Why work with Heirloom?
Heirloom is a trusted partner for professionals supporting clients through life transitions.
We step in where details, timing, and emotions intersect,
helping reduce burden for both you and your clients.
We protect your client relationships
We operate as an extension of your practice, not a replacement. Heirloom works collaboratively, communicates clearly, and honors the trust you have built with your clients.
We are reliable from start to finish
From initial consultation through resolution, we prioritize transparency, follow-through, and timelines to ensure nothing falls through the cracks.
We make your job easier
Our team handles real estate and transition logistics with clarity, responsiveness, and care. You can stay focused on your core expertise while knowing your client is well supported.
We understand sensitive moments
Our work often occurs during periods of grief, uncertainty, or major change. We bring professionalism, discretion, and empathy to every engagement.
We add real value $
By managing property-related complexities and transitions, Heirloom helps preserve value, reduce stress, and create smoother outcomes for everyone involved.
Heirloom consulting partners with estate planning attorneys , probate attorneys, fiduciaries, and advisors when situation's of uncertainty , administrative burden, or real estate complexity.
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when to refer a matter
Heirloom consulting partners with estate planning attorneys , probate attorneys, fiduciaries, and advisors when situation's of uncertainty , administrative burden, or real estate complexity.
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WHAT we do
Provide structure and sequencing for trustee responsibilities
Coordinate professionals and vendors
Support estate and trust real estate execution
Prepare clear documentation and timelines
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our referral reflects your standards. When you refer to Heirloom, you can be confident your client will receive thoughtful guidance, consistent communication, and results aligned with their best interests.
Let’s Work Together
Get in touch so we can start working together.
