Data Encryption
Estate data is encrypted in transit (TLS 1.2+) and at rest (AES-256), keeping decedent details protected and under your control.
FOR FUNERAL SERVICES
Automated Asset Discovery
Expand your aftercare offering without additional headcount or overhead. Heirloom finds every account, debt, and asset a loved one left behind.
We've Helped Thousands of Families Uncover Millions in Assets
& 1000s more
Survivor Support, Extended
You already provide meaningful survivor support. Heirloom lets you extend it into the most tedious part of settling an estate: asset discovery.
Helping Families Is Core to Your Business
Aftercare and follow-through help families remember you (and return to you) long after the service ends.
Asset Discovery Is Where Families Struggle Most
Tracking down every account, debt, and asset a loved one left behind is the most time-consuming part of settling an estate, and most families face it without assistance.
A Turnkey Value-Added Service
Introduce Heirloom during arrangements and let families self-serve through a guided platform. No added headcount or overhead for you, no manual work for them.
The Turnkey Solution
Heirloom automates asset discovery by querying 120 billion records across thousands of sources - offered to families under your care.
Automated Asset Discovery
Heirloom searches across 6,000+ data sources - many of them proprietary - to surface real estate, accounts, life insurance, unclaimed property, and more.
Hands-off, Zero-Headcount Scale
Families work directly with Heirloom's platform and team. Your staff never becomes a support desk: no tickets, calls, or follow-up work for your team to absorb.
Easy Onboarding for Families
Sign-up takes just a few minutes. Families answer a few questions,upload a couple of documents and Heirloom's discovery engine goes to work in the background.
What Traditional Estate Discovery Misses
96%
of estates have unclaimed assets
$2T
in assets expected to go unclaimed during The Great Wealth Transfer
1in4
life insurance policies go unclaimed
31.9M
forgotten or left-behind 401(k) accounts
What Heirloom Uncovers
Heirloom unifies what a decedent owned and owed.
Families get a clearer estate picture without spending dozens of hours hunting for it themselves or leaving it to chance.
Instant
Real estate
401k
Instant
Business holdings
Instant
Unclaimed property
IRA Account
Pension
Bank accounts
CD
Stocks
Bonds
HSA
Life Insurance
Instant
Medical Debt
Instant
Credit Card
Crypto
Included at no extra cost
A Clear Roadmap for Estate Settlement
Alongside asset discovery, Heirloom includes a personalized roadmap with step-by-step guidance and automations to help the families you serve navigate the logistical work of estate settlement.
Trusted in Practice
Heirloom is exactly what I needed. A one-stop shop. Especially in the midst of grief, these tools are a lifesaver.
- Kriss, Estate Executor
On your own, piecing together an estate’s finances feels impossible. With Heirloom’s discovery tool, you have a complete picture in minutes.
- Gopi, Partner @ Ensemble
Heirloom makes all the difference. In the midst of everything going on, it’s a relief to know I have a plan and tools to help me.
- Lisa, Trustee
Built to Protect Your Practice
Heirloom is engineered from the ground up to secure sensitive information.
SOC 2
Heirloom is independently reviewed against industry security standards and is in active SOC 2 implementation to protect client data.
CASA
Heirloom passed an independent Cloud Application Security Assessment, with third-party examiners testing the application for vulnerabilities.
BBB Accredited
Heirloom is BBB accredited, a public commitment to ethical practices, transparency, and accountability to the firms and families we serve.
FAQs
Our missionComfort those who mournby streamlining estate settlement,
so families have time and space to heal.
More assets, surfaced.
Give the families you serve a modern toolkit that helps find accounts and assets a loved one left behind, under your care.