They left you the house, the stuff, the decisions. Finally, a way through
it all.
Navigate every choice while keeping your family together. Turn the chaos into clarity, honor their memory, and protect your peace. This is the guidance you've been searching for.
How Families Like Rockefeller Protected Their Legacy
Discover 15 laws of legacy that help families avoid the
$50K+ mistakes that cause inheritance to collapse.
Estate Management
It's time—start your inherited property plan now.
Take charge with our platform, or let our specialists handle everything. Either way, your family's legacy is protected and your burden is lifted.
Organize & Decide.
Take control of the inherited property process. Inventory everything, track expenses, coordinate with family, and make informed decisions about what to keep, sell, or donate.
Complete digital inventory with memories
Family coordination and task management
Expense tracking and decision documentation
Most Popular
Full-Service Transition.
Complete estate transition services including professional cleanout, property preparation, and guided sale process with our certified estate specialists.
Professional estate cleanout services
Heirloom Party celebration and closure
Certified estate transition specialist
Manage smarter.
Preserve more.
Inherited property is complex and your management platform should keep up. Our intelligent system keeps everything organized, updated, and ready — so your family never faces the burden alone.
Your property, fully connected.
Get the tools and guidance you need to keep your property organized — today and tomorrow.
Unlimited property updates
Share access with family & advisors
Smart alerts & personalized insights
Expert guidance, tailored to you.
Created by estate specialists and designed to grow with you. Our platform helps you handle inherited property confidently.
Estate transition roadmaps
Decision support tools
Professional network access
Security you can trust.
With bank-level encryption and secure sharing features, your family's most important documents stay protected and accessible.
Bank-level encryption
Secure document storage
Role-based access controls
What's Inside the Portal
Real screens from the Heirloom client experience—calm, organized, and designed for inherited homes.
Manage Everything in One Place
Track expenses, keep documents secure, and coordinate vendors without the chaos.
Compass Overview
Set intentions and see a clear recommendation aligned to your goals.
Option Analysis
Compare Sell, Rent, Keep, or Finance—risk, timeline, and 5‑year value at a glance.
Inventory & Heirlooms
Document valuables and memories so nothing meaningful gets lost.
Tasks & Milestones
Keep siblings aligned with shared tasks and due dates.
Memories
Honor your loved one’s story with photos and notes alongside the work.
Collaborators
Invite attorneys, family, or allies with tailored permissions.
Tools & Reports
One‑click reports and calculators to make confident decisions.
Our Services
Support that evolves with you.
Expert tools, tailored to you.
Created by estate specialists and designed to grow with you. Our platform helps you handle inherited property confidently, no matter where life takes you.
Guidance you can count on.
We break complex estate processes into simple, manageable steps and are always here to help — with member support, expert guidance, and proactive updates as situations change.
Affordable today, valuable tomorrow.
Estate management should be accessible to everyone. Our platform makes it affordable to start and easy to maintain over time.
Security you can trust.
With bank-level encryption and secure sharing features, your family's most important documents and details stay protected — and accessible when they're needed most.
The Reality of Property Inheritance
Here's Exactly How This Goes
(And How We Fix Each Step)
Every inheritance story follows the same painful pattern. The only difference is
whether you have the right tools and support to navigate it gracefully.
The Overwhelming Reality Check
Days 1-7: When Everything Hits You
You walk into their house and realize you're responsible for 50+ years of life. Every room has 'important' papers. Every drawer has mysteries. The attorney is asking for documents you've never seen. Family members are offering conflicting advice. You feel paralyzed.
Instant Digital Organization
Day 1: Immediate Relief & Structure
We immediately set up your digital vault and start documenting everything. No more lost papers, no more guessing what's important.
The Documentation Deep Dive
Week 2-3: Getting Your Arms Around Everything
Insurance policies, bank statements, property deeds, tax records, passwords to accounts you didn't know existed. Plus Uncle Bob thinks the china is worth $10K and your sister wants to donate everything tomorrow. Meanwhile, property taxes are due and you don't even know what accounts exist.
Complete Digital Asset Management
Week 1-2: Everything Cataloged & Secure
Our secure document center organizes everything by category. Password manager stores all logins. Inventory system catalogs every item with photos and family input on sentimental value.
The Family Coordination Nightmare
Month 1-2: When Everyone Becomes an Expert
Suddenly everyone has opinions about what to do with the house. Your brother (who lives 2,000 miles away) thinks you should keep it. Your sister wants to sell immediately. The realtor says renovate. The contractor says it's fine as-is. Group texts are out of control and nobody is tracking actual tasks or expenses.
Structured Family Collaboration
Week 2-4: Everyone Aligned & Contributing
Family collaboration tools with permission levels. Task assignments with deadlines. Expense tracking that shows exactly who paid what. Comment threads on every decision so nothing gets lost in text messages.
