Heirship & Title Research Specialist (U.S. Real Estate)
Outsource Recruiter, Granite Heights, WI, United States
Job title:
U.S. Title & Genealogy Research Specialist
( Fluent English is required (written and spoken) )
Type of employment:
Full-time
Shift Schedule:
Monday–Friday, 10:00AM – 7:00PM US Central Time
A specialized research role focused on identifying heirs, confirming ownership, and resolving title complexity for Texas property deals. You will conduct hands‑on genealogy research, deep recorder‑of‑deeds investigations, and public records work to produce a complete, caller‑ready research packet—so the sales and calling team can move cases forward without back‑and‑forth.
This role operates across two parallel research tracks:
Track A (Tax List Method):
Screen high‑volume delinquent tax lists, confirm deceased ownership, identify heirs, and skip trace contact information for caller handoff.
Track B (Title Intelligence Profile Method):
Conduct deep recorder‑of‑deeds investigations on individual properties—reading every recorded instrument in the chain, tracing ownership, and identifying hidden defects invisible to anyone working from a list alone. This is the harder and more valuable track, and it is a core requirement of this role.
About the Company A real estate acquisition business that helps property owners and heirs solve complex, often stressful property problems (family ownership, liens, taxes, title issues) before the situation worsens, creating a win‑win outcome by taking on problems sellers don’t know how to solve.
Objectives of this Role
Produce accurate heirship identification and contact pathways through professional genealogy research
Deliver clean, complete title chain findings with defects clearly identified and actionable next steps for the caller and closing team
Execute deep recorder‑of‑deeds investigations (Track B) that surface hidden opportunities and defects no list‑based approach will find
Reduce bottlenecks by handling hard cases—deep‑dive skip tracing and complex public records investigations—that basic tools cannot solve
Improve speed‑to‑close by documenting findings in CRM in a structured format the caller can use immediately without follow‑up questions
Responsibilities Death Confirmation & Identity
Confirm property owner identity and verify deceased status using obituaries, public records, SSDI (as applicable), and Ancestry.com
When obituaries are unavailable (common pre‑2000s), rely on alternative indicators such as deed dates, payment history, and court records.
Genealogy & Heir Identification
Build family trees and identify all legal heirs using birth, death, marriage, divorce, and probate records
Use Ancestry.com birth record searches by parent name to quickly surface children without requiring a full family tree build—a high‑value technique for fast heir identification
Read funeral home condolence comments, obituary mentions, and similar sources to identify family members not captured in formal records
Title Chain Research — Track A (Standard)
Search county recorder of deeds portals by owner name and parcel number
Read and interpret recorded documents: deeds, mortgages, liens, releases, affidavits of heirship, judgment liens
Trace ownership history and flag defects for caller handoff
Title Chain Research — Track B (Deep Investigation, Core Requirement)
Conduct full Title Intelligence Profile (TIP) investigations:
Search by grantor/grantee name (all variations) and legal description—not just parcel number
Review all recorded instruments chronologically (deeds, mortgages, liens, trusts, quitclaims, etc.)
Verify signatories, roles, and consistency across documents
Identify and flag defects (unreleased liens, breaks in chain, missing signatures, trust issues, misfiled documents, suspicious transfers, etc.)
Validate findings directly against recorder data, recognizing common database inaccuracies (~30%)
Review Secretary of State records for entity status and ownership; flag inactive/dissolved entities
Search PACER for bankruptcy filings, tax liens, and federal records
Public Records Investigation
Conduct research across probate, tax, divorce, criminal, bankruptcy, and civil records. Check both county and state databases for all individuals connected to a property.
Perform deep‑dive skip tracing for hard‑to‑find heirs using social media (Facebook, LinkedIn, Instagram) and non‑standard methods.
Focus on difficult cases—avoid bulk tracing and verify all data against the heir profile.
CRM Documentation
Document findings in CRM (Podio preferred) in a structured, complete format usable by callers without follow‑up. Each research summary must include:
Confirmed heirs with supporting evidence
Contact information and best outreach path
Title issues and deal impact
Deal classification (e.g., probate, tax‑driven, trust issue, etc.)
Recommended next steps
Identify required curative instruments (e.g., affidavits of heirship, corrective deeds), explain each defect, its impact, and resolution path. Drafting of basic curative instruments is included.
Required Skills and Qualifications
Proficiency in written and oral English is required.
Hands‑on genealogy research experience (professional or directly relevant)—building family trees, identifying heirs, working with birth, death, marriage, and divorce records
Proficiency in Ancestry.com, including birth record searches by parent name
Hands‑on title chain research experience: reading recorded documents, tracing full ownership history, identifying defects across the complete range of instrument types
Deep recorder‑of‑deeds investigation capability: ability to search by name AND legal description, sort chronologically, read every instrument type, and identify hidden defects—not just standard deed and mortgage pulls
Strong public records investigation capability across probate, tax, divorce, bankruptcy, entity, and federal court records
Strong skip tracing capability beyond basic report pulls: social investigation and creative non‑standard methods
Exceptional documentation discipline: structured CRM notes that require no clarification from the caller before they can act
Strong written English and ability to summarize complex findings clearly and concisely
High attention to detail and comfort working with sensitive, high‑stakes information
Ability to work independently, manage multiple files simultaneously, and prioritize without daily direction
Preferred Skills and Qualifications
Prior curative title experience for a US‑based title company (highly preferred)
Experience with Texas counties’ recorder and tax systems (will train on specific county portals)
Experience using Podio or similar CRMs
Experience with skip trace tools: TLO, BatchSkipTracing, IDI Core, or similar
Experience in estate, probate, or heirship research roles
Familiarity with PACER and federal court record searches
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U.S. Title & Genealogy Research Specialist
( Fluent English is required (written and spoken) )
Type of employment:
Full-time
Shift Schedule:
Monday–Friday, 10:00AM – 7:00PM US Central Time
A specialized research role focused on identifying heirs, confirming ownership, and resolving title complexity for Texas property deals. You will conduct hands‑on genealogy research, deep recorder‑of‑deeds investigations, and public records work to produce a complete, caller‑ready research packet—so the sales and calling team can move cases forward without back‑and‑forth.
