Heirloom Reviews & Product Details

Heirloom is estate settlement software for professional fiduciaries, law firms, and financial advisors — a multi-estate workspace with best-in-class asset discovery, seamless probate workflows, and intuitive client collaboration built in. Settling an estate is one of the most document-heavy, deadline-driven, and emotionally charged processes in professional services — yet most firms still manage it across spreadsheets, email threads, and disconnected tools. The result is missed assets, blown deadlines, and frustrated clients. Heirloom changes that — bringing everything a professional needs to settle estates faster, more accurately, and with greater confidence into a single, purpose-built platform.