4 Factors To Keep In Mind When Choosing An Heir Search Firm

Documents titled “Last Will And Testament”

Settling an estate or a trust is a major responsibility and requires significant effort. However, sometimes, your efforts may seem futile when heirs appear to be missing. This is when you may want to seek the assistance of the professionals at an heir search firm.

Since there are legalities involved, it’s incredibly important to find a reputable firm, and a team you can trust. Make sure to also keep the following factors in mind as you shortlist your options.

Consider The Search Approaches They Use

This may not be something you look into right away, but it’s definitely a factor that you have to consider at some point. When you’re speaking to different heir search firms, make sure to ask them what kind of methods they use to find heirs.

Technically, heirs can be found through multiple channels, but some of the best approaches involve looking through public records and relying on databases and other online resources. These methods are dependable and yield quicker results as opposed to other conventional non-digital methods.

Can They Scale the Search If Needed?

Believe it or not, heir searches can get very complicated at times. This happens because heir searches are more than just about identifying potential heirs. Sometimes, investigators and other professionals working on the case may have to search or conduct fieldwork across the country or even internationally.

While one should hope their search isn’t this extensive or complex, it’s important to ensure you choose a firm that is able to scale the search if needed. This means the company should have the required resources, experience, and a proper team.

Do They Have an Adequate Understanding of The Legal Aspects?

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Finding an heir isn’t enough; to successfully claim an inheritance, one must be able to prove their identity and link to the deceased by legal means utilizing vital records.

Do They Offer a Wider Scope of Services?

When you’re looking for a firm or investigators offering heir searches, it’s better to find genealogy research companies that offer heir searches. This is because such companies also have experience and expertise in traditional and genetic genealogy, which lie at the core of a successful heir search.

Moreover, such research companies have professionals to ensure their paperwork is top-notch and aligned with legalities. In short, they’re qualified to handle all critical aspects of your search and can guarantee positive results.


Wondering where to find an heir search firm with all these qualities? Well, you’ve found it!

At DavisDNA And Family Search, we offer missing heir searches along with our other genealogy research services. Our heir locator services are incredibly reliable and effective. Learn more!