For CPRES / SRES Probate Real Estate Agents

Your Listing Is Stuck on the Stuff.

Probate listings stall because families can't tell what's heritage from what's just stuff. HeirloomIQ resolves the ambiguity so they can let go without second-guessing, and your listing moves.

Start unblocking your listings. Includes your free tracking dashboard.

What's actually blocking your listing
Heirlooms
Heritage items they want to keep.
The Ambiguous Middle

Heritage Paralysis starts here. "Is this valuable or just old?"

THE BLOCKER
Storage Items
Ordinary items that just need to move.

Start unblocking your listings. Includes your free tracking dashboard.

Ambiguity makes grief harder

The Ambiguous Middle.

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.

The Cost of "Later."

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.

You Can't Push Them.

NAR Article 11 keeps you out of valuing personal property. Without a tool, the family has no way through, and the listing waits.

The Triage Tool You Hand the Family

Other tools manage tasks and finances. HeirloomIQ is the only solution that answers "what is this thing?" first. It identifies items so they can decide on distributing, donating, or selling.

"Once they know what something is, the decision is theirs to make, and the rest can move."

How It Works

1
Family photographs items

The executor or a family member walks the house and photographs anything they're unsure about.

Hand holding phone taking photo of an estate item
2
HeirloomIQ identifies and values

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

AI interface showing item identification details and estimated value
3
The family decides; the inventory builds itself

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

Tablet displaying a court-ready probate inventory PDF
See the inventory the triage produces

Find the Few That Matter. Move the Rest.

Heritage
Heirlooms

The few items the family will keep. Surfaced by the triage, not hunted for.

Where listings stall
The Ambiguous Middle

HeirloomIQ resolves these so they stop being stalled decisions.

Ordinary
Storage Items

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.

Why Probate Agents Recommend HeirloomIQ

Listing Velocity

A cleared house gets listed; a full house doesn't. HeirloomIQ collapses the contents-decision phase from months to weeks.

Predictable Timelines

Give sellers, buyers, and your brokerage a defensible listing date because the contents bottleneck has a tool now, not just willpower.

You're the Guide, Not the Pusher

HeirloomIQ is something you give the family. You brought the solution. You're not the agent waiting for them to be ready.

Better Net to Estate

Items routed to auction, estate sale, or donation appropriately. The estate captures value, which gives the family flexibility on the house price.

Carrying Cost Reduction

Stop the bleed. Every month the house sits full is another month of taxes, insurance, and maintenance costs paid by the estate.

Free for Agents

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.

Slots Right Into Your Vendor Network

A completed HeirloomIQ triage makes your entire vendor network run smoother.

1

Probate filed / PR appointed

2

Agent engaged for property listing

3

HeirloomIQ: Heritage triage and inventory (2–3 weeks)

4

Items distributed / donated / liquidated

5

Estate sale company or cleanout crew

6

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.

The Math Works

Without HeirloomIQWith HeirloomIQ
Family stalls on the ambiguous middleEach item identified and valued, making decisions theirs
6–12 month listing delay2–3 week triage turnaround
Items sold for $50 that were worth $5,000Items routed to the right channel for real estate value
Out-of-state PRs need multiple tripsRemote digital triage from anywhere

Fiduciary-grade documentation.

Audit trail icon
Defensible

Timestamped photos and complete audit logs. Documentation you can stand behind.

Estate attorney icon
Court-Ready

Formats designed for what attorneys and courts accept. No reformatting required.

Data protection icon
Private

Encrypted at rest and in transit. Never sold. You control who sees what.

Free for Agents. The Estate Pays.

Your heritage triage dashboard is always free.

For You

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

For Your Clients

$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

Start Unblocking Your Listings

Common Questions

Those tools manage tasks and finances. They don't tell the family what they have. The ambiguity is the bottleneck, and identification is what resolves it. Other tools assume the executor already knows what their tangible personal property is. We're the only solution that starts with identification.

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.

Give Them the Tool That Lets Them Let Go.

Every month a probate property sits unlisted costs the estate money and delays your commission. The bottleneck isn't the family. It's the ambiguity. Hand them the tool that resolves it.
See How It Works