Credit Cards & Lines of Credit
Open card accounts and revolving credit tied to the decedent, with the issuers and balances on record.
Credit Cards & Debts
Surface Credit Cards
and Outstanding Debts
Heirloom surfaces the credit cards, loans, and liens a decedent left behind, so your team can settle what's owed and hand the court a balanced estate inventory.
120B+
Public and private records cross-referenced per estate
Owned & Owed
Liabilities inventoried alongside assets
The Liability Picture
Half the Estate Inventory Is What's Owed
Settling an estate means knowing the liabilities as precisely as the assets. Heirloom surfaces credit cards, loans, and liens so debts are settled correctly and beneficiaries aren't surprised later.
Loans & Financing
Personal loans, auto loans, and other financing, including balances secured against estate assets.
UCC Filings & Liens
Secured-interest filings and liens that attach to property or business assets before they can transfer.
Medical & Collection Accounts
Outstanding medical bills and accounts in collections that can surface late and derail a settlement.
Joint & Co-Signed Debts
Jointly held and co-signed accounts, so your team can see which obligations fall to the estate and which stay with a living co-borrower.
Balances in One View
Debts consolidated alongside assets, giving your team and the court a true net picture of the estate.
Honestly, our in-house paralegal doesn’t like probate work. She’s happy to let Heirloom take it over and focus more on the planning and operational matters.
Partner, Trust & Estate firm
How It Works
From a Name to a Balanced Estate 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 Debts Alongside Assets
Credit cards, loans, and liens surface early so your team can weigh what's owed against what's owned from the very start of the matter.
Debts are only half the picture. The same intake can also surface real estate, retirement plans, bank and investment accounts, life insurance, business holdings, and unclaimed property, and other liabilities, feeding one shared estate inventory.
FAQs
Maximize Every Caseload
Launch a turnkey estate inventory service line that captures new revenue with zero added headcount.
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