---
title: Heirloom Reviews
meta_title: 'Heirloom Reviews 2026: Details, Pricing, & Features | G2'
meta_description: Filter reviews by the users' company size, role or industry to find
  out how Heirloom works for a business like yours.
date_modified: '2026-09-22'
parent_category:
  name: Financial Services
  url: https://www.g2.com/categories/financial-services
---


# Heirloom Reviews
**Vendor:** Heirloom Innovations  
**Category:** [Other Finance Software](https://www.g2.com/categories/other-finance)
## About Heirloom
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.






- [View Heirloom pricing details and edition comparison](https://www.g2.com/products/heirloom-innovations-heirloom/reviews?section=pricing&secure%5Bexpires_at%5D=2026-10-01+07%3A42%3A23+-0500&secure%5Bsession_id%5D=e8968fd0-f25e-4111-932c-919379cee184&secure%5Btoken%5D=7370165c210a7a094e6831629c7b0c00248595292519b71eee68e95eabc7692f&format=llm_user)

## Heirloom Features
**Additional Functionality**
- Asset Accounting
- Activity Dashboard
- Electronic Payments
- Third-Party Integrations
- Case Management
- Client Portal
- Accounting
- AI Copilot
- Receipt Management
- Task Management
- Bank Reconciliation
- Real-Time Data
- Billing Rate Management
- Fee Calculation & Posting
- Reminders
- Compliance Management
- Cross Ledger Posting
- Customizable Fields
- Workflow Management
- Accrual Accounting
- API
- Data Import/Export
- Customer Statements
- Time & Expense Tracking
- Tax Management
- Real-Time Reporting
- Check Writing
- Reporting & Statistics
- Calendar Management
- Secure Data Storage
- Customizable Reports
- Billing & Invoicing
- Trust Accounting
- Invoice Management
- Document Management
- Contact Management
- Generative AI
- General Ledger

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