Because grief is hard enough.
THE TURBOTAX OF ESTATE MANAGEMENT
Self-help estate software
$7K+
legal fees saved
180 hrs
of admin work saved
∞
peace of mind
I thought, 'I can absolutely do this on my own.' Now, a year and a half later I would have absolutely gotten help. It was easily 500 hours of my time.
Casey
Estate Executor
SAVE TIME
Clear your headspace.
Estate settlement can take hundreds of hours and many months. Heirloom guides and automates the process, saving you time and mental burden.
AVOID MISTAKES
Simplify the process.
Missing deadlines or filing errors can cost tens of thousands. Our AI ensures you don't miss critical steps or requirements.
SAVE MONEY
Maximize inheritances.
Find assets you didn't know your loved one had. Minimize legal fees with affordable self-help solutions.
On your own, piecing together an estate's finances feels impossible. With Heirloom's discovery tool, you have a complete picture in minutes.
Gopi
PRIVACY & SECURITY
Built to protect your family's information
Your privacy & security always comes first
We only collect what's absolutely necessary.
Your data is encrypted and stays under your control.
We never sell or share your information — ever.
Encrypted
SOC II (coming soon)
Encrypted
SOC II (coming soon)
FAQs
When someone passes away, their estate (everything they own) must be wrapped up and passed on to heirs. This process is called estate administration. The executor — named in the will or appointed by a court — handles tasks like locating assets, paying debts and taxes, filing court documents, and distributing to beneficiaries. This often involves probate, the legal process that validates a will.