Proposed pilot · inquire before booking
Inherited a property abroad? Organize the U.S. reporting before you file or sell.
Request a written plan that organizes the agreed inheritance and property records, maps the U.S. filing questions, identifies the evidence still needed, and lists the next actions for review with Chip.
Proposed pilot fee: $249 for one property, one inheritance chain, and one selected reporting year. Fee, scope, and timing are confirmed in writing before any engagement. Valuation and tax preparation are separate.
Document-backed facts · inheritance chain · a written reporting action plan
Fit and acceptance
Check whether this plan fits, before any payment
Answer the short form below. You will see the likely scope decision, the evidence-chain status, and the limits before you decide anything. No payment is taken on this page.
- Proposed price
- $249 (proposed pilot test, one property, one inheritance chain, one selected year)
- Proposed caps
- One household · one beneficiary interest · one directly held property · one decedent or estate · one selected year · 10 files / 40 substantive pages (originals and translations both count) · one organizer
Spouses filing together may share one household scope.
Provide this when the receipt event is included.
Provide this when the sale is included. Receipt and sale in the same year may be covered together.
Decedent/death date, beneficiary and share, estate or distribution record, property identifier, transfer/ownership evidence, and receipt/transfer dates.
Originals and translations both count toward the page cap; screen this before payment.
Property, valuation date, valued interest, amount and currency, and issuer and method.
The proposed cap is 10 documents.
The proposed cap is 40 substantive pages.
Do not upload the notice through this form.
The evidence-acceptance checklist
- Decedent and death date. A record naming the decedent and the date of death (death record, estate schedule, or equivalent).
- Beneficiary identity and share. A record identifying the beneficiary and the documented ownership share or interest received.
- Estate or distribution record. The will, succession order, estate inventory, or distribution record that explains the transfer path.
- Property identifier. An address, cadastral number, deed reference, or other identifier that ties the property across records.
- Transfer or ownership evidence. Deed, title record, registry entry, or transfer record showing how ownership moved to the beneficiary.
- Receipt or transfer dates. The dates of receipt, distribution, or title transfer used to place each event in a reporting year.
Records gathered before payment
- Completed inheritance organizer. The decedent, beneficiary, share, property, events, and selected reporting year.
- Death record and estate or distribution record. The death record, will, succession order, or estate inventory that explains the transfer path.
- Transfer or ownership evidence. The deed, title, registry, or transfer record showing how ownership moved to the beneficiary.
- Value evidence and, for a sale, valuation evidence. The documented value and currency; for a sale-year review, valuation identifying the property, date, interest, amount, and issuer/method.
- Sale contract, closing statement, and bank evidence (if sold). The agreed price, itemized fees, foreign tax withheld, and the cash actually received.
- Translations paired with the originals. Any translation stays paired with the original; originals and translations both count toward the page cap.
Not included (separately scoped)
- Return, FBAR, or information-return preparation and filing
- Estate administration, probate, or title advice
- Foreign-law or foreign-tax conclusions
- Valuation opinions or appraisals (valuation evidence is reviewed, not produced)
- Extensive basis or depreciation reconstruction
- Treaty opinions beyond the accepted review
- Audit representation
- Willfulness or penalty determinations
This is an inquiry-first proposed pilot. No payment is taken here. The $249 fee, caps, delivery target, and correction terms are proposals to confirm in a written scope before any engagement. Accepted years, record languages, qualified review, and secure-document handling are confirmed separately. The delivery target is not a guarantee.
Proposed scope and limits
What is accepted, and what is not
One household, one beneficiary ownership interest, one directly held foreign property, one decedent or estate, and one selected tax year. Spouses filing together may share the household scope.
Review is capped at 10 files and 40 substantive pages, plus one completed organizer. Originals and translations both count toward the cap.
The plan may include the inheritance reporting event, the property sale, or both when they occurred in the same selected year and both are expressly accepted within the limits. If receipt and sale occurred in different reporting years, the additional year is quoted separately.
Before payment, The evidence agent confirms the acquisition and death dates, relevant citizenship and residency, estate involvement, recipient and owner, value evidence, use, distributions, sale status, selected year, filings, and notices, and states exactly which documents and questions are included.
- Acquisition and death dates
- Relevant citizenship and residency of the decedent and beneficiary
- Estate involvement and the transfer path
- The recipient and owner of the interest
- Value evidence and its currency
- Property use after inheritance
- Distributions from the estate
- Sale status and completion date
- The selected reporting year
- Existing U.S. filings and any notices
Unresolved estate or trust status, numerous beneficiaries, multiple properties, disputed title, missing valuation evidence, or complex depreciation needs separate scope or a referral. A documented direct transfer with a usable ownership chain can be accepted; the chain is a factual acceptance test, not a foreign-law title opinion.
