The Property’s Been Inherited. Now What?

You manage the numbers. We manage the real estate.


Heirloom is your trusted partner for inherited property transitions — so your clients get clarity, and you stay focused on strategy.

Don’t Let the House Derail the Plan

No more…


  • Waiting on family decisions to finalize tax planning

  • Tracking down appraisals or comps for step-up in basis

  • Referring agents who don’t understand probate or capital gains

  • Watching potential 1031 opportunities slip away due to disorganized property timelines

We Support Your Strategy — Not Compete With It

Whether you’re…


  • Structuring a 1031 exchange

  • Managing capital gains outcomes

  • Coordinating stepped-up basis calculations

  • Handling trust accounting or year-end estate filings


…we handle the real estate side so you can keep the financials clean.

What We Handle for Your Clients

  • Appraisal coordination (incl. Date of Death)

  • 1031 identification timelines

  • Property repair + prep

  • Vendor estimates for basis calculations

  • Sale + settlement tracking

  • Out-of-state coordination (no client travel required)

  • Conflict mediation between heirs

Why CPAs Partner With Heirloom

  • We protect your plan — not pitch around it

  • Clients trust us (and by extension, you)

  • One contact for everything property-related

  • No generic agent handoffs — we’re built for estate transitions

  • You stay in the loop, not stuck in the weeds

Get the CPA Toolkit

Want to show clients you’ve got every angle covered?

Download the CPA Toolkit to get:


  • Step-up basis checklist

  • Property readiness roadmap

  • 1031 brief with real estate partner alignment

  • Client-facing “What To Do With the House” guide

Refer a Client (Takes 30 Seconds)

No pressure. No chaos. Just clarity.

We’ll carry it from here — and keep you posted every step of the way.

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