Automated Asset Discovery &
Estate Inventories
Expand your Trust & Estate firm's administration practice without additional headcount or overhead with Heirloom.
We've helped thousands of families uncover millions in assets
& 1000s more
The Missed Service Line
Most Trust & Estate practices don't offer asset discovery to avoid a tedious, scattered search.
Foregone Caseload Revenue
Firms miss out on a predictable, high-margin service line they could easily mark up on every single estate caseload.
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.
The Turnkey Solution
Heirloom automates asset discovery by querying 120 billion records across thousands of sources.
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.
Scale Your Practice Profitably
Pay a baseline cost, mark it up as an advanced tier of care, and bill it directly to the estate through standard client disbursements.
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, giving your Trust & Estate practice a premium service line with zero staff overhead.
Real estate
401k
Business holdings
Unclaimed property
IRA Account
Pension
Bank accounts
CD
Stocks
Bonds
HSA
Life Insurance
Funeral Insurance
Credit Card
Crypto
Trusted in Practice
Other 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, Trust & Estate 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.
Encrypted Infrastructure
Keep sensitive decedent details safe and under your control with end-to-end encrypted architecture designed to prevent unauthorized access.
Privacy Assurance
Protect your practice and your clients with Heirloom's absolute confidentiality commitment: we only collect what is necessary and we never sell your data.
Monitored Compliance Standards
Deploy our asset discovery tools with total peace of mind, leveraging a secure system that currently has a SOC 2 audit in progress.
Encrypted
Independent Security Audit
Cloud Application Security Assessment
Encrypted
Independent Security Audit
Cloud Application Security Assessment
Maximize Every Caseload
Launch a turnkey estate inventory service line that captures new revenue with zero added headcount.
Schedule a demo