The Decision Paralysis
Month 2-3: Sell, Keep, or Rent?
You need actual data to make decisions, but every 'expert' gives you different numbers. What's it really worth? What would repairs cost? Could you rent it? What are the tax implications? You're making a $300K+ decision based on guesses and family pressure.
Data-Driven Decision Support
Month 1-2: Clear Path with Real Numbers
Our Compass analysis gives you real market data, repair cost estimates, rental income projections, and tax implications. Your CPA and financial advisor can review everything in the platform and give informed guidance.
The Relief of Resolution
Month 3-6: Actually Moving Forward
With real data and family alignment, you can finally make decisions with confidence. Whether you sell, keep, or rent, everyone understands the reasoning. The property transition happens smoothly because all the coordination happened in one place.
Seamless Transition Management
Month 2-4: Confident Execution & Closure
Complete transition management with all stakeholders in the loop. Every document, decision, and dollar tracked. Family relationships preserved instead of destroyed.
"The difference between families who inherit gracefully and those who implode isn't luck—it's having the right system."
— Every family wishes they had known this before they started
The Reality of Property Inheritance
Here's Exactly How This Goes
(And How We Fix Each Step)
Every inheritance story follows the same painful pattern. The only difference is whether you have the right tools and support to navigate it gracefully.
The Overwhelming Reality Check
Days 1-7: When Everything Hits You
You walk into their house and realize you're responsible for 50+ years of life. Every room has 'important' papers. Every drawer has mysteries. The attorney is asking for documents you've never seen. Family members are offering conflicting advice. You feel paralyzed.
Instant Digital Organization
Day 1: Immediate Relief & Structure
We immediately set up your digital vault and start documenting everything. No more lost papers, no more guessing what's important.
The Documentation Deep Dive
Week 2-3: Getting Your Arms Around Everything
Insurance policies, bank statements, property deeds, tax records, passwords to accounts you didn't know existed. Plus Uncle Bob thinks the china is worth $10K and your sister wants to donate everything tomorrow. Meanwhile, property taxes are due and you don't even know what accounts exist.
Complete Digital Asset Management
Week 1-2: Everything Cataloged & Secure
Our secure document center organizes everything by category. Password manager stores all logins. Inventory system catalogs every item with photos and family input on sentimental value.
The Family Coordination Nightmare
Month 1-2: When Everyone Becomes an Expert
Suddenly everyone has opinions about what to do with the house. Your brother (who lives 2,000 miles away) thinks you should keep it. Your sister wants to sell immediately. The realtor says renovate. The contractor says it's fine as-is. Group texts are out of control and nobody is tracking actual tasks or expenses.
Structured Family Collaboration
Week 2-4: Everyone Aligned & Contributing
Family collaboration tools with permission levels. Task assignments with deadlines. Expense tracking that shows exactly who paid what. Comment threads on every decision so nothing gets lost in text messages.
The Decision Paralysis
Month 2-3: Sell, Keep, or Rent?
You need actual data to make decisions, but every 'expert' gives you different numbers. What's it really worth? What would repairs cost? Could you rent it? What are the tax implications? You're making a $300K+ decision based on guesses and family pressure.
Data-Driven Decision Support
Month 1-2: Clear Path with Real Numbers
Our Compass analysis gives you real market data, repair cost estimates, rental income projections, and tax implications. Your CPA and financial advisor can review everything in the platform and give informed guidance.
The Relief of Resolution
Month 3-6: Actually Moving Forward
With real data and family alignment, you can finally make decisions with confidence. Whether you sell, keep, or rent, everyone understands the reasoning. The property transition happens smoothly because all the coordination happened in one place.
Seamless Transition Management
Month 2-4: Confident Execution & Closure
Complete transition management with all stakeholders in the loop. Every document, decision, and dollar tracked. Family relationships preserved instead of destroyed.
"The difference between families who inherit gracefully and those who implode isn't luck—it's having the right system."
— Every family wishes they had known this before they started
The Brutal Reality
Why Inheritance Without Help
Destroys Families
You think you're just inheriting property. But you're actually inheriting a complex web of financial, legal, emotional, and family dynamics that nobody prepared you for.
The $50K+ Mistake Tax
Selling to the first buyer because you don't know the real value
Missing renovation opportunities that could add $30-60K in value
Not understanding tax implications until it's too late
Paying contractors who take advantage of your grief and urgency
Missing property tax deadlines and facing penalties
Average family loses $52,000 in preventable mistake
The 18-Month Nightmare
Spending every weekend driving to their house to 'deal with stuff'
Endless phone calls with attorneys, contractors, and family members
Missing work because of constant estate-related emergencies
Living in limbo because you can't make decisions without more information
Paying carrying costs (insurance, taxes, utilities) for years
Families spend 18+ months in inheritance chaos
The Family Destruction
Siblings fighting over who gets what and who pays for what
Someone always thinks they're doing 'all the work'
Group texts that turn into family warfare
Important decisions made by whoever shouts loudest
Relationships destroyed over miscommunication and resentment
67% of inherited property disputes end in litigation
The Documentation Disaster
Losing important papers in the chaos of cleanout
Not knowing which documents are actually important
Passwords to accounts dying with them
Bank accounts you discover months later
Probate court requesting documents you can't find
Average estate has 47 different
financial accounts
The Decision Paralysis
Every expert gives you different advice and different numbers
Not knowing if you should sell, keep, or rent the property
Analysis paralysis while carrying costs pile up
Making huge financial decisions based on emotions instead of data
Feeling like every choice could be the wrong one
Families change their decision 3.7 times on average
The Emotional Overwhelm
Trying to grieve while making complex financial decisions
Feeling guilty about getting rid of their belongings
Carrying the emotional burden for the entire family
No one understanding the weight of being the executor
Feeling like you're dishonoring their memory if you make the 'wrong' choice
78% of executors report severe stress and anxiety
The Hidden Cost of "Figuring It Out Yourself"
$52K
Average preventable financial loss
18 mo
Time in inheritance hell
67%
End up in family litigation
"The cost of Heirloom is a fraction of what families lose trying to handle inheritance alone."
Real Families, Real Results
Stories That Could Be Your Story
These aren't polished testimonials. These are real families who were drowning in inheritance overwhelm and found their way through.
The Situation
"When Mom passed, we found 47 different bank statements, three storage units we didn't know about, and a house full of 'treasures' that looked like hoarding to us but were precious memories to her. My siblings live in different states and every conversation ended in arguments about what to do with everything."
4 siblings, inherited Victorian home
$740K
The Outcome
The inventory system saved our family. We cataloged over 1,800 items, and each sibling could add memories and mark what they wanted. The property analysis showed us that renovating would add $60K in value, and we were able to coordinate everything without a single family fight.
Margaret Chen
San Francisco, CA
SUCCESSFUL TRANSITION
The Situation
"Dad's house had been in our family for 60 years. The property taxes were $8K behind, there were liens we didn't know about, and my brother wanted to keep it while I needed to sell for financial reasons. We were heading toward a lawsuit and neither of us could afford an attorney."
2 siblings, financial disagreement
$485K
The Outcome
The expense tracking showed exactly what the property cost to maintain, and the financial projections helped us see that keeping it would bankrupt my brother. We ended up selling and splitting the proceeds fairly. Most importantly, we're still talking to each other.
David Rodriguez
Austin, TX
SUCCESSFUL TRANSITION
The Situation
"Mom lived in a mobile home that we thought was worthless, but the land turned out to be valuable. We almost sold to the first buyer who knocked on our door for $45K because we didn't know any better. Thank God we didn't sign anything immediately."
Single heir, almost sold for far under value
$165K
The Outcome
The market analysis revealed the land was worth $180K and zoned for development. We ended up getting $165K after a proper sale. That difference literally changed our family's financial future. We would have given away $120K out of ignorance.
Lisa Washington
Charlotte, NC
SUCCESSFUL TRANSITION
$2.4M+
Additional Value Preserved
89%
Families Avoid Litigation
156
Families Kept Together
"When families have the right tools and process, inheritance becomes a celebration instead of a catastrophe."
In Their Words
Families We've
Had the Honor to Serve
Every family's story is sacred to us. Here's how we've helped others navigate their most tender transitions.
"When dad passed, I was drowning in paperwork and emotion. Heirloom helped me honor his memory while making practical decisions I could live with."
Margaret K.
Recently inherited family home
Naples, FL
"They understood this wasn't just about maximizing profit—it was about honoring three generations of memories in that house."
David R.
Managing mother's estate
Charleston, SC
"Finally, someone who spoke to my heart, not just my wallet. The Heirloom Party gave our family closure we didn't know we needed."
Isabella M.
Inherited grandfather's property
Savannah, GA
500+
Families Served
$50M+
In Legacy Preserved
98%
Family Satisfaction
"We measure success not in transactions, but in the peace we bring to families."
Ready to Begin?
You Don't Have to
Carry This Alone
Every day you wait is another day carrying the weight of indecision. Let us help you honor their memory with the dignity it deserves.
"They would want you to have peace, not burden. They would want their legacy honored, not forgotten. We're here to make that happen."
No pressure. No sales calls. Just compassionate guidance when you're ready.
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.
Heirloom
Guiding heirs through property inheritance decisions with clarity and confidence.
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