Data Encryption
Estate data is encrypted in transit (TLS 1.2+) and at rest (AES-256), keeping decedent details protected and under your control.
Automated Asset Discovery &
Estate Inventories
Expand your Trusts & Estates firm's administration practice without additional headcount or overhead with Heirloom.
What Traditional Estate Discovery Misses
96%
of estates have unclaimed assets
$2T
in assets expected to go unclaimed during The Great Wealth Transfer
1in4
life insurance policies go unclaimed
The Problem
Most Trusts & Estates practices are not able to assist families in the tedious, scattered process of asset discovery.
Heavy Client Burden
Grieving families are left to navigate a stressful, incomplete search for assets entirely on their own instead of receiving premium care.
Prohibitive Manual Overhead
Building this capability internally would require chasing registries and organizing files, making the service line completely unscalable.
Incomplete Discovery
Traditional asset discovery is fragmented and frustrating. Firms skip a thorough inventory altogether and families often leave inheritance on the table.
The Solution
Heirloom automates asset discovery by querying 120 billion records across thousands of sources.
Scale Your Practice Profitably
Charge Heirloom through to the estate as an administration expense, then bill the time your team spends reviewing findings.
Monetize Existing Caseloads
Instantly unlock a new revenue stream across your existing estate caseload by offering a service line that other firms don't offer.
Hands-off, Zero-Headcount Scale
Spend just minutes entering a decedent's information to initiate the search and let Heirloom handle the rest in the background.
What Heirloom Uncovers
By automating the search across 120 billion private and public records, our platform unifies what a decedent owned and owed, so your practice can deliver a complete inventory as a value-added part of administration — with zero staff overhead.
See Heirloom in Action
We've Helped Thousands of Families Uncover Millions in Assets
& 1000s moreOther tools were so limited that I had no way of knowing what additional assets were out there. Heirloom helps me discover accounts I would not be able to find on my own and makes me realize how much has been missed in the past.
— Karen, paralegal of 20 years
Clients really want it. Everyone wonders if there’s something out there a loved one forgot about.
— David, Trusts & Estates attorney
A client has no clue where a mineral interest is, and then I mentioned Heirloom and [our managing partners] were like, ‘Oh we need to use that for every client.’
— Estate Attorney
Built to Protect Your Practice
Heirloom is engineered from the ground up to secure sensitive information.
SOC 2
Heirloom is independently reviewed against industry security standards and is in active SOC 2 implementation to protect client data.
CASA
Heirloom passed an independent Cloud Application Security Assessment, with third-party examiners testing the application for vulnerabilities.
BBB Accredited
Heirloom is BBB accredited, a public commitment to ethical practices, transparency, and accountability to the firms and families we serve.
Maximize Every Caseload
Launch a turnkey estate inventory service line that captures new revenue with zero added headcount.
Schedule a Demo