Checking & Savings Accounts
Everyday checking, savings, and money market accounts held across banks and credit unions, consolidated into a single view.
Bank Accounts
Surface Bank Accounts
Across Institutions Nationwide
Heirloom combines public records with email and transaction analysis to surface the checking, savings, and money market accounts a decedent held, then confirms balances in your estate inventory.
120B+
Public and private records cross-referenced per estate
~2 Weeks
Thorough bank search confirms balances across institutions
The Banking Picture
Bank Accounts Hide in Plain Sight
Deposit accounts rarely show up in public records, and paperless statements make them easy to miss. Heirloom pairs public data with email and transaction analysis to help confirm accounts and balances.
Money Market & Credit Union Accounts
Interest-bearing and credit union accounts that scattered across institutions over a lifetime of banking.
Hidden & Overlooked Accounts
Accounts at institutions the family never banked with, surfaced through email and transaction analysis run with the executor's consent.
Payable-on-Death & Joint Accounts
POD designations and joint ownership that determine what passes outside probate and what enters the estate.
Safe Deposit Boxes
Box holdings tied to the decedent, so contents aren't lost or left unopened when the estate closes.
Dormant & Escheated Balances
Inactive balances that went dormant and escheated to the state, surfaced by searching unclaimed property programs nationwide.
I’m very satisfied with the search for my grandfather. Any additional information is very valuable. I want to start another search for my grandmother immediately.
Norman, estate executor
How It Works
From a Name to a More Thorough Account Inventory
Step 1
Enter the Basics
Your staff spends a few minutes entering the decedent's name and identifiers into a secure dashboard. No document hunting to get started.
Step 2
Confirm Accounts & Balances
Bank accounts confirm over about two weeks as Heirloom combines public records with email and transaction analysis, run only with the executor's consent.
Bank accounts are only the start. The same intake can also surface real estate, retirement plans, investment accounts, life insurance, business holdings, unclaimed property, and other liabilities, feeding one shared estate inventory.
FAQs
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Launch a turnkey estate inventory service line that captures new revenue with zero added headcount.
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