Affidavit of Heirship

AFFIDAVIT OF HEIRSHIP — INVESTIGATION AND DRAFTING PACKET

NOT AN AFFIDAVIT — DO NOT SIGN, SWEAR, FILE, DELIVER, OR RECORD. Use
this packet to collect facts and source evidence for a separately drafted
instrument approved by qualified counsel in the selected jurisdiction.

1. Matter control

2. Requested outcome

☐ Identify possible successors for counsel's review

☐ Support a probate or estate-administration inquiry

☐ Address a real-property title question

☐ Address personal property or an account

☐ Respond to a recipient's written requirement

☐ Prepare a jurisdiction-specific affidavit or declaration

☐ Determine that another procedure or document is required

☐ Other: [________________________________]

Exact outcome requested: [________________________________]

Why an heirship document is being considered: [________________________________]

3. Recipient and procedure register

4. Current-authority register

Complete this section before drafting any operative instrument.

5. Identity and source documents

Record each fact from a source document rather than assumption.

☐ Death record obtained

☐ Marriage, partnership, divorce, annulment, or death records obtained

☐ Birth, adoption, parentage, or name-change records obtained

☐ Will, codicil, trust, amendment, or beneficiary designation investigated

☐ Probate, administration, guardianship, or other court records investigated

☐ Property, account, deed, title, or beneficiary records obtained

☐ Conflicting names, dates, relationships, or records listed below

Missing or conflicting evidence: [________________________________]

6. Family-history worksheet

Spouse, partner, and relationship history

Children and descendants

Parents, siblings, and other possible successors

7. Will, trust, probate, and administration inquiry

8. Property or account schedule

For real property, attach the current vesting instrument and the complete legal
description supplied by the title or recording professional. Do not infer a
legal description from a street address or tax parcel entry.

9. Candidate-person matrix

This matrix records assertions for counsel's analysis. It does not determine
status or shares.

10. Proposed signer and knowledge review

11. Drafting controls

☐ The selected jurisdiction and procedure are identified

☐ The recipient's current form or written instructions were checked

☐ Every proposed factual statement is tied to personal knowledge or a named record

☐ No heir, successor, share, title, lien, debt, tax, or procedure conclusion is assumed

☐ Conflicting evidence and possible omitted persons are disclosed to counsel

☐ Sensitive identifiers are limited to what the approved procedure requires

☐ Property descriptions and record references match verified source documents

☐ Signature, oath, witness, acknowledgment, filing, delivery, and recording requirements are separately approved

☐ Counsel selected the operative document or alternative procedure

12. Counsel disposition

☐ Prepare a jurisdiction-specific affidavit or declaration

☐ Use an official or prescribed form

☐ Obtain another witness, declaration, record, consent, or notice

☐ Open, reopen, or continue a court or estate proceeding

☐ Obtain a court order or fiduciary action

☐ Use a deed, assignment, small-estate procedure, title process, or other instrument

☐ Stop because facts, authority, identity, title, capacity, or procedure remain unresolved

Approved next step: [________________________________]

Conditions before drafting or use: [________________________________]

13. Final review record

Approved operative document and version: [________________________________]

This packet itself remains non-operative and unsigned.