Heirloom and AssetFynd Partner on 400M Unclaimed Assets
By Heirloom · · 5 min read
The new add-on service integrates AssetFynd's AI-powered technology and over 400 million global unclaimed asset records into Heirloom's offering.
For the Trusts & Estates firms and families who rely on Heirloom, asset discovery has always faced a hard stop: the estate closes, the file is archived, and any assets that surface afterward quietly slip away. That limitation was never a failure of effort. It's a structural gap between how quickly estates settle and how slowly forgotten assets become discoverable.
Today, we're closing that gap. Our new exclusive partnership with AssetFynd extends discovery far beyond the day an estate is settled, adding 400 million global unclaimed asset records and a first-of-its-kind 20-year perpetual search window to the platform you already use. In practice, that means the firms on Heirloom can now offer families a level of thoroughness the market has never seen, capturing assets that would have otherwise been lost to time, borders, and dormancy clocks.
If you're an estate attorney or fiduciary, this is the difference between an inventory that looks complete on closing day and one that stays complete for two decades. Here's what the partnership delivers and why it matters for your practice. Book a demo to learn more.
The Announcement
AUSTIN, TX — July 14, 2026 — Heirloom, a leading automated asset discovery platform for Trusts & Estates firms, today announced an exclusive partnership with AI-driven global asset recovery pioneer AssetFynd. The collaboration introduces a new financial asset recovery add-on service that solidifies Heirloom's position as the market's most comprehensive asset discovery solution, granting firms access to 400 million additional global unclaimed financial assets and introducing a unique 20-year perpetual search window.
Why This Matters: The Dormancy Blind Spot
The mismatch between estate settlement timeframes and unclaimed asset dormancy periods is a critical blind spot when settling an estate:
- Estates settle fast. Most estates are settled within a year.
- Assets go dormant slowly. Financial institutions in the US typically require three to five years of inactivity before declaring an asset dormant and reporting it to state registries.
- Global timelines stretch even further. Dormancy periods in Canada can be 10 years, and as long as 20 years in Europe.
Because traditional estate inventories are a one-time event, items are routinely missed. By partnering with AssetFynd, Heirloom bridges this operational gap, continuously monitoring global sources to capture and recover lost assets that emerge long after the estate closes.
A High-Margin Service Line, Not a Manual Burden
The partnership helps Heirloom turn comprehensive asset discovery into an effortless, high-margin service line for Trusts & Estates practices. Instead of leaving this tedious burden to grieving families, estate attorneys can launch a premium inventory offering.
A firm's staff spends just a few minutes entering basic decedent details, and the platform handles the compilation automatically by querying:
- Heirloom's 120 billion private and public records, alongside
- AssetFynd's global unclaimed asset database.
"Heirloom's mission has always been to comfort those who mourn by simplifying the administrative burden of loss. By partnering exclusively with AssetFynd, we are putting the best asset discovery tool on the market into the hands of estate attorneys. This gives firms the ability to offer families an unprecedented level of thoroughness and long-term peace of mind."
— Davis Wilkinson, CEO of Heirloom
Institutional-Grade Recovery, Powered by AI
AssetFynd brings global forensic asset recovery expertise to the platform. Founded by industry veteran and Forbes Technology Council member Darren Jack, who has spent over three decades managing international bank liquidations and multi-billion-dollar unclaimed property registries, AssetFynd utilizes AI to proactively scan, clean, and match disparate global records in minutes rather than weeks.
"Most estate searches miss assets simply because the data records are highly fractured and constantly evolving across global jurisdictions. We built AssetFynd to solve this tracking problem at scale using advanced AI-native and embedded machine learning tools. By partnering with Heirloom, the market is gaining an institutional-grade audit tool that automatically monitors hundreds of global sources for two decades after an estate is closed without lifting a finger."
— Darren Jack, CEO and Founder of AssetFynd
About Heirloom
Heirloom is an automated asset discovery platform built to help attorneys expand their estate administration practice. Trusts & Estates firms often forgo offering estate inventories entirely, leaving the tedious and often incomplete work of asset discovery to grieving families. Heirloom automates this process by querying over 120 billion private and public records, working in the background to deliver a comprehensive inventory of what a decedent owned and owed. With minimal overhead, Trusts & Estates firms can launch a premium service line that provides true burden relief to families when they need it most.
About AssetFynd
AssetFynd is an advanced AI-powered global platform that locates and recovers unclaimed financial assets quickly, securely, and at scale worldwide. AssetFynd works directly with corporations, governments, and charities, and through strategic alliances with unclaimed property consulting and recovery firms, corporate insolvency practitioners, and wills and estates practitioners. By combining advanced AI-powered search and match technologies, global data, and decades of expertise, AssetFynd delivers a service that recovers lost corporate financial assets worldwide, managing the entire process of global searching, matching assets to owners, and filing claims for the benefit of you and your clients.
Learn more at www.AssetFynd.com.
Heirloom is not a law firm and cannot provide legal advice. This content is for informational purposes only. Heirloom can only provide self-help services at users' specific direction.