Orbit + Heirloom: A New Era for Agents Who Want to Lead in Inherited Property
The real estate landscape is shifting — and not just in market trends or interest rates. Over the next two decades, an estimated $84 trillion in wealth will pass from one generation to the next in the United States alone. For many families, that wealth won’t come in the form of cash. It will come in the form of a house.
That’s why today’s most forward-thinking agents aren’t just chasing traditional listings — they’re preparing for the largest transfer of property in modern history.
And now, there’s a platform built for exactly that.
Why We’re Joining Forces
Orbit was created for agents who wanted to leverage content, relationship-driven funnels, and a high-tech and high-touch approach to client acquisition. It gave agents a way to stand out in a market oversaturated with “buy leads” strategies, replacing cold prospecting with connection-driven marketing.
Heirloom was founded with a different but complementary mission: to help agents lead sensitive, high-stakes transactions in the inherited property space. We’ve spent years developing systems, marketing tools, and emotional-intelligence-driven strategies to help agents serve families through the unique challenges of estate transitions.
By merging, we’re bringing the best of both worlds together:
Orbit’s proven funnel systems and automation capabilities.
Heirloom’s specialization in inherited property and estate transition marketing.
A shared philosophy of scaling strategically without sacrificing personal well-being.
The result? A platform that doesn’t just give you the tools… it gives you the niche, the authority, and the long-term growth plan.
Why This Matters for the Industry
The real estate industry has long been focused on transactions — speed, volume, and immediate wins. But inherited property sales aren’t like other transactions. They’re personal, complex, and often tied to emotional and legal challenges that require more than just market knowledge.
When a family loses a loved one or transitions a parent into care, they’re not just selling a property. They’re navigating probate, family dynamics, and deeply personal memories. The agents who know how to handle these moments with both competence and compassion are the ones who earn trust — and with it, a steady stream of referrals.
By merging Orbit’s scalable, tech-forward systems with Heirloom’s specialization in estate transitions, we’re giving agents a competitive advantage in one of the most resilient and overlooked niches in real estate.
This isn’t just about better marketing. It’s about setting a new standard for how real estate is done when the stakes are highest.
The Tools to Lead With Confidence
As part of Heirloom, Orbit agents will now step into a more powerful ecosystem of tools, training, and connections—purpose-built for inherited property transactions.
Rolodex — formerly known as Orbit, our agent connection tool gets a new name and an expanded vision. Just like the classic desk Rolodex kept your most valuable contacts at your fingertips, Rolodex organizes and strengthens your referral relationships. It’s your central hub for tracking, nurturing, and deepening connections with estate attorneys, fiduciaries, and other key partners.
Dispatch — our done-for-you monthly marketing toolkit, complete with email templates, social posts, flyers, and conversation starters. All designed to keep you top-of-mind with referral partners so the next opportunity always comes your way.
Inheritance Mastery (launching soon) — a comprehensive program equipping agents with the legal, emotional, and marketing skills to handle inherited property transactions with confidence... plus the Certified Inherited Property Expert (CIPE) designation upon completion.
Enhanced funnel systems and automations — nurture relationships from first touch through long-term follow-up, without burning out or wasting resources on cold leads that go nowhere.
And now, you’ll have full access to the Heirloom platform—our all-in-one hub that integrates your tools, training, and resources in one place. Everything is designed to help you own your market, elevate your credibility, and grow sustainably.
The Impact We’re Striving to Create
Our vision isn’t small. We want to create a new category in real estate… one where agents are known not just for their sales numbers, but for the depth of trust and service they provide.
We believe that agents who specialize in inherited property will be the ones who:
Build stronger, longer-lasting businesses based on repeat and referral clients.
Navigate market shifts more easily because they serve a need that exists in any economy.
Leave a meaningful mark on the communities they serve.
And with $84 trillion in wealth set to transfer in the next 20 years — much of it in the form of real estate — the agents who prepare now will be the ones who lead.
What’s Next for You
If you’re already part of Orbit, keep an eye on your dashboard for new tools, updates, and early access opportunities. Nothing changes about your current setup — but everything is about to expand.
If you’re new to us, this is your invitation to see what it’s like to combine high-tech systems with a high-touch niche. Whether you want to start with done-for-you marketing or go all-in on mastering the inherited property space, there’s a place for you here.
Get a glimpse of the future we’re building together.
