Let’s Make Estate and Senior Transitions Easier—Together.
We help attorneys, advisors, and fiduciaries simplify the property side of life transitions — from estates and inheritances to senior moves. If you’d like to explore how we can support the families you serve, let's chat.
Redefining Estate and Senior Transitions
Heirloom is a specialized partner for attorneys, advisors, and fiduciaries navigating estate and senior transitions.
Our Estate Transition Framework™ brings order and clarity to the property side of complex cases—guiding families through every phase from closure, to clean out, prep and conveyance.
We’ve been trusted and referred by leading firms across law and wealth management who share our commitment to protecting families, preserving timelines, and honoring legacy.
We work with firms like:
Case Studies
A Half-Gutted Condo, a Hidden Guitar Collection and Sold for Full Price in 11 Days.
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.
Two Heirs, One Home and a Family Kept Intact.
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.
A Lifetime of Memories Moved To Senior Living
Marilyn, a vibrant woman living with Alzheimer’s, spent 45 years in her family home. When it came time to move her into senior living, her daughter—her caretaker and an organizer herself—found the process overwhelming. Heirloom stepped in to carry the weight. Our team is dedicating over 120 professional hours to sort, pack, and transition Marilyn into her new home, while preparing her 4,000-square-foot property for market. Every step has been handled with the compassion and precision this season of life deserves.
Have A Referral For Us?
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.