Real Estate

Find Property the Family
May Have Missed

Heirloom uncovers the real estate a decedent owned, including deeds, title, liens, and value, and delivers it into your estate inventory in minutes.

Instant

Deeded real estate surfaces first, right after intake

Nationwide

Deed records across U.S. counties and states

The Property Picture

Real Estate Is Where Estates Get Complicated

A home is rarely the whole story. Heirloom cross-references billions of public and private records to answer the questions that actually move a settlement forward.

Deeded Ownership Records

Properties tied to the decedent, including primary homes, second homes, rentals, and vacant land, pulled from a nationwide deed network, not just the address the family already knows.

Title & Vesting Details

See exactly how each property was held: sole ownership, joint tenancy, community property, or transfer-on-death and lady bird deeds. The vesting record shows what passes automatically and what needs court action.

Mortgages & Liens

Outstanding mortgages, HELOCs, and recorded liens surface alongside the deed, so nothing goes delinquent and equity is clear before any decision to sell or transfer.

Assessed Value & Tax Records

County assessed values and property-tax history give your team a defensible baseline for the inventory, estate-tax work, and fair distribution among heirs.

Nationwide & Multi-State Coverage

Because the search runs nationwide, out-of-state and forgotten properties surface before they can stall a final settlement.

Land & Mineral Interests

Fractional land holdings and mineral rights are among the easiest interests to overlook, and the ones families are least likely to know about. Heirloom brings them to the surface.

A client has no clue where a mineral interest is, and then I mentioned Heirloom and [our managing partners] were like, ‘Oh we need to use that for every client.’

Estate Attorney

How It Works

From a Name to a More Thorough Property 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 Deeded Property Instantly

Real estate holdings are among the first results to populate. Deeds, ownership, and title details appear right away, so your team can move on the property questions immediately.

Real estate is only the start. The same intake can also surface bank and investment accounts, retirement plans, life insurance, business holdings, 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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Real Estate Asset Discovery for Estates | Heirloom