Heirloom Blog

Is Your Administration Workflow Ready for the Wills You Are Drafting This Month?
Make-a-Will Month fills the planning calendar with wills and trusts that will one day become estates. The follow-on for firm leaders is whether probate administration is ready to take those files.
10 min read
The Wills Signed Today Face a Paperless Probate Tomorrow
Make-a-Will Month gets the documents signed. The probate that follows will fail if the firm still waits on mail. The mailbox trap, the reputational cost of missed assets, and why an institutional sweep is now due diligence.
7 min read
Template: Authorization Form to Disclose Cryptocurrency & Digital Wallet Holdings
A free authorization form for trusts and estates attorneys to request a decedent's cryptocurrency and digital wallet holdings from exchanges and custodians.
5 min read
Template: Deceased Notification Letter to Credit Bureaus
A free letter template for trusts and estates attorneys to notify Equifax, Experian, or TransUnion of a client's death, place a deceased alert on the credit file, and help protect the estate from identity theft.
5 min read
The Best Conferences for Estate Attorneys: Late 2026 and Early 2027
A practical roundup of the best upcoming conferences for estate, probate, and elder law attorneys, including WealthCounsel, SFTI, Notre Dame, USC Gould, UT Law, Heckerling 2027, and ACTEC, with dates, locations, and who each event is best for.
7 min read
Estate Attorney AI: Safe Use Cases and Copy-Ready Prompts
A practical guide for estate attorneys on what AI can and cannot safely do in a trusts and estates practice, with copy-ready low-risk prompts for intake, checklists, plain-language handouts, and admin drafts.
9 min read
Template: RUFADAA-Compliant Consent Clause for Wills
Free RUFADAA-compliant will consent clauses for trusts and estates attorneys: full digital-asset access, withhold content of electronic communications, or prohibit disclosure. Ready to copy and paste.
5 min read
The Best Software Stack for Modern Estate Attorneys
A category-by-category guide to the software stack a modern Trusts & Estates firm actually needs, from estate administration and asset discovery to matter management, document automation, trust accounting, intake, e-filing, and security.
8 min read
Template: Formal Bank Request for Deceased Account Information
A free letter template for trusts and estates attorneys to formally request a deceased client's account information from a bank, including date-of-death balances, statements, and beneficiary details.
4 min read
How Firms Can Support Grieving Families During Estate Administration
Estate administration lands on families at the hardest moment. Here's how Trusts & Estates firms can reduce cognitive load, communicate with care, and give grieving clients the structure and clarity they need, especially in July, Bereaved Parents Awareness Month.
8 min read
Heirloom and AssetFynd Partner on 400M Unclaimed Assets
Heirloom announces an exclusive partnership with AI-driven asset recovery pioneer AssetFynd, adding 400 million global unclaimed asset records and a 20-year perpetual search window to the market's most comprehensive asset discovery platform for Trusts & Estates firms.
5 min read
Unclaimed Property Registries vs. Deep Data
State-run unclaimed property sites like MissingMoney.com are a lagging index of already-escheated assets, not a discovery tool. Here's why they fail to map a decedent's estate during active administration, and what a comprehensive search looks like instead.
8 min read

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