Partnerships
Partner with Heirloom
We work with organizations that sit alongside Trusts & Estates professionals. Heirloom is the asset discovery layer — 120 billion records, turned into an inventory firms can offer without adding staff. If you have a path to those firms or the families they serve, let's talk about working together.
We've Helped Thousands of Families Uncover Millions in Assets
& 1000s moreWho we partner with
Built for the people around the estate.
Law Practice Consultants
You help Trusts & Estates firms modernize operations and grow administration. Introduce Heirloom as the discovery layer your clients can offer without adding headcount.
Technology Providers
You already sit in the firm's workflow. Integrate Heirloom's discovery into your product, or refer clients who need a complete estate inventory — so more of settlement happens in one place.
Other Partners
Associations, referral networks, and professional services that already work with Trusts & Estates firms. If you have a path to those practices, we want to hear from you.
Let's Work Together
If you sit alongside Trusts & Estates firms, Heirloom can be the discovery layer you bring to them.
Get in Touch