Your attorney handles the will. We handle everything else.
The accounts, the passwords, the wishes: the practical layer no one else owns.
Heirloom is a concierge service for the things that fall between your attorney and accountant and you: the forgotten accounts, documents, passwords, wishes, and conversations that steal your time when it matters most.
15 minutes. No pitch, no pressure — just a conversation about your family's situation.
The cost of not knowing
Being unprepared has a price. It's paid in time, money, and hard moments.
570 hours
what the average family spends handling a loved one's affairs: phone calls, paper forms, and searching for what was never written down.
Organized families spend a fraction of that.
Source: EstateExec
$70 billion
in unclaimed accounts and property, because families never knew it existed.
A complete inventory means nothing gets left behind.
Source: NAUPA
31%
of American families have an estate plan in place. Most haven't started because the conversation feels too hard.
We help you get started without judgement.
Source: 2026 Trust & Will report
Legal documents like a will are great tools, but it's not enough. Your family also needs to know where the accounts are, what the passwords unlock, and what your parents actually want. Get that layer organized, and you get your time and money back — and the ability to be present when it matters.
What we do
From scattered to organized, in three steps.
Get the full picture
A structured intake across documents, accounts, property, digital life, and wishes. The whole map, in one place that you control.
Fill the gaps together
A working session that surfaces what the paperwork misses: the storage unit, the gardener, airline miles, the retirement account from an old job you forgot about.
Walk away with a plan
Build a shared Family Estate Inventory, a directive status check, and a plain-language guide for the conversation with your parents.
In one engagement, we caught an asset titling error after the estate plan was signed. The catch saved the family an estimated $80,000 to $100,000. The paperwork existed. The follow-through didn't. That's the part we help you with.
Who it's for
Wherever your family is right now.
For Families
For the one your family counts on to have this handled.
Learn more →For Planners
For organizing your own affairs, so your family isn't left guessing.
Learn more →For Executors
For practical help after a loved one dies, one step at a time.
Learn more →For Professionals
For trust & estate attorneys, CPAs, and advisors whose clients arrive unprepared.
Learn more →
Why Heirloom
Our mission is simple: give families their time back.
Sheera Gendzel founded Heirloom after settling her aunt's estate and discovering how much detective work was involved. Her 15+ year career building strategic partnerships at tech companies like Square, Uber, and Yelp taught her how to run complex projects. Now she runs them for families like yours.
How prepared is your family, really?
See exactly where the gaps are. No sign-up necessary.
Take the family preparedness quizStarting is the hard part. You just did.
One call is all it takes to know where your family stands and get your time back when it matters.
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