Guided intake
Structured questions to gather family and property information and make missing detail easier to identify.
Platform in development / recruiting design partners
Help shape better tools
for heirs’ property work.
We’re developing tools for intake, family relationships, ownership scenarios, and professional review. We’re seeking design partners to help us refine those tools around the realities of their work.
Technology for your team
See the family.
Understand the ownership.
This development preview shows how family relationships and ownership scenarios can be viewed together. Help us refine the workflow for professional review.
Platform preview — in development
Need research prepared for you? Explore our Heirship Diligence Reports.
Development focus
Workflows we’re
building and refining.
These are the areas we’re developing. We’ll explain what can currently be demonstrated and what remains in progress during a walkthrough.
Document analysis
Organizing uploaded records and connecting extracted information to sources for review.
Family-tree generation
Visual relationships that professionals can inspect, question, and refine.
Ownership scenarios
Texas intestacy scenarios that make the selected facts and assumptions available for professional review.
Document preparation
Draft affidavits of heirship and supporting materials for attorney review and completion.
Connected matter information
Bringing relationships, records, and open questions together to support review handoffs.
Features and workflows may change during development. Any pilot uses only the capabilities and access agreed for that engagement. Professionals remain responsible for verifying information, reviewing outputs, and directing the matter.
Design partnerships
Your experience.
A more useful workflow.
We want to understand where your team loses time, where information gets fragmented, and what reviewers need to move a matter forward. Your feedback helps us test assumptions and prioritize refinements.
Participation may include
- Conversations about your current process and recurring challenges.
- Walkthroughs of the tools and feedback on their usefulness.
- Review of intake questions, information views, and professional handoffs.
- A focused pilot where the available tools and agreed scope are a fit.
We agree on goals, responsibilities, time commitment, and any access, support, fees, or timing before a pilot begins.
Getting started
Start with a conversation
about the work.
Share your workflow
Tell us who gathers information, who reviews it, and where the process gets difficult.
Review the current tools
Walk through what can be demonstrated today and discuss the areas still being developed.
Define a useful collaboration
Agree on feedback activities and evaluation goals. Explore a scoped pilot if appropriate.
Evaluate and refine
Discuss what works, what needs to change, and whether there is a useful next stage together.
Need research for a file now?
Explore Heirship Diligence Reports.
Heir Apparent can investigate an agreed file and prepare a report for professional review. Design-partner participation is not required.
Start a conversation
Bring your workflow into the conversation.
Tell us what your team needs and explore a design partnership to help refine the tools.