When is the submission deadline?

Submissions are due November 23, 2026. Questions must be submitted by November 16, 2026.

What is the budget for this RFP?

Settle estimates the budget at $50,000 – $200,000. The issuer has not published an official figure.

It was issued by County of San Mateo. The work is located in California, United States.

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Heir Search Services

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Overview

Financial, Legal, HR & Staffing

California, United StatesPosted: October 19, 2026Deadline: November 23, 2026

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SUMMARY

The County of San Mateo is seeking proposals from qualified vendors to provide professional domestic and international kinship research services to identify and locate heirs for estates managed by the Public Administrator's Office.

KEY REQUIREMENTS

Must have a minimum of four years of experience in conducting heir searches
Must demonstrate ability in forensic/legal genealogy
Must hold a valid business license and registration to operate in California
Must possess a Private Investigator license issued by the California Bureau of Security and Investigative Services
Must be registered with the System for Award Management
Must carry professional errors and omissions liability insurance

BUDGET

Estimate

$50,000 – $200,000

CONTRACT DURATION

36 months

TIMELINE

RFP Released: October 19th, 2026

Pre-Proposal Meeting: November 3rd, 2026

Deadline for Questions and Comments: November 16th, 2026

Proposal Due Date and Time: November 23rd, 2026

Anticipated Contract Award Date: December 23rd, 2026

QUESTION DEADLINE

November 16, 2026

CONTACTS

Primary procurement contact — name, title, email, and phone

Additional decision-makers and their departments

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Issuing Agency

County of San Mateo

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DESCRIPTION

The County of San Mateo is seeking proposals from qualified vendors to provide professional heir search services for estates managed by the Public Administrator's Office. The selected vendor will be responsible for identifying, locating, and legally verifying entitlement-holding heirs-at-law, including conducting preliminary research, utilizing databases and public records, performing interviews, and providing audit-ready, court-permissible proof packages. The contract term is three years, with one two-year extension option. Work will be performed under the jurisdiction of the San Mateo County Superior Court Probate Division.

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Frequently asked questions

When is the submission deadline?: Submissions are due November 23, 2026. Questions must be submitted by November 16, 2026.
What is the budget for this RFP?: Settle estimates the budget at $50,000 – $200,000. The issuer has not published an official figure.
Who issued this RFP?: It was issued by County of San Mateo. The work is located in California, United States.

Analysis generated by Settle AI from the source RFP.

RFP Hunter shows what is open. Settle shows what is forming.

Settle pieces together buyer signals, budgets, contract activity, and the sources your team already monitors. See why an opportunity fits and what to do before the RFP posts.

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