At Heirloom, We Help You Navigate Inherited Property with Heart and Strategy
When a loved one passes or moves into care, you’re handed more than keys. You’re handed the weight of a legacy.
We help you carry it—with reverence, strategy, and soul.
From Chaos and Clutter to Closure
and Clarity
Before:
A vacant, overwhelming home. Memories in every drawer. Paperwork piling up. Siblings debating next steps. Out-of-state, out of time, and emotionally drained.
After:
A clean, catalogued home. Family heirlooms preserved. The family has closure. Renovations done virtually. The home is ready to sell—and you're at peace, knowing you honored your loved one's legacy.
Estate Transition Framework™
Closure → Clarity → Completion
Navigating an inherited home can feel like stepping into a storm of grief, decisions, and deadlines. Our proprietary 3-part framework brings structure to the chaos—guiding families through every phase of the journey.
Closure
The Heirloom Party™ (in-person or virtual): guided ceremony for emotional closure
Property walkthrough and family alignment session
Cleanout planning and heirloom cataloging
Donation, distribution, or storage coordination
Emotional context gathering to reduce future conflict
Clarity
Property assessment + family priorities intake
Legal alignment: title search, DOD appraisal, probate process sync
Strategy sessions to answer questions like:
Do we rent, sell or keep it?
Do we need to do any repairs?
How do we limit tax liability?
Risk and timeline forecasting
Decision facilitation across heirs
Completion
Listing prep: staging, photography, virtual design (if needed)
Pricing strategy + offer evaluation
Contract-to-close coordination with agents, vendors, and attorneys
Ongoing communication with all heirs
Final walkthrough or sacred send-off
Optional: charitable giving plans, post-sale grief support
Every stage is led with empathy, backed by systems, and designed to give you emotional and
logistical relief.
Full-Service Support for Inherited Property Transitions
You don’t have to come back. We handle it all.
Out-of-state coordination
Estate cleanouts
Heirloom cataloging
Virtual renovations
Probate & trust support
Agent + vendor management
HOA, lien, or permit resolution
Full-service listing + sale
Whether it’s across town or across the country, we’ve built the systems to make this seamless for you.
From Overwhelmed to
At Peace
Real Stories from Our Clients
Why Families, Agents & Attorneys Trust Heirloom
Trained over 1100 agents across the U.S.
Certified Inherited Property Experts (CIPE)
Backed by attorney referrals + vendor partnerships
We don’t just serve families—we set the national standard.
From uncertainty to resolution. Your path forward starts here.
This next step doesn’t have to feel heavy
You’ve carried so much already.
Let us take it from here.
No pressure. Just a sacred conversation to
help you find clarity.
No pressure. Just a sacred conversation to
help you find clarity.
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