How Heirloom Works

Effortless Asset Discovery in
Five Easy Steps

Introduce an advanced estate inventory service line with zero staff overhead. Heirloom handles the complex data logistics in the background while your team maintains complete control.

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Step 1

Simple & Secure Intake

Your staff spends a few minutes entering basic decedent information into a secure dashboard.

  • Full name
  • Social security number

Step 2

Immediate Insights

Heirloom provides an immediate baseline of the decedent's footprint.

  • Deeded real estate holdings
  • Businesses
  • Unclaimed property

Step 3

Sensitive Records Search

Upload standard estate authorization documents to unlock traditionally restricted searches.

  • Death certificate
  • Court Authorization or Certificate of Trust
  • Government ID

Step 4

Comprehensive Results

Over the next few weeks, results from more than 120 billion records will populate into the admin portal.

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

Included at No Extra Cost

A Clear Roadmap for Estate Settlement

At no extra cost, Heirloom includes a personalized roadmap with step-by-step guidance and automations to help your clients with the logistical work of estate settlement.

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Built to Protect Your Practice

Heirloom is engineered from the ground up to secure sensitive information.

Encrypted Infrastructure

Keep sensitive decedent details safe and under your control with end-to-end encrypted architecture designed to prevent unauthorized access.

Privacy Assurance

Protect your practice and your clients with Heirloom's absolute confidentiality commitment: we only collect what is necessary and we never sell your data.

Monitored Compliance Standards

Deploy our asset discovery tools with total peace of mind, leveraging a secure system that currently has a SOC 2 audit in progress.

Encrypted

Independent Security Audit

Cloud Application Security Assessment

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FAQs

Maximize Every Caseload

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

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Heirloom - Estate Settlement Software for Executors