The acceptance test
A coherent, document-backed inheritance chain
Before payment, the fit review confirms the records form a coherent chain. Names and identifiers are cross-referenced across the documents. Minor name variants can be resolved with supporting records; disputed ownership or uncertain estate/trust classification cannot be resolved by document matching and is referred.
Decedent and death date
A record naming the decedent and the date of death (death record, estate schedule, or equivalent).
Beneficiary identity and share
A record identifying the beneficiary and the documented ownership share or interest received.
Estate or distribution record
The will, succession order, estate inventory, or distribution record that explains the transfer path.
Property identifier
An address, cadastral number, deed reference, or other identifier that ties the property across records.
Transfer or ownership evidence
Deed, title record, registry entry, or transfer record showing how ownership moved to the beneficiary.
Receipt or transfer dates
The dates of receipt, distribution, or title transfer used to place each event in a reporting year.
For a receipt-only question
The plan specifies the receipt-value evidence actually needed rather than requiring irrelevant sale-year work.
For a sale-year basis review
Valuation evidence identifying the property, valuation date, valued interest, amount and currency, and issuer and method is reviewed as evidence. A probate figure, a later sale price, or a date-of-death amount is not automatically treated as established U.S. basis.
Language. Keep original documents paired with translations; both sets count toward the 40-page review cap. Record language is screened before payment, and any certified translation needed for a material legal term is identified in the scope. Machine translation may assist extraction but cannot silently resolve a material legal term.
Process and proposed timing
How the review works
- 1
Screen the broad facts without sending documents
Describe the inheritance, the property, the selected year, and the ownership chain through the ordinary inquiry form. Do not send sensitive records publicly.
- 2
Receive the written scope and required records
If the inquiry fits, The evidence agent confirms the accepted question, document list, fee, timing, and terms in writing. The proposed pilot fee is $249; secure-document instructions follow only after the records process is approved.
- 3
Extract with the chain and translations kept paired
For an accepted engagement, documents are organized into a draft ledger where every figure carries a source and page reference. Originals stay paired with translations, and unknowns remain explicit.
- 4
Chip validates the chain and reviews the accepted year
Chip validates the evidence chain and maps the questions for the accepted year, with one consolidated clarification request. Tax treatment requires qualified review; document matching does not determine the result.
- 5
Deliver the plan
The proposed deliverable is a 3–5-page plan with the structured appendix and one factual-correction revision requested within 7 calendar days. The written scope confirms the included work and revision terms.
Proposed service level: A target of 5 business days after scope confirmation and complete required records and clarification answers. Availability and timing are confirmed in the written scope; this target is not a guarantee.
The deliverable
A 3–5-page plan plus a followable appendix
The plan states the accepted event and year, the decedent-to-beneficiary timeline, ownership and receipt facts, the documented value and basis questions, the sale reconciliation when included, the U.S. income and information-reporting issue map, the missing evidence, ordered actions, and the preparation or referral next steps.
- 01Accepted event and year
- 02Decedent-to-beneficiary timeline
- 03Ownership and receipt facts
- 04Documented value and basis questions
- 05Sale reconciliation (when included)
- 06U.S. income and information-reporting issue map
- 07Missing evidence
- 08Ordered next actions
- 09Preparation and referral next steps
Scope exclusions
What stays out of scope
- Return, FBAR, or information-return preparation and filing
- Estate administration, probate, or title advice
- Foreign-law or foreign-tax conclusions
- Valuation opinions or appraisals (valuation evidence is reviewed, not produced)
- Extensive basis or depreciation reconstruction
- Treaty opinions beyond the accepted review
- Audit representation
- Willfulness or penalty determinations
Routed elsewhere
When the case is rescoped or referred
- Separate scope or referral. Unresolved estate or trust status is not resolved by document matching and needs separate scope or a specialist.
- Separate scope or referral. Numerous beneficiaries exceed the one-beneficiary-interest scope.
- Separate scope or referral. Multiple properties exceed the one-property scope.
- Referral. Disputed ownership or uncertain legal title cannot be resolved by matching names and identifiers.
- Rescope or referral (appraiser / specialist). A sale-year review that depends on a missing valuation opinion is rescoped or referred before payment.
- Separate scope or referral. Complex depreciation reconstruction is outside this offer.
- Qualified professional review. A controlling IRS or foreign notice must be handled before this offer is charged.
Before you engage
This is an inquiry-first proposed pilot. No payment is taken here. The $249 fee, caps, delivery target, and correction terms are proposals to confirm in a written scope before any engagement. Accepted years, record languages, qualified review, and secure-document handling are confirmed separately. The delivery target is not a guarantee.