Meet a Few Happy Heirloom Users

Other tools were so limited that we had no way of knowing what was out there. With Heirloom, I find things I would never be able to find on my own. It makes me realize just how much must have been missed in the past.

Clients really want it. Everyone wonders if there’s something out there a loved one forgot about.

A client has no clue where a mineral interest is, and then I mentioned Heirloom and [our managing partners] were like, ‘Oh we need to use that for every client.’

Honestly, our in-house paralegal doesn’t like probate work. She’s happy to let Heirloom take it over and focus more on the planning and operational matters.

Heirloom makes all the difference. In the midst of everything going on, it’s a relief to know I have a plan and tools to help me.

On your own, piecing together an estate’s finances feels impossible. With Heirloom’s discovery tool, you have a complete picture in minutes.

My team is giddy about the system. [We] love it! There’s a sense of excitement to be working with Heirloom.

This is a game changer.

I’m very satisfied [with the search for my grandfather]. Any additional information is very valuable. I want to start another search for my grandmother immediately.

Heirloom is exactly what I needed. A one-stop shop. Especially in the midst of grief, these tools are a lifesaver.