Heirs’ Property: Policies to Preserve Wealth - Asset Funders Network

Heirs’ Property: Policies to Preserve Wealth - Asset Funders Network

Heirs’ property is real property that has been passed down through inheritance, often across multiple generations. This paper surveys the state and local policies that impact heirs’ property. These legal interventions, taken together, have the power to enable family owners to make full use of their heirs’ property and protect their legacy.

Executive Summary

State-Focused Briefs

NEW JERSEY: Heirs’ Property: Investing to Preserve Wealth in New Jersey applies the framework of the national heirs’ property social return on investment analysis to three New Jersey counties: Essex, Camden, and Mercer.

NEW JERSEY: New Jersey: State-Level Policy Scan of Law Impacting Heirs’ Property surveys the New Jersey state and local polices that impact heirs’ property. The checklist within this report is based on the full brief, Heirs’ Property: Policies to Preserve Wealth.

PENNSYLVANIA: Heirs’ Property: Investing to Preserve Wealth in Philadelphia applies the national heirs’ property SROI framework to Philadelphia, using city-level and Pennsylvania statewide housing and legal cost assumptions to estimate the prospective value of resolving residential heirs’ property.

TEXAS: Checklist of State and Local Legal Heirs’ Property Protections. This checklist is based on the full brief, Heirs’ Property: Policies to Preserve Wealth.

TEXAS: The Impacts of Heirs’ Property on Homeowners in North Texas

AFN invites others to complete the state policy checklist that is part of Heirs Property: Policies to Preserve Wealth, and use it to inform education and advocacy efforts for their state. If you do so, AFN asks that Heirs Property: Policies to Preserve Wealth be cited, and that the creator share their completed checklist with AFN at karama@assestfunders.org. Thank you for your interest!

AFN Heirs’ Property Briefs

Heirs’ Property: Policies to Preserve Wealth

Heirs’ Property: Acting to Preserve Wealth

Heirs’ Property: Investing to Preserve Wealth