01 / Research & review
Trace findings to sources
Review the relevant family relationships alongside source references and evidence that supports or conflicts with the reported history.
For title underwriters
Evaluate the heirship evidence. See what still needs support.
Start with a Heirship Diligence Report: genealogy research with findings, supporting sources, and open questions organized for your underwriting review.
Service offering / Heirship Diligence Reports
Genealogy due diligence for underwriting review.
Commission a Heirship Diligence Report to examine the family history behind an affidavit or heirship question. The report organizes the evidence and its limitations so your reviewers can assess what is supported and what still needs investigation.
02 / Research & review
Distinguish findings from leads
Separate corroborated relationships from possible omitted heirs, unverified connections, and research leads requiring further investigation.
03 / Research & review
See the questions that remain
Find contradictions, information gaps, research limitations, and suggested follow-up alongside the key insights for your review.
A defined scope for your review.
Agree on the research questions, report format, fees, and expected turnaround before work begins. Organized findings help reviewers focus on the evidence and next steps, with a clear research cost and timeline.
Agree on the research questions, report format, fees, and expected turnaround before work begins. Organized findings help reviewers focus on the evidence and next steps, with a clear research cost and timeline.
Standalone research service; platform adoption is not required. The report supports your independent underwriting judgment. Your team retains responsibility for requirements, risk acceptance, and coverage decisions.
Where the work gets complicated
A complete-looking affidavit can leave material questions.
An affidavit identifies heirs without sufficient support for the underlying family history.
A deceased child or an undocumented marriage raises questions about additional ownership interests.
Contradictory records and research limitations are buried in the narrative.
The goal
Evidence you can assess against your standards.
- Review key findings alongside the sources supporting or contradicting them.
- Identify potential omissions and distinguish corroborated facts from unresolved research leads.
- Use the organized record to direct additional inquiry and communicate underwriting requirements.
Technology / in development
Views for heirship review.
Help refine how family relationships, ownership scenarios, evidence, and assumptions are presented for underwriting review.
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 review requirements and give feedback on the clarity of evidence, assumptions, and open questions.
What we explore together
A focused evaluation of review workflows, with any pilot access agreed separately.
Design-partner participation and any pilot are agreed separately from report services.
Common questions
For title underwriters.
Can the report follow our preferred review format?
We can agree on the research scope, source presentation, and format for findings and open questions before work begins.
How are conflicting records handled?
The report identifies conflicting information and its sources, explains relevant research limitations, and flags questions that remain unresolved.
Does Heir Apparent approve insurability?
No. We provide technology and research support. Your underwriting team retains responsibility for risk acceptance, requirements, and policy coverage decisions.
Start a conversation
Start with a report for your review.
Discuss the heirship questions, evidence, and report format your reviewers need. We’ll agree on scope, fees, and expected turnaround before research begins.