Completing an heirs determination worksheet and identifying all potential owners of the property is the first and most essential step to resolving heirs property issues. If, after the intake process is complete, the Center decides to move forward with you as a “Pending Applicant”, you will be required to have a completed family tree and Heirs Determination Worksheet.
Materials for family tree and Heirs Determination Worksheet
- Resources for Preparing Your Family Tree and Heirs Determination Worksheet
- Resources can also be found here
- Heirs Determination Worksheet with example family tree formats for you to complete.
- Please make multiple copies – one for each of the original owners of the property as reflected on the last recorded deed.
As a Pending Applicant, you will receive a letter from the Center listing what, if any, information and documents you need to collect and provide to the Center in addition to the family tree and Heirs Determination Worksheet. Typically, you will have 60 days to collect the information and documents; however, the length of time, which will be specified in your Pending Applicant Letter, could be shorter or longer depending on the extent of the information and documents needed.
Upon receiving your completed family tree and Heirs Determination Worksheet as well as the other requested information and documents, the Center will schedule a phone meeting with you to review everything and determine what, if anything, is still needed to make a final determination about accepting your case. Once your case is accepted by the Center, we will ask you to sign an engagement letter which sets out the scope of our legal representation and begin working to resolve your heirs property issue.
Please bear in mind throughout the “Pending Applicant” process that the Center has not yet agreed to represent you and has not established an attorney-client relationship with you. You will only become a client if the Center formally accepts your matter and you sign an engagement agreement.