Start unblocking your listings. Includes your free tracking dashboard.
Heritage Paralysis starts here. "Is this valuable or just old?"
Start unblocking your listings. Includes your free tracking dashboard.
Most of an estate is ordinary. A few items aren't. Families can't tell which is which, so every decision gets deferred. The artifact isn't a full house. It's a storage unit that outlasts the estate by years.
Every week the contents stay is a week the listing slips. Carrying costs compound. Items sold for $50 that were worth $5,000 reduce what the estate can absorb on the house price.
NAR Article 11 keeps you out of valuing personal property. Without a tool, the family has no way through, and the listing waits.
"Once they know what something is, the decision is theirs to make, and the rest can move."
The executor or a family member walks the house and photographs anything they're unsure about.

Each item gets a clear identification and a value range. The few items that genuinely matter surface naturally; the rest reveal themselves as ordinary.

Once they know, the decision is theirs. The court-ready inventory the attorney needs comes together as a byproduct of the triage.

The few items the family will keep. Surfaced by the triage, not hunted for.
HeirloomIQ resolves these so they stop being stalled decisions.
Routed to the right liquidation channel, such as a specialty auction, estate sale, or donation, so the estate captures real value instead of leaving it on the table.
A cleared house gets listed; a full house doesn't. HeirloomIQ collapses the contents-decision phase from months to weeks.
Give sellers, buyers, and your brokerage a defensible listing date because the contents bottleneck has a tool now, not just willpower.
HeirloomIQ is something you give the family. You brought the solution. You're not the agent waiting for them to be ready.
Items routed to auction, estate sale, or donation appropriately. The estate captures value, which gives the family flexibility on the house price.
Stop the bleed. Every month the house sits full is another month of taxes, insurance, and maintenance costs paid by the estate.
Your Heritage Triage Dashboard is free. You get email updates as your clients make progress. The estate pays for the Probate Pass as an administrative expense.
A completed HeirloomIQ triage makes your entire vendor network run smoother.
Probate filed / PR appointed
Agent engaged for property listing
HeirloomIQ: Heritage triage and inventory (2–3 weeks)
Items distributed / donated / liquidated
Estate sale company or cleanout crew
Property staged and listed
Heritage Triage Dashboard (free for agents)
Get email notifications when your client starts their triage, when they're reaching "Clearance Readiness," and when they export their court documents. Check the dashboard anytime to see where all your referred estates stand. You never see item details, just status.
| Without HeirloomIQ | With HeirloomIQ |
|---|---|
| Family stalls on the ambiguous middle | Each item identified and valued, making decisions theirs |
| 6–12 month listing delay | 2–3 week triage turnaround |
| Items sold for $50 that were worth $5,000 | Items routed to the right channel for real estate value |
| Out-of-state PRs need multiple trips | Remote digital triage from anywhere |
Timestamped photos and complete audit logs. Documentation you can stand behind.
Formats designed for what attorneys and courts accept. No reformatting required.
Encrypted at rest and in transit. Never sold. You control who sees what.
Your heritage triage dashboard is always free.
Free
Your Heritage Triage Dashboard, always free
Email notifications at key milestones
Dashboard to see clearance readiness status
Privacy-first: triage status only, never item details
Referral link to share with executor clients
Co-branded materials for your office
$499
Probate Pass, paid by the estate
Up to 200 item identifications
Court-ready documentation (as a byproduct)
6 months of access
Billed as an estate administrative expense
The executor interface is designed for non-technical users. Photo upload and guided prompts. No expertise needed.
They keep it. HeirloomIQ gives them information, not instructions. The point is to give them the confidence to decide, not to decide for them.
HeirloomIQ generates fair market value estimates with clear disclaimers. The court-ready inventory is a byproduct of the triage process, designed to meet probate requirements while unblocking the listing.