Help families take the next step with inherited property.

Help us refine intake and referral tools around your staff, volunteers, and legal partners, or discuss research for a family’s case.

Discuss a community pilot Discuss a design partnership

Two ways to work with us

Tools for family intake. Research when a case needs it.

The platform is in development, and we’re recruiting design partners. Heirship Diligence Reports are a separate service, available by agreed scope.

Technology / in development01

Guided intake for your program.

Help shape approachable intake, progress tracking, and referrals around the families you serve and the capacity of your team.

How your team contributes: Share participation barriers and give feedback on intake and handoffs with your legal partners.
What we explore together: A design partnership around your program’s needs, with a potential pilot evaluated together.

Discuss a design partnership Explore the technology

Service offering02

Research for a family’s case.

When the family history is unclear, discuss a research report that helps the professionals assisting the family understand relationships and information gaps.

Your team’s role: Coordinate the starting information and research scope with the family’s professional support team.
What you receive: A prepared family-history research report for professional review, with fees and scope agreed in advance.

Explore the service Request a report

Planning a community program? Discuss your program’s workflow and a potential pilot.

Where families need support

Families need a starting point and help following through.

A family wants to keep or manage an inherited home but does not know what information to gather.

Relatives hold different pieces of the family history, and intake takes more than one conversation.

Limited staff time and repeated intake make it difficult to prepare a useful referral.

The goal

A clearer handoff from your organization to legal help.

Help families gather what they know and return to complete missing information.
Organize documents and family relationships so the next professional has a stronger starting point.
Build an intake process around your staff capacity, legal partners, and the families you serve.

Common questions

For community partners.

Does a family need all its documents to begin?

No. Intake can start with the information the family has. Staff and legal partners can use the gaps identified to plan what needs to be gathered next.

Does the platform provide legal representation?

Heir Apparent supplies technology and research support. Legal advice and representation come from the attorneys or legal-service organizations involved in the family’s matter.

Can we start with a small pilot?

We can explore whether a focused pilot is appropriate for the tools currently available and your team’s capacity. Scope, access, training, legal review, and any fees are agreed before a pilot begins.

Start a conversation

Let’s discuss the families your program serves.

Share your team’s capacity, legal partners, and goals for a design partnership or potential community pilot.

Discuss a design partnership Discuss a community pilot