How Heirloom Works

See how legal teams use Heirloom to uncover assets and deliver complete estate inventories without the paper chase.

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Three steps to a complete estate inventory

Today, asset discovery is slow, incomplete, and hard to scale. Firms chase registries by hand, depend on grieving families to dig up statements, and still miss accounts that never make it into the estate inventory.

  1. Step 1

    Public Records Search

    Start with a few decedent details. Heirloom runs a public records search and gives you an early picture of the estate.

    You provide

    • Social Security Number
    • Full legal name

    Heirloom delivers

    • Match against a proprietary data graft of 350 million Americans
    • Public records results in minutes
    • Early findings like real estate, businesses, and unclaimed property

  2. Step 2

    Sensitive Records Search

    Upload authority documents so Heirloom can search accounts and policies that public records alone cannot unlock.

    You upload

    • Death certificate
    • Letters Testamentary, Letters of Administration, or Certificate of Trust
    • Government ID

    Heirloom delivers

    • Document verification for legal authority and privacy rules
    • Sensitive records search across restricted financial sources
    • Findings such as bank accounts, retirement accounts, and life insurance

  3. Step 3

    Review Estate Finances

    Over the next few weeks, results fill in automatically. Your team reviews one complete inventory.

    Heirloom uncovers

    • Real estate
    • 401k
    • Business holdings
    • Unclaimed property
    • IRA Account
    • Pension
    • Bank accounts
    • CD
    • Stocks
    • Bonds
    • HSA
    • Life Insurance
    • Funeral Insurance
    • Credit Card
    • Crypto

    Explore all asset types

FAQs

Maximize Every Caseload

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

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Asset Discovery Solution | Heirloom