in the inquiry form. Expected turnaround depends on the research scope, complexity, and available records. We discuss whether your requested date is achievable and agree on expected turnaround before starting.
How do we start?
Use the report inquiry form to describe your needs generally and share your requested date. We confirm scope, fees, expected turnaround, and an appropriate channel for the file before work begins.
Need tools for your ongoing workflow?
Explore the technology platform.
We’re developing tools for intake, family trees, ownership scenarios, and draft materials. Design partners help us refine those workflows.
Before you commission research
Know what to expect.
Explore a fictional report and practical guidance for preparing the file, defining the assignment, and planning the handoff.
Start a conversation
Plan the research. Move the file forward.
Share your questions and requested report date. We’ll discuss scope, fees, and expected turnaround.