Finding an heir is only the first step.
A possible family connection must be supported by a determination that is complete, accurate, and capable of standing up to review.
Five essential questions separate a possible connection from a reliable conclusion:
IDENTITY
Is this the right person?
A matching name is a lead, not proof of identity.
RELATIONSHIP
Is the family connection documented?
Entitlement depends on reliable evidence of the relationship.
COMPLETENESS
Could there be other heirs?
The full family structure must be considered so no one is missed.
CONSISTENCY
Do the records agree?
Gaps and conflicting information must be recognized and resolved.
RELIABILITY
Can the conclusion withstand review?
A determination should be clear, supportable, and legally reliable.