Let's protect family legacies together.
When we meet, I'd love to see if Heirloom can make your clients even more excited to refer you and save you time when they're inheriting a property:
Tell me if this sounds familiar...
This is what a probate attorney replied to one of my Instagram stories with.
Her frustration is so valid.
Even the best residential real estate agents struggle with inherited property because it involves:
🗝️ Legal processes
🗝️ Court timelines
🗝️ Family dynamics
🗝️ Outdated properties
🗝️ Attorneys and other advisors
🗝️ Vendor coordination
... and a million other things that they're not trained for.
And when it takes forever to sell because it doesn't show well, they slap a "motivated seller" in the hidden remarks of the MLS which basically guarantees a low-ball offer.
Here are the receipts from the MLS:
This happens in every market at every price point.
And this isn't a small issue either.
50% of America's net worth is in property equity.
That's exactly how you end up frustrated and the family sacrifices their legacy.
My goal is to be the partner who makes you more referable by your own clients.
Can I show you how?
Of course they want to work with their Realtor
Because they have no clue that inheriting a property is NOTHING like a regular transaction.
They don't know it's going to take ~200 hours
Most think they're going to clean out the property one weekend and host an estate sale the next. They have no clue how much it actually takes.
They don't know that it's going to cost $20-50k
Most families don't account for costs like deep cleaning, a handyman, what they'll pay to the estate sale company, or the disposal of the things that can't be sold.
They don't know it's going to cause family tension
Most families have no idea how to recognize grief in their loved ones or how to diffuse situations so when it comes up, you end up getting the call.
So, their agent ends up practicing on them.
Hi! I'm Alexa.
I've been in real estate since 2013 but my journey with inherited property started in 2018 when my father unexpectedly passed away and my family spent 2.5 years in probate.
I began working with families who were inheriting property and realized my family wasn't unique and crazy as I thought.
The same patterns kept coming up across almost every family - regardless of their economic status or if they'd done a trust or not.
Since then, I've worked with dozens of families inheriting properties, wrote The Legacy Year, trained over 1,200 real estate professionals and built a platform that won a pitch competition to help families navigate inheritance, and I've spoken for BAR associations and legal/financial firms.
This isn't about selling a house for me.
It's about protecting family legacies by changing the way America inherits property and I'm just getting started.
Here's how:
Our Process
Step 1
Prevent family dynamics from sabotaging the sale
Many families struggle with the relationship dynamics between them during inheritance so every family gets a copy of my book The Legacy Year as a 12-month conversation guide to facilitate those conversations beyond the estate plan.
Step 2
Curate the loved one's legacy with dignity
Families get overwhelmed during the clean out and prep process so I've partnered with professionally trained estate coordinators to facilitate our five-step curation process to handle all of the personal belongings
Step 3
Market the nostalgia of the home to maximize the property's value
Outdated homes are harder to market than upgraded ones and depersonalizing doesn't help. I leverage my 49,000 person audience across all platforms to sell the story of the home.
Case Studies
Out of Date Properties
When Isaac’s brother passed away, he was 1,200 miles away and facing a logistical nightmare: a luxury condo mid-renovation, rooms packed with personal belongings, and a cooling market. Our team coordinated a full cleanout, recovered hidden value from his brother’s vintage guitar collection, and used virtual renovation renderings to showcase the condo’s unrealized potential. Within 11 days, a cash buyer paid full asking price—at a time when comparable units were sitting unsold for months. Isaac never had to set foot on a plane.
Out of State Heirs
When brothers Mike and Noah inherited their parents’ home, they lived in different states—and weren't sure what to do next. Heirloom stepped in to bring structure to the chaos. Using our Estate Transition Framework™, we created a transparent plan: full cleanout, vendor coordination, and a data-backed valuation that kept every decision neutral and factual. Within weeks, the home sold above appraisal—and more importantly, the brothers stayed on the same side of the table.
This isn't a sales pitch.
When we meet, I want to learn more about your practice and understand where property might be a pain for your clients.
After, I'll send you a few resources that you can share with your clients:
🗝️ 12 Questions To Ask Your Realtor When Inheriting Property Cheat Sheet
🗝️ Inherited Property Workbook
🗝️ Heirloom Digital Magazine
FAQ
What kind of clients do you work with?
We handle properties during legacy transfers. That includes probate and trust administration, guardianship, senior transitions and amicable divorces.
I have a client that's ready to go right now. How do I introduce you?
The most important thing is to make sure we have the proper information and never let someone slip through the cracks. Please complete our referral intake form.
When should I refer you?
As soon as the property conversation comes up (even if they're not ready to move forward yet) and ESPECIALLY if the property is in probate. They're getting harassed by prospecting bros who are cold calling them and they need someone in their corner they can trust.
What if it's in distress? (foreclosure, reverse mortgage, tax foreclosure, association fees/violations, etc.)
We need to get in contact with the family as soon as possible. Time is of the essence. Once we fully understand the situation, we'll connect them with the appropriate parties and keep you in the loop every step of the way.
Do you do a la carte estate sales or clean outs?
We do not.
What if they already have a realtor?
Their family realtor is probably awesome but inheriting property is nothing like a traditional transaction. Encourage them to get a second opinion - you can refer them or they can schedule a discovery call here.
What if they want a neighborhood expert?
When families say this, it's usually because making sure they sell for the most money is most important to them. Over 90% of buyers start their home searches online so having an agent who can make their property show well online and maximize exposure is actually the most important thing. We'd love to have a conversation with them and give them the option.
How much do you charge?
We don't have a flat fee model. Our intake process includes a walkthrough, we coordinate estimates from vendors and then collect a commission on the sale of the property. Everything is fully disclosed to the client and they will never be pressured to make a decision.
What areas do you serve?
I personally serve Broward, Dade and Palm Beach counties but I've trained agents all over the country but I only refer the ones I can personally vouch for.
What if they want to sell it as-is?
The family is always the final decision maker but it's our priority to make sure they have a full view of their options.
What if they don't have cash to handle the clean out?
We have partners that we work with to do a short term loan against the property that funds at closing. They can absolutely sell as-is but typically when clients understand their options, they opt to make sure it shows well.
Do you provide legal or tax advice?
Nope. I stay in my lane and refer all of those questions back to you.
What if they need to do a 1031 Exchange or Delaware Statutory Trust?
Send them over. We work with intermediaries that will facilitate it.
Your clients don't know unless you tell them.
When property complicates your client’s case, we step in to manage the details—cleanouts, sales, and transitions—so you can stay focused on their plan.
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