Settling Inherited Property and Senior Moves Without the Chaos.

Heirloom gives you simple tools and white-glove support — so your family keeps control, protects equity, and avoids conflict.

Get Started

How Families Like Rockefeller Protected Their Legacy

Discover 15 laws of legacy that help families avoid the

$50K+ mistakes that cause inheritance to collapse.

How Families Like Rockefeller Protected

Their Legacy

Discover 15 laws of legacy that help families avoid the $50K+ mistakes that cause inheritance to collapse.

Start With Closure,

Not Conflict

Closure is where every journey begins. Inside the Heirloom platform, families capture stories before the hard decisions start.

Settle ‘Who Gets What’ Before It Tears Families Apart

We cut down confusion and conflict with clear inventory —

DIY in the platform or full service with our team.

One Hub to Track Everything

No more endless group chats or messy spreadsheets. Track everything in one place — so everyone stays aligned.

Documents

Tasks

Passwords

Vendors

Shared Expenses

Estate Sales, Shipping, Donations, and Disposal — Done

No more endless group chats or messy spreadsheets. Track everything in one place — so everyone stays aligned.

CASE STUDY

Out of State Heirs

Mike and Noah are two brothers who inherited their parent’s home in Delray Beach, FL. They handed us the keys. We handled the clean out, prep and sale of the home. The property sold in 18 days for full List Price.

Build the Plan Before You Sell

Make Decisions That Protect Generational Wealth

Compass turns confusion into confidence with side-by-side net sheets, tax insights, and heir distribution planning — so your family makes the best decision together.

Sell Smarter. Close Stronger.

We don’t just sell inherited homes — we protect your family’s equity with a full-service, white-glove process.

Full prep: cleaners, pre-inspection, permits, appraisal

12-week marketing plan to maximize exposure

Virtual renovation design to show buyers the upside

White-glove coordination with trusted vendors

45 Days To Contract

Sold for 97% of list price

Market the Vision, Skip the Renovation

As part of our full-service marketing plan, we include designer renderings and quotes that show buyers the property’s future value — helping families compete with upgraded homes and avoid investor discounts.

CASE STUDY

Moving Mom Into A Senior Living Facility

This family was referred to us by a financial advisor. Mom was moving into a senior living facility due to alzheimers.

CASE STUDY

Out of Country Heir

Isaac’s Story

FAQ

What if my family doesn’t agree on what to do with the property?

That’s the most common challenge. Our platform creates clarity with side-by-side options, and our team facilitates the process so every heir or family member sees the same information.

Do we have to use the platform ourselves?

Not at all. Families can choose to DIY in the platform or let our team handle everything with full service. Most families pick a blend of both.

How is this different from hiring a regular real estate agent?

Most agents only list the home. We handle the entire estate transition — inventory, cleanout, tax planning, senior move coordination, marketing, and the sale — so you get faster timelines, higher value, and fewer conflicts.

What if the house needs repairs or updates before selling?

You don’t have to handle that yourself. We offer virtual renovation designs, connect you with trusted vendors, or market the home as-is with a clear plan to buyers.

How much does it cost?

DIY use of the platform starts free. For full service, we work like a traditional real estate transaction — covered by commission — with additional options if you need white-glove estate coordination.

Can this help with senior transitions, not just inheritance?

Yes. We support both. Whether you’re downsizing, moving a parent to care, or selling after a loss, our system streamlines the process and reduces stress.