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Committee advances ‘legacy protection’ heirs program after detailed funding and eligibility debate
Summary
The committee amended HB 1148 to create a legacy protection program that authorizes grants to help heirs complete probate, raises the eligible house cap to $450,000 and delays the program until July 1, 2027; committee staff said total program funding is $750,000, with counties contributing $500,000 collectively and the state $250,000.
The House Ways and Means Committee advanced HB 1148 on a roll call after extended questions about eligibility, funding and long‑term homeowner affordability.
Delegate Roberson, the sponsor, told the committee the bill—renamed the legacy protection program—would help heirs complete probate and become the record title holders of their homes. "It also authorizes homes valued up to $450,000 to participate in the program," Roberson said. The bill allows heirs to access homestead and homeowners tax credits for up to three years and authorizes grants to cover taxes and fees necessary to complete probate.
Committee staff provided program funding details and implementation mechanics. "The total funding for the program is 750,000, of which 500,000 is coming from counties and 250 from the state," staff said, and added that the funds would support staff, free legal assistance, outreach and grants to heirs. Staff also said the ombudsman would have discretion to set income limits and prioritize recipients based on circumstances such as age or disability.
Delegates raised concerns about whether the program could set heirs up for failure by helping with transfer taxes but leaving ongoing property taxes and utilities unaffordable. "If they can't afford to pay for taxes... how are they going to maintain the house?" one delegate asked during debate.
The committee delayed the program's effective date to July 1, 2027, and amended other provisions before advancing HB 1148 favorable with amendment on a roll call. The roll call recorded 'yes' votes from the chair and multiple members and at least one explicit 'no' from Delegate Griffith; the committee reported the bill favorable with amendment.
Next steps: HB 1148 will proceed to the House floor and may require additional appropriation language and implementing guidance from the designated ombudsman or administering office before counties begin allocating funds.
