HEIRLOOM PRICING

Pricing That Scales With Your Practice

Heirloom for Firms

One investment. Everything included.

A single minimum annual commitment, sized to your caseload, that includes your asset discovery searches and the full Executor Toolkit.

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Custom

  • Minimum annual commitment sized to how many estates you administer
  • Includes a bundle of asset discovery searches, prepaid for the year
  • Additional searches at a flat, predictable rate
  • Volume discounts available as you scale
  • Executor Toolkit included
  • Unlimited users
  • Priority support

REFERRAL PROGRAM

Refer Another Firm and Get 3 Free Estate Searches

Know a Trusts & Estates practice that would benefit from Heirloom? Refer them and receive three complimentary estate searches once they come on board.

Maximize Every Caseload

Launch a turnkey estate inventory service line that captures new revenue with zero added headcount.

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Pricing That Scales With Your Practice | Heirloom