Bank Accounts
Checking, savings, and money market accounts across banks and credit unions.
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Asset Discovery
Discover What
an Estate Holds
One intake starts searches across assets and liabilities. Heirloom cross-references billions of records to help your team build a clearer estate inventory of what the decedent owned and owed. Explore what Heirloom finds by asset type.
120B+
Public and private records cross-referenced per estate
6,000+
Databases searched in parallel across asset types
Explore by Asset Type
What Heirloom Helps You Surface
From property and retirement accounts to unclaimed funds and crypto, each search feeds the same estate inventory. Dive into any asset type to see how it works.
Business Holdings
LLCs, partnerships, ownership stakes, and filings across state registries nationwide.
ExploreCredit Cards & Debts
Credit cards, loans, liens, and collection accounts for a balanced inventory.
ExploreCrypto
Exchange accounts, wallets, and on-chain holdings before access is lost.
ExploreFuneral Insurance
Final-expense, burial, and preneed policies, so families don't pay twice.
ExploreInvestment Accounts
Brokerage accounts, stocks, bonds, CDs, and HSAs across custodians.
ExploreLife Insurance
Policies and death benefits matched through the NAIC database and state registries.
ExploreReal Estate
Deeds, title and vesting, mortgages, liens, and assessed value across U.S. counties.
ExploreRetirement Accounts
401(k)s, IRAs, pensions, and annuities from a lifetime of employers.
ExploreUnclaimed Property
Escheated accounts, uncashed checks, and forgotten deposits across all 50 states.
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Maximize Every Caseload
Launch a turnkey estate inventory service line that captures new revenue with zero added headcount.
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