The worksheet page

The Table of Heirs: the family map that freezes claims when it's incomplete.

Several states don't ask 'who are you?' — they ask 'who is everyone?' The Table of Heirs (sometimes called the table of heirship) is the state's family map: every class of heir, every name, every date, nothing blank. It is the single most-freezing document in heir claims, because a family always has one relative nobody has spoken to in twenty years. This page explains the form's logic — and the kit's worksheet walks you through completing it.

Who demands it

StateHow the Table of Heirs is used
New YorkRequired for deceased-owner claims — no blank lines, no class left out; an unreachable heir must still be named and accounted for
CaliforniaThe Controller's office works from a Table of Heirs for deceased-owner claims alongside the claim form
OhioThe authority paper for claims under $3,000
MinnesotaUsed in the Department of Commerce's deceased-owner claim process
Everywhere elseThe same facts ride inside the claim form and heirship affidavits (Texas's affidavit is a family-history statement in sworn form) — the map is universal, only the form's name changes

How the classes work

Read the family in the state's order, and complete every class even when it's empty — "none," with a reason, is an answer; a blank is a stall:

  1. Spouse — living, deceased (date), or never married.
  2. Children — every child, including deceased children (whose own children step into their share) and children of earlier relationships.
  3. Parents of the deceased.
  4. Siblings — and deceased siblings' children.
  5. The wider classes your state's form lists, out to the line the form draws.

For every deceased person on the table, expect the claim to want their death certificate too — the table is a map of documents, not just names.

The heir nobody can find

The case that freezes families: a sibling or cousin who moved, married, vanished. The states' answer is consistent — name them anyway, document the search (last known address, the letters, the people asked), and let the state hold that share or direct the next step. Leaving them off is the one move that backfires: the state's records often know the class better than the family's memory, and a table discovered incomplete restarts the claim. The kit's worksheet includes this case as its worked example, with the search-documentation page built in.

Run your own claim. The free checker takes your state, your relationship, and your amount — and returns the probate-skip verdict, your document chain in order, the signatures you'll need, and the finder fee you'd avoid. Run the checker →

The working papers for this claim

The pages above are the map. The kit is the paperwork: the per-state checklists, the Table of Heirs worksheet, the letters that line up every heir's signature, and the chapter for the state's reply.

Included in the $39 MoneyLeftBehind Kit

  • The Table of Heirs worksheet: the fillable family map New York, California, Ohio, and Minnesota work from — every class, no blank lines — with a worked example of the hardest case, the heir nobody can find
  • The per-state chain checklists: the exact document ladder for your state and your relationship, in order — which certificate, which form, which signature — with the state-specific rungs (Texas's tiers, New York's Table of Heirs, Florida's all-beneficiaries rule) built in
  • The sibling and co-heir coordination pack: the letter to send your relatives, what each person must sign and send back, and the signature-collection tracker that keeps one slow cousin from stalling the whole family's claim
  • The deficiency and rejection recovery chapter: how to read the state's 'we need more' letter, fix the exact gap (wrong certificate, stale court letters, a missing generation), and resubmit so the claim lands the second time
Get the $39 MoneyLeftBehind Kit

One payment, yours to keep. We never file for you and never touch your money — you file everything yourself, with the state. See everything inside the kit →

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