HEIRLOOM PRICING
Pricing That Scales With Your Practice
Firms pay a scaled annual platform fee plus a predictable per-estate usage charge — so your costs track directly with your caseload.
Basic
10 or less estates / year
Ideal for small Trusts & Estates practices and solo practitioners.
- Unlimited users
- Full access to core asset discovery searches
- Standard email support
- 1 free search during your proof of concept
Most Popular
Plus
10% off per estate11 to 50 estates / year
Ideal for mid-sized firms or boutique Trusts & Estates practices.
- Unlimited users
- Full access to core asset discovery searches
- Priority 24-hour support
- 2 free searches during your proof of concept
Premium
20% off per estateOver 50 estates / year
Ideal for larger firms with scaled Trusts & Estates practices.
- Unlimited users
- Full access to core asset discovery searches
- Dedicated account manager & custom onboarding
- 3 free searches during your proof of concept
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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