Clear the House Faster. List the Property Sooner.
Your probate listings are frozen while executors sort through a house full of unknowns. HeirloomIQ eliminates the inventory bottleneck, so you get to market in weeks, not months.
Start unblocking your listings. Includes your free tracking dashboard.
Time to Market
Without HeirloomIQ
6–12 months
inventory bottleneck delay
With HeirloomIQ
2–3 weeks
inventory turnaround
Start unblocking your listings. Includes your free tracking dashboard.
You Know the Drill
The Wait.
You secure a probate listing, then wait 6–12 months while the executor sorts through the house. No listing, no commission, no momentum.
The Carrying Costs.
Every month the property sits unlisted, the estate bleeds money: property taxes, utilities, insurance, maintenance, potential depreciation.
The Family Disputes.
You can't price heirlooms or sort personal property without crossing ethical lines (NAR Code of Ethics, Article 11). But without resolution, the house stays full.
Give Your Clients the Tool That Unblocks Your Listing
Other tools manage tasks and finances. HeirloomIQ is the only solution that answers "what is this thing?" first, identifying items before anyone can value, distribute, or liquidate them.
"The property is listing-ready in weeks instead of months."
How It Works
Executor Photographs Items
Your client (or their helper) walks the house and photographs items with their phone.
AI Identifies and Values
HeirloomIQ instantly identifies each item (type, era, maker, estimated value) and flags items requiring formal appraisal based on IRS rules, state probate requirements, and possible value.
Court-Ready Inventory Generated
The platform exports a probate-compliant inventory document. Executor files it, distributes items, clears the house.
Why Probate Agents Recommend HeirloomIQ
Accelerate Commission Velocity
Properties reach market months earlier when the inventory bottleneck is removed.
Eliminate "Call Me in Six Months."
Hand your client an immediate solution instead of waiting for them to self-organize.
Stay Out of Family Disputes
Recommending a third-party tool keeps you neutral on personal property, exactly where your license says you should be.
Serve Out-of-State Executors
Remote PRs get a digital inventory with photos, so they can make disposition decisions without multiple trips.
Save the Estate Money
At $499 per estate (paid by the estate, not you) vs. $245/hr for USPAP appraisers, HeirloomIQ protects estate capital while satisfying probate requirements.
Zero Cost to You
Your Referral Dashboard is free. You get email updates as your clients make progress. The estate pays for the Probate Pass as an administrative expense.
Slots Right Into Your Vendor Network
A completed HeirloomIQ inventory makes your entire vendor network run smoother.
Probate filed / PR appointed
Agent engaged for property listing
HeirloomIQ: Inventory and identification (2–3 weeks)
Items distributed / donated / liquidated
Estate sale company or cleanout crew
Property staged and listed
Referral Dashboard (free for agents)
Get email notifications when your client starts their inventory, when it looks like they're wrapping up, 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.
The Math Works
| Without HeirloomIQ | With HeirloomIQ |
|---|---|
| 6–12 month listing delay | 2–3 week inventory turnaround |
| $245/hr USPAP appraiser for every item | $499 flat for the entire estate |
| Executor overwhelmed, no progress | Executor has a clear, guided process |
| Multiple trips for out-of-state PRs | Remote digital inventory access |
Fiduciary-grade documentation.
Defensible
Timestamped photos and complete audit logs. Documentation you can stand behind.
Court-Ready
Formats designed for what attorneys and courts accept. No reformatting required.
Private
Encrypted at rest and in transit. Never sold. You control who sees what.
Free for Agents. The Estate Pays.
Your referral dashboard is always free. The Probate Pass is paid by the estate as an administrative expense.
Free
Your Referral Dashboard, always
Email notifications at key milestones
Dashboard to see status of all referred estates
Privacy-first: progress 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
6 months of access
Billed as an estate administrative expense
Common Questions
The executor interface is designed for non-technical users. Photo upload and guided prompts. No expertise needed.
The platform flags uncertain identifications and recommends professional appraisal for ambiguous items.
HeirloomIQ generates fair market value estimates with clear disclaimers. It flags items that legally require formal appraisal based on IRS thresholds, state probate rules, and possible value, so executors know exactly when to bring in a professional.