Build a Family Tree
The Family Tree workspace turns heir research into a living relationship map — living, deceased, and unknown at a glance, with evidence attached to every person.
Open the deal → Family Tree
In the empty state, click Create family tree. Enter the case name, the owner of record or starting deceased subject, the property state, and their living status.
Add Person
Add each relative with their name, living status, dates, case role, possible-heir status, and how they connect to someone already in the tree.
Connect children to parents
When adding a child, select Parent 1 and optionally Parent 2 so the child sits under the correct parent set. Leave Parent 2 blank when unknown.
Extend the lineage
Select a person and use Add descendant to place a new child in one step, or Connect existing person to attach someone already in the tree. Grandchildren and later generations stay under their lineage.
Read the colors
Green = living, red = deceased, amber = unknown. A blue outline marks the selected person. Mark relationships verified only after reviewing supporting information.
Why It Matters
Heirship is the heart of a curative deal. A tree the whole team can read beats a research doc only one person understands.
Pro Tip
Use Merge to combine duplicate people and Archive to remove someone from the active tree without losing their evidence or history.