Heirloom

If you've inherited a property and everyone's looking to you, start here:

This workbook will guide you through the process without fighting, compromising your loved one's legacy or giving away the house.

I'd rather talk to someone.

Hi, I'm Alexa!

When my dad died, my family spent two and a half years in probate.

I had been in real estate since 2013, but inherited property felt different when it was my family, my grief, and my responsibility.

There was the legal process, the house, the belongings, the family questions, and the constant feeling that someone should know what to do next.

I built Heirloom because it is the company I wish my family had.

This workbook is where I would have wanted to start.

WHAT'S INSIDE

What's In The Workbook

A practical guide for the heir who needs to know what to do first, what can wait, and what decisions are coming next.

  • The first thing to do before anyone touches the house so your family does not turn grief into a cleanout plan too soon

  • The family-conflict chart that shows what is really happening when siblings fight, freeze, go silent, or argue over objects

  • The “Who Gets What” worksheet that helps your family make decisions about belongings before the group text turns into a fight

  • The keep, rent, sell, or seller-finance breakdown so you can compare your options before one person rushes the decision

  • The 10 mistakes heirs make with inherited property including the one that can cost families equity before the house ever hits the market

REAL FAMILIES

Case Studies

