Giving You Space
to Grieve.
Grief is hard enough. Probate makes things worse. Heirloom removes the burden of estate settlement for executors.
From affordable self-help tools to a fully-managed service, our solutions handle the complexity so you can focus on what matters most.
& 1000s moreTHE PROBLEM
Death leaves a to-do list.
For most executors, it's too much to handle alone.
Time Intensive
100s
hours of work
Expensive
$7K+
admin fees
Unclaimed
96%
estates with unclaimed assets
Long Process
12-18
months to settle
On your own
- Spend months figuring out what to do
- Waste hours searching through mail
- Risk missing deadlines and costly errors
- Struggle to understand legal requirements
- Get pulled away from grieving and family
With Heirloom
- Get a personalized roadmap instantly
- Find assets with automated discovery
- Manage the process with ease
- Get simple, plain-language guidance
- Keep more of the estate for your family
Heirloom is exactly what I needed. A one-stop shop. Especially in the midst of grief, these tools are a lifesaver.
Kriss
Estate Executor
Estate settlement touches everything. Heirloom helps with all of it.
Whether you use our self-serve tools or work with a dedicated specialist, we help you navigate every part of the process.
Finding assets
Bank accounts, life insurance, retirement funds, property, vehicles—much of it hidden or forgotten.
Probate & court filings
Petitions, notices to creditors, inventories, and compliance with your state’s requirements.
Bills, debts & obligations
Utilities, subscriptions, credit cards, medical bills—what to pay, what to dispute, what to cancel.
Asset transfers
Retitling real estate, vehicles, bank accounts, and brokerage accounts to the right beneficiaries.
Taxes & accounting
Final income tax returns, estate tax filings, and tracking every expense and distribution.
Distributions & closure
Getting assets to the right people, documenting everything, and closing the estate for good.
SAVE MONEY
Maximize your inheritance.
- Search 120 billion public records to find property, business ownership, and other assets you didn’t know your loved one had
- Connect to 6000+ databases, your loved one’s email, and other accounts to find what they left behind - with one click
- Avoid letting valuable assets go unclaimed
SAVE TIME
Clear your headspace.
- Get personalized to-dos based on state, county, and estate type
- Simply upload documents - Heirloom extracts details automatically
- Track deadlines and see what’s next without the mental load
SAVE STRESS
Simplify the process.
- Ask questions and get answers in plain English
- Follow interactive walkthroughs to make the complex simple
- Keep others in the loop with Heirloom’s beneficiary portal
SOLUTIONS
Solutions for every situation
Whether you just need to find assets, want DIY tools, or prefer a fully-managed service.
Asset Discovery
Find hidden accounts and policies
- Asset discovery tools
- Reimbursable from the estate
Executor Toolkit
Complete estate settlement tools
- Asset discovery tools
- Step-by-step executor guide
- Beneficiary portal
- Time and expense tracking
- Reimbursable from the estate
Managed Service
Tailored to your estate
- Dedicated estate specialist
- Document preparation & filing
- Creditor & beneficiary notifications
- Hands-on guidance throughout
- Reimbursable from the estate
PRIVACY & SECURITY
Built to protect your family's information
Your privacy & security always comes first
We only collect what's necessary
Your data is encrypted and stays under your control
We never sell your information
Encrypted
SOC II (in progress)
Encrypted
SOC II (in progress)