This role operates across two parallel research tracks:
Track A (Tax List Method):
Screen high‑volume delinquent tax lists, confirm deceased ownership, identify heirs, and skip trace contact information for caller handoff.
Track B (Title Intelligence Profile Method):
Conduct deep recorder‑of‑deeds investigations on individual properties—reading every recorded instrument in the chain, tracing ownership, and identifying hidden defects invisible to anyone working from a list alone. This is the harder and more valuable track, and it is a core requirement of this role.
About the Company A real estate acquisition business that helps property owners and heirs solve complex, often stressful property problems (family ownership, liens, taxes, title issues) before the situation worsens, creating a win‑win outcome by taking on problems sellers don’t know how to solve.
Objectives of this Role
Produce accurate heirship identification and contact pathways through professional genealogy research
Deliver clean, complete title chain findings with defects clearly identified and actionable next steps for the caller and closing team
Execute deep recorder‑of‑deeds investigations (Track B) that surface hidden opportunities and defects no list‑based approach will find
Reduce bottlenecks by handling hard cases—deep‑dive skip tracing and complex public records investigations—that basic tools cannot solve
Improve speed‑to‑close by documenting findings in CRM in a structured format the caller can use immediately without follow‑up questions
Responsibilities Death Confirmation & Identity
Confirm property owner identity and verify deceased status using obituaries, public records, SSDI (as applicable), and Ancestry.com
When obituaries are unavailable (common pre‑2000s), rely on alternative indicators such as deed dates, payment history, and court records.
Genealogy & Heir Identification
Build family trees and identify all legal heirs using birth, death, marriage, divorce, and probate records
Use Ancestry.com birth record searches by parent name to quickly surface children without requiring a full family tree build—a high‑value technique for fast heir identification
Read funeral home condolence comments, obituary mentions, and similar sources to identify family members not captured in formal records
Title Chain Research — Track A (Standard)
Search county recorder of deeds portals by owner name and parcel number
Read and interpret recorded documents: deeds, mortgages, liens, releases, affidavits of heirship, judgment liens
Trace ownership history and flag defects for caller handoff
Title Chain Research — Track B (Deep Investigation, Core Requirement)
Conduct full Title Intelligence Profile (TIP) investigations:
Search by grantor/grantee name (all variations) and legal description—not just parcel number
Review all recorded instruments chronologically (deeds, mortgages, liens, trusts, quitclaims, etc.)
Verify signatories, roles, and consistency across documents
Identify and flag defects (unreleased liens, breaks in chain, missing signatures, trust issues, misfiled documents, suspicious transfers, etc.)
Validate findings directly against recorder data, recognizing common database inaccuracies (~30%)
Review Secretary of State records for entity status and ownership; flag inactive/dissolved entities
Search PACER for bankruptcy filings, tax liens, and federal records
Public Records Investigation
Conduct research across probate, tax, divorce, criminal, bankruptcy, and civil records. Check both county and state databases for all individuals connected to a property.
Perform deep‑dive skip tracing for hard‑to‑find heirs using social media (Facebook, LinkedIn, Instagram) and non‑standard methods.
Focus on difficult cases—avoid bulk tracing and verify all data against the heir profile.
CRM Documentation
Document findings in CRM (Podio preferred) in a structured, complete format usable by callers without follow‑up. Each research summary must include:
Confirmed heirs with supporting evidence
Contact information and best outreach path
Title issues and deal impact
Deal classification (e.g., probate, tax‑driven, trust issue, etc.)
Recommended next steps
Identify required curative instruments (e.g., affidavits of heirship, corrective deeds), explain each defect, its impact, and resolution path. Drafting of basic curative instruments is included.
Required Skills and Qualifications
Proficiency in written and oral English is required.
Hands‑on genealogy research experience (professional or directly relevant)—building family trees, identifying heirs, working with birth, death, marriage, and divorce records
Proficiency in Ancestry.com, including birth record searches by parent name
Hands‑on title chain research experience: reading recorded documents, tracing full ownership history, identifying defects across the complete range of instrument types
Deep recorder‑of‑deeds investigation capability: ability to search by name AND legal description, sort chronologically, read every instrument type, and identify hidden defects—not just standard deed and mortgage pulls
Strong public records investigation capability across probate, tax, divorce, bankruptcy, entity, and federal court records
Strong skip tracing capability beyond basic report pulls: social investigation and creative non‑standard methods
Exceptional documentation discipline: structured CRM notes that require no clarification from the caller before they can act
Strong written English and ability to summarize complex findings clearly and concisely
High attention to detail and comfort working with sensitive, high‑stakes information
Ability to work independently, manage multiple files simultaneously, and prioritize without daily direction
Preferred Skills and Qualifications
Prior curative title experience for a US‑based title company (highly preferred)
Experience with Texas counties’ recorder and tax systems (will train on specific county portals)
Experience using Podio or similar CRMs
Experience with skip trace tools: TLO, BatchSkipTracing, IDI Core, or similar
Experience in estate, probate, or heirship research roles
Familiarity with PACER and federal court record searches
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