Case selection protects time, budget and reputation.

We most often accept matters where:

• the property or share can be clearly identified
• the obstacle concerns ownership, inheritance, co-ownership or entitled persons
• there is realistic economic value or an important estate objective
• documents or reliable sources can be obtained
• the client is ready to provide basic information and cooperate

We mark a matter HOLD when:

• a key document is missing
• another proceeding may change the situation
• the client’s objective or scope is not yet clear
• another specialist must act first

We recommend NO GO when:

• cost and risk are disproportionate to value
• there is no credible basis for action
• the expected outcome is legally or factually unrealistic
• the matter requires only a service HEREDITAS does not provide

Submit a case for assessment

An initial assessment does not require a complete archive.

Tell us the location, type of property and the main obstacle.