Professional Resources

Partner Packet &
Forms Library

Institutional-grade resources for title companies, attorneys, realtors, wholesalers, investors, and institutions. Download guides, intake forms, and educational materials to streamline your curative title diagnostic process.

Institutional Grade

Professional Forms

Multi-Audience

Instant Access

Partner Overview & Guides

Comprehensive guides for professionals referring or engaging diagnostics

PDF Guide

Partner Overview

Institutional overview for title companies, attorneys, and lenders. Explains service scope, engagement terms, and professional referral protocols.

Title Companies • Attorneys • Institutions
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PDF Guide

Realtor Referral Guide

Safe language and liability-free referral protocol for real estate brokers and agents. Includes compliant scripts and disclosure statements.

Real Estate Brokers • Agents
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PDF Guide

Investor & Wholesaler Guide

Pre-acquisition diagnostic protocol for wholesalers, flippers, and investors. Learn when to order diagnostics to confirm assignability and insurability.

Wholesalers • Investors • Flippers
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PDF Guide

Risk Grading Framework (A/B/C/D)

Professional risk classification system explained. Learn how diagnostics categorize title defects by curability, cost exposure, and timeline risk.

All Audiences • Educational
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Intake & Authorization Forms

Role-specific intake forms for streamlined diagnostic requests

Owner/Heir Intake Form

Simplified intake form for property owners, heirs, and estate representatives requesting curative title diagnostics.

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Institutional Intake Sheet

Portfolio triage intake for servicers, special assets, hedge funds, land banks, and institutional portfolio managers.

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Professional Referral Intake

Referral intake for title companies, attorneys, realtors, and wholesalers referring clients for diagnostics.

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Diagnostic Authorization

Engagement agreement and payment terms. Includes scope, deliverables, non-contingent fee structure, and disclaimers.

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Legal Disclaimer Document

Comprehensive disclaimer clarifying non-legal, non-insurance status. Required reading for all professional partners.

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Sample Diagnostic Report

Redacted sample showing report format, risk rating, defect analysis, and resolution path recommendations.

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Educational Resources

Downloadable Checklists & Decision Trees

Practical tools to help you assess heirship readiness, evaluate resolution paths, and coordinate with heirs professionally.

Heirship Readiness Checklist

A comprehensive checklist to determine if you have all necessary documents, heir information, and legal clarity before starting the title resolution process.

Includes:

  • Death certificate verification
  • Complete heir identification list
  • Property document inventory
  • Lien and debt assessment
  • Family agreement status
Get Diagnostic to Use This Tool

AOH vs Probate Decision Tree

A visual decision framework showing when Affidavit of Heirship is viable versus when formal probate is required based on your state, heirs, and title company requirements.

Decision Points:

  • State law compatibility check
  • Minor heir exclusion rules
  • Creditor exposure thresholds
  • Title company approval pathway
  • Dispute risk assessment
Learn About AOH Process

Heir Signing Sequence Guide

Step-by-step protocol for coordinating heir deed signatures, notarization, escrow delivery, and closing day recording to ensure insurable title transfer.

Sequence Steps:

  • Title pre-clearance confirmation
  • Heir deed preparation & approval
  • Notarization requirements
  • Escrow delivery protocol
  • Closing day coordination
Get Professional Coordination

Heir Education Script

Plain-language talking points for explaining the title resolution process to heirs, managing expectations, and addressing common concerns without legal advice.

Key Topics:

  • What heirs need to know first
  • Timeline and process expectations
  • Document requirements explained
  • Common misconceptions addressed
  • When to consult an attorney
Learn Heir Best Practices

Need Custom Resources for Your Situation?

A paid diagnostic includes customized documentation pathways and heir coordination tools specific to your property, state, and title situation.

Start Paid Diagnostic

Need Help Accessing Resources?

Contact our team to request specific partner packets, institutional onboarding documents, or custom engagement agreements for your organization.

Title Rescue Desk is a division of Acquire, Inc., serving the Raleigh, NC region.