Inherited Real Estate Is More Than a Transaction

Your clients turn to you for legacy decisions.

We’re the partner that protects that trust when real estate enters the conversation.

Heirloom supports grieving families, legacy transitions, and complex property scenarios — so you stay focused on portfolio strategy while we manage the tangible asset with care and clarity.

Market Research + Reports

Explore:

  • The State of Inherited Property in South Florida

  • Why Out-of-State Heirs Sell Faster

  • Trends in Probate, Reverse Mortgages & Financial Distress

  • Faith-Based Decision-Making & Generational Wealth

Access available when you join the Sacred Work newsletter below.

When Real Estate Derails the Wealth Plan

You’ve seen it happen…

  • A trust derailed because of property conflicts

  • A grieving heir delays decisions, tying up liquidity

  • An opportunity for a tax-efficient sale… missed

  • A traditional agent who treats it like “just another listing”

Heirloom closes the gap.

We’re built to carry the property — so you can preserve the plan.

We’re Not Realtors. We’re Legacy Partners

Whether you’re:

  • Building out a retirement income strategy

  • Coordinating estate liquidity

  • Managing trust-held assets

  • Navigating multi-heir dynamics

  • Protecting stepped-up basis for long-term planning

…we handle the real estate without undermining your strategy or client relationship.

What We Handle for Your Clients

  • Property walkthrough + valuation guidance

  • Legacy-centered family consults

  • Vendor coordination + repair estimates

  • Cleanouts + estate sale logistics

  • Out-of-state support (heirs never have to travel)

  • Listing, marketing, and sale — with regular reporting to you

  • Coordination with legal + tax professionals to stay aligned

Why Advisors Partner With Heirloom

  • We work with your plan, not around it

  • Zero brand confusion — we stay behind the scenes or beside you

  • One trusted contact to manage every property decision

  • We create peace of mind for families in complex transitions

  • We reflect well on your reputation — and preserve your plan’s momentum

Get the Financial Transition Toolkit

Heirloom Property Readiness Checklist Family Legacy Conversation Prompts “What To Do With the House” Client Guide Co-branded referral templates

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We’ll step in with reverence and coordination — and you’ll stay in the loop the entire time.


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