For probate attorneys and estate professionals who run heir searches regularly. Faster starts. Court-ready documentation. A dedicated team on every matter.
If your firm handles probate regularly, you already know the problem. Missing heirs stall estates. Court deadlines do not move. And the typical heir search firm works on contingency, which means it works for the heir, not for you.
The Firm Partner Program fixes that. One commitment. One dedicated team. Documentation built to hold up in court.
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Who the Partner Program Is For
- Probate and estate attorneys with regular heir search needs
- Trust and estate counsel managing multiple active matters
- Probate paralegals and legal assistants who coordinate searches
- Fiduciaries and firms that need predictable turnaround
If you run more than a few searches a year, paying per project the standard way leaves speed, cost, and consistency on the table.
What Partner Firms Get
- Dedicated account manager. One point of contact across every matter your firm sends us.
- Assigned researcher with a direct line. You reach the person doing the work, not a general queue.
- Reserved research capacity. We hold research time for partner firms, so your projects are prioritized during peak demand.
- Free preliminary case assessment. Before any hours are used, we scope the matter so you can advise your client with confidence.
- Court-ready affidavit of diligent search. Included with every completed search, at no extra charge.
- Priority start. Work begins within one business day of submission.
- Shared project dashboard. Every active search and your live hours balance in one view.
- 3-year project archive. We retain your family and project records for three years, retrievable on request when a case reopens or an heir is contested.
- Hour carryover. Unused hours roll forward for 12 months.
- Locked rate. Your hourly rate is fixed for the term. No mid-term increases.
Partner Program vs Standard Service
| Factor | Standard Service | Firm Partner Program |
|---|---|---|
| Project start | Standard queue | Priority start within one business day |
| Research capacity | Subject to current demand | Reserved capacity for partner firms |
| Point of contact | General intake | Dedicated account manager and assigned researcher |
| Preliminary case assessment | Quoted separately | Free on every matter |
| Court-ready affidavit | Available | Included with every search, no extra charge |
| Project dashboard | Not included | Shared dashboard with live hours balance |
| Record retention | Standard | 3-year archive, retrievable on request |
| Hour carryover | Not applicable | 12 months |
| Hourly rate | Current rate | Locked for the term |
How It Works
- Join. Purchase the Firm Partnership Package at the current listed price.
- Get your team. We assign your dedicated account manager and researcher, and set up your dashboard.
- Submit your matters. Send searches as they come in. Work starts within one business day, and your hours draw down as projects complete.
Why Firms Partner With Us Instead of Paying Per Project
Most heir search firms work on contingency. They take a share of what the heir recovers, often 33 to 50 percent. That model has a built-in conflict. The heir hunter works for the heir, not for your firm, and has little reason to hand you a complete, court-ready picture.
We do it differently. Unlike the typical heir search firm, we work for your law firm on a flat-fee basis. No contingency. No share of the estate. No conflict of interest.
Every search comes with court-ready documentation. And unlike industry standard practice, we are available to testify if a search is ever challenged. The Partner Program adds speed, a dedicated team, and predictable cost on top of that foundation.
How to Join
Joining is simple. Purchase the Firm Partnership Package at the current listed price on our site. That is the only entry point. There is no separate membership fee. Once your package is active, your partner benefits begin immediately.
Frequently Asked Questions
What counts as an hour of research?
An hour reflects active research time on your matter, from record retrieval and verification through documentation. Your preliminary case assessment is free and is not drawn from your hours.
What happens if we do not use all hours?
Unused hours carry forward for 12 months from your purchase date. You do not lose what you have paid for.
Can we add hours before the package runs out?
Yes. Purchase another Firm Partnership Package at any time. Your bonus hours and locked rate reset with each package.
Is the affidavit really court-ready?
Yes. Every search includes an affidavit of diligent search built to support probate filings. Unlike many contingency-based firms, we are also available to testify if the search is challenged.
Do you work for our firm or for the heirs?
For your firm. We are retained and paid by you on a flat-fee basis. We never take a share of an heir’s recovery, so there is no conflict of interest.
Get Started
Ready to put a dedicated heir search team behind your probate practice?
Schedule a partner consultation, and we will walk you through the package and answer your questions.
Request a Partner Consultation
Want to see the work first? View a sample report here.
