Entity Ownership
LLCs, corporations, partnerships, and sole proprietorships registered to the decedent across state business registries.
Business Holdings
Surface Business
Interests the Decedent Held
Heirloom surfaces the LLCs, partnerships, and closely held companies a decedent owned, along with the shares, filings, and liens that decide what the estate now controls.
Instant
Registered entities surface first, right after intake
Nationwide
Business registries across U.S. state filings
The Business Picture
A Business Interest Is Rarely Simple
Ownership can sit in entities across several states, layered with shares, filings, and liens. Heirloom cross-references billions of records to map exactly what the estate holds.
Ownership Stakes & Shares
Membership interests, shares, and partnership percentages that determine exactly what the estate now controls.
Multi-State Registrations
Entities formed or registered in other states surface through a nationwide search, even ones the family never mentioned.
UCC Filings & Liens
Secured interests, financing statements, and liens tied to the business, so obligations are clear before any transfer or sale.
Registered Agents & Filings
Official filings, registered agent details, and entity status: active, dissolved, or delinquent, for each business tied to the decedent.
Dissolved & Inactive Entities
Dormant or dissolved businesses still connected to the decedent that may hold residual assets or lingering liabilities.
Clients really want it. Everyone wonders if there’s something out there a loved one forgot about.
David, Trust & Estate attorney
How It Works
From a Name to a More Thorough Business 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
See Entities Instantly
Registered businesses and ownership filings are among the first results to populate, so your team can move on succession and transfer questions right away.
Business holdings are only the start. The same intake can also surface real estate, bank and investment accounts, retirement plans, life insurance, unclaimed property, and other liabilities, feeding one shared estate inventory.
FAQs
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