What Heirloom does

Heirloom is a digital estate settlement platform headquartered in Austin, Texas, operating as Heirloom Innovations PBC. The company offers a three-tier product portfolio: an Asset Discovery module that automates searches across 120+ billion records from 6,000+ data sources to identify a decedent's owned and owed assets; an Executor Toolkit providing a personalized, ~1,500-step settlement roadmap with document management, work logs, and a beneficiary communication portal; and a Managed Service white-glove offering in which Heirloom estate specialists execute administrative tasks on behalf of executors at approximately 1% of gross estate value versus the 3–5% typical of professional executors. Core technology is an AI-assisted platform that processes uploaded wills, trusts, and financial statements using OpenAI and Google Gemini, supplemented by automated email and bank-statement discovery tools that surface financial accounts and obligations.

The company's go-to-market is sales-led, with 'Schedule a demo' CTAs routing prospects to a HubSpot booking flow owned by the CEO. Distribution runs through two parallel motions: a direct enterprise sales motion targeting Trust & Estate firms, estate attorneys, professional fiduciaries, and financial advisors (with the platform positioned as a revenue-generating service line that firms mark up and bill to estates), and a self-serve web channel for individual executors. The company claims to have helped thousands of families uncover millions in assets and shows customer logos including USPL, AllLT, Good Grief, and Executor Support. Asset discovery data is sourced through integrations with LexisNexis (RELX Inc.), Tracers (Enformion), and Transunion; financial institutions and professional service providers form an additional referral layer.

Heirloom is privately held, bootstrapped, and founder-controlled by CEO Davis Wilkinson (formerly of DataFleets, acquired for $100M+ in 2022), CTO Brady Miller, and CCO Micaela Wright. The platform is delivered as a web application restricted to individuals located in the United States, with end-to-end encryption and a SOC 2 Type 2 audit currently in progress. The company was incorporated as Heirloom Innovations Inc. and later reorganized as a Public Benefit Corporation, signaling a mission-aligned governance stance on serving grieving families.

Name

Heirloom

Legal name

Heirloom Innovations PBC

Website

https://heirloom.care

Company type

Private

Founded year

2025

Operating status

Operating

Headcount range

1–10 employees

Short description

Heirloom is an Austin-based digital estate settlement platform that automates asset discovery across 120+ billion records and provides a step-by-step executor toolkit plus an optional white-glove managed service priced at ~1% of estate value, primarily serving T&E firms, estate attorneys, professional fiduciaries, and individual executors in the United States.

Ownership category

akta.pro rank

Product category

Estate Settlement Software

NAICS

Title Abstract and Settlement Offices (541191), Trusts, Estates, and Agency Accounts (52592)

SIC

Title Insurance (6361)

akta.pro primary industry

Estate Inventorying, Cataloging & Documentation (HSAFAFAF)

akta.pro secondary industries

Estate Planning, Trust Structuring & Governance (FSAAADAF), Private Wealth Planning (Tax, Estate & Succession) (FSAAABAE)

Keywords

• Estate settlement software
• Probate administration
• Asset discovery platform
• Executor support tools
• Trust and estate technology

Headquarters

HQ city

Austin

HQ country

United States

HQ region

North America

Offices2 records

Markets served

GTM type

B2B

Offering type

Software

Cost components

Technology or R&D, Data acquisition / Supply Chain, Personnel, Marketing or Sales, Operations, Infrastructure

Revenue model

1. Self-Help Software Tiers: One-time upfront fee providing access to self-help software tiers (Asset Discovery and Executor Toolkit) for an initial term. Access beyond the initial term may require payment of additional fees.
2. Managed Service (White-Glove Concierge): Custom-priced white-glove concierge service for executors who prefer dedicated Heirloom estate specialist support. Fees based on gross estate value, flat fee, milestone-based payments, hourly rates, or a combination. Heirloom takes 1% of gross estate value vs. traditional 3-5% charged by professional executors.
3. Managed Service: Estate specialists actively perform administrative tasks on behalf of executors including document preparation, creditor outreach, beneficiary communication, and coordination of third-party service providers.

Pricing tiers

Go-to-market motion3 records

Distribution channels3 records

Marketing channels5 records

Core offering

Heirloom provides an AI-powered estate settlement platform that automates asset discovery by querying 120+ billion records across thousands of public and private sources to identify what a decedent owned and owed, including real estate, 401k, bank accounts, investments, insurance, and cryptocurrency. The platform pairs this discovery engine with a personalized step-by-step executor roadmap (~1,500 steps) and an optional white-glove managed service in which Heirloom estate specialists handle administrative tasks on behalf of executors.

Product overview

Heirloom is a digital estate settlement platform offering a modular product portfolio centered on two core self-help tiers—Asset Discovery and Executor Toolkit—plus an optional Managed Service add-on. Asset Discovery provides automated searching across 120+ billion records to uncover estate assets, while the Executor Toolkit delivers a personalized step-by-step roadmap with workflow tracking and beneficiary communication tools. The Managed Service is a white-glove add-on providing dedicated specialist support for executors who prefer hands-off administration. AI-assisted document analysis and generation underpin the platform's guidance capabilities.

Differentiator

Problem solved

Functional benefit

Products and services

• Asset Discovery Automated asset discovery platform that queries over 120 billion records across thousands of public and private sources to identify real estate, 401k, business holdings, unclaimed property, IRA accounts, pensions, bank accounts, CDs, stocks, bonds, HSA accounts, life insurance, funeral insurance, credit cards, and cryptocurrency belonging to a decedent. Includes a 20-Year Forever Search option with bi-weekly re-searches. Sold to T&E firms, estate attorneys, professional fiduciaries, and financial advisors who can resell it as a premium service line.
• Executor Toolkit Step-by-step guided estate settlement platform providing a personalized executor roadmap with 1,500 individual steps, task tracking, document storage, work log, AI-assisted document analysis, and a communication portal for beneficiaries. Targeted at individual executors as well as estate attorney and fiduciary clients.
• Managed Service White-glove concierge offering in which dedicated Heirloom estate specialists perform estate administration tasks on behalf of executors, including document preparation, creditor outreach, beneficiary communication, and coordination of third-party service providers such as attorneys, accountants, and valuation professionals. Custom-priced based on estate complexity, commonly around 1% of gross estate value versus the traditional 3-5% charged by professional executors.

Quantifiable outcome

• 80%+ reduction in executor hours
• +6 more outcomes

Named customers7 records

Segments6 records

Ideal customer profiles3 records

Technology focussed Yes

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Integration6 records

AI capability6 records

Feature6 records

Partnerships

Six partnerships are on record, tiered core and minor.

• Tracers (Enformion, LLC)coreTechnology or IntegrationData provider enabling public records and asset discovery searches. Query data and decedent information may be transmitted to perform searches across extensive record databases.
• LexisNexis (RELX Inc.)coreTechnology or IntegrationPublic record search provider helping identify estate assets through comprehensive legal and business record databases.
• Google LLC (Gemini)coreTechnology or IntegrationAI and large language model provider powering AI-assisted features of the Services. Content submitted may be transmitted via API for processing.
• OpenAI LLC (ChatGPT)coreTechnology or IntegrationAI and large language model provider powering AI-assisted features of the Services. Content submitted may be transmitted via API for processing.
• TransunioncoreTechnology or IntegrationCredit bureau partner that helps identify and verify identity information and/or assets for estate discovery purposes.
• Professional Service ReferralsminorChannel Partner/ Reseller/ DistributorReferral relationships with third-party service providers including attorneys, accountants, valuation professionals, and other service providers. Heirloom may receive compensation for referrals.

Scale indicators11 records

Recent moves6 records

Expansion highlights5 records

Broad incumbents

• LegalZoom: Broad legal document and online service platform with an estate planning product line. Compares to Heirloom as a consumer-facing, self-serve legal solutions incumbent with overlapping executor/will/estate use cases.
• iPipeline: Established insurtech/wealthtech platform serving financial institutions with estate planning, illustration, and policy administration tools. Compares as a broader enterprise incumbent with overlapping T&E and advisor workflows.

Direct peers

• Cake (joincake.com): End-of-life planning platform covering wills, funeral planning, and estate organization. Comparable as a digital, consumer-first estate administration and end-of-life planning product.
• Trust & Will: Direct competitor offering an online estate planning platform for wills, trusts, and estate settlement documents. Comparable as a digital, self-serve alternative for executors and families navigating estate administration.
• FreeWill: Online estate planning tool that enables users to draft wills and estate documents for free with a SaaS monetization layer for nonprofits and partners. Directly comparable to Heirloom's self-help estate settlement workflow.
• Snug: Online estate planning marketplace and document platform connecting users with wills, trusts, and estate settlement resources. Compares to Heirloom as a digital self-serve estate administration tool.
• Wealth.com: Estate planning platform purpose-built for financial advisors and wealth management firms. Highly comparable to Heirloom's T&E firm channel focus and enterprise SaaS model.
• Lantern: Estate settlement platform sold primarily to financial advisors and wealth management firms, similar to Heirloom's professional-channel GTM. Directly comparable on target buyer, value proposition, and pricing model.

Emerging players

• Executor.org: Specialized executor support service offering guidance, document templates, and concierge assistance for individual executors. Comparable as a consumer-facing executor support offering.
• Vanilla: Estate planning software platform for financial advisors and RIAs (now part of iPipeline). Comparable to Heirloom as a vertical SaaS targeting financial professionals with estate planning and settlement workflows.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat5 records

Key risks6 records

Key highlights7 records

Customer concentration

• Facebookfacebook.com/profile.php
• LinkedInlinkedin.com/company/heirloominnovationsinc

Compliance1 record

Revenue estimate

Valuation estimate

Number of profiles

Profiles3 records

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Heirloom