Packages exclude costs/fees to obtain access to or copies of legal documents or other records pertaining to heirship or title.

Small Estate Heirship Package

$400.00

Estimated 1 to 3 heirs. Includes up to 3 hours of research time.

Moderate Estate Heirship Package

$600.00

Estimated 4 to 6 heirs. Includes up to 5 hours of research time.

Complex Estate Heirship Package

$1,200.00

Estimated 7 to 12 heirs. Includes up to 10 hours of research time.

*Package prices must be paid before any work can be completed. Any additional time will be billed transparently at my hourly rate of $125.00 until a preliminary summary—rather than a final determination—can be provided regarding the completion of the family tree and/or heirship report. 

Hourly Rate Package

$245.00

 

This package is intended for clients who require professional assistance exclusively with heirship and family-tree matters. It is also appropriate for individuals who are uncertain of the number of potential heirs and require an initial assessment of their likely number, relationship to the family tree, and position within the applicable line of succession.

The $245.00 deposit includes up to two hours of research. Any additional time will be billed transparently at the hourly rate of $125.00 until a preliminary summary—rather than a final determination—can be provided regarding the completion of the family tree and/or heirship report.