01 / Research & review
Corroborate the affidavit
Examine the family relationships and chronology reported in an affidavit of heirship, with supporting sources and conflicting information identified.
For title agencies
Keep heirship questions moving. Plan the research cost.
Start with a Heirship Diligence Report to investigate death-in-title questions. Agree on scope, fees, and expected turnaround up front, then review the findings with your counsel and underwriter.
Service offering / Heirship Diligence Reports
Genealogy due diligence for your curative file.
Bring us an affidavit of heirship, intake responses, or available family records. Heir Apparent researches the agreed questions and prepares a Heirship Diligence Report for your team’s next review.
02 / Research & review
Investigate possible omissions
Research questions about marriages, children, and descendants of deceased heirs that may leave gaps in the family history.
03 / Research & review
Prepare the review handoff
Give counsel and underwriting key insights, source references, unresolved questions, and suggested follow-up together in an organized report.
Timely research. Predictable costs.
Share the questions holding up your file and your requested report date. We agree on research scope, fees, and expected turnaround before work begins, so your team can plan the research expense and next handoff.
Share the questions holding up your file and your requested report date. We agree on research scope, fees, and expected turnaround before work begins, so your team can plan the research expense and next handoff.
Standalone research service; platform adoption is not required. Your counsel and underwriter determine the curative requirements and title decisions.
Where the work gets complicated
Heirship questions can hold up the closing.
The record owner is deceased, and the file does not establish how the ownership interest passed.
An affidavit of heirship omits a marriage, a child, or the descendants of a deceased heir.
Family responses and documents arrive piecemeal while Schedule C requirements remain open.
The goal
A better-supported file for review.
- Plan the research engagement with agreed scope, fees, and expected turnaround.
- Compare an affidavit of heirship with researched family history and supporting records.
- Present findings and unresolved questions to counsel and the underwriter to support curative decisions.
Technology / in development
Heirship intake for your team.
Help refine intake, document collection, family views, and progress tracking around the way your team handles death-in-title files.
We’re recruiting design partners. A reporting engagement can be a starting point for discussing your team’s broader workflow and the tools that would support it.
Help shape what comes next.
Your team’s input
Share intake bottlenecks, review demonstrations, and give feedback on handoffs to counsel and underwriting.
What we explore together
A design partnership focused on your heirship workflow, with a scoped pilot if appropriate.
Design-partner participation and any pilot are agreed separately from report services.
Common questions
For title agencies.
Can we start with an existing affidavit of heirship?
Yes. We can scope research around an existing affidavit and the supporting information in your file, including gaps in marital history or descendants of deceased children.
How are research costs and turnaround agreed?
We review the starting information and research questions, then agree on scope, fees, and expected turnaround before work begins. Share your requested date so we can discuss whether it is achievable. Research fees cover the agreed engagement; any legal or other curative work is separate.
Does the report satisfy Schedule C requirements?
The report can support your response to heirship-related requirements. Your examiner, counsel, and underwriter determine what additional evidence, instruments, or proceedings are needed.
Will we have to replace our closing software?
A design-partner discussion starts with your existing process. We can explore a focused evaluation alongside it; any pilot, integration, or data transfer is scoped separately.
Start a conversation
Discuss your file, timeline, and budget.
Share the heirship questions and target date for your curative file. We’ll discuss the research scope, fees, and expected turnaround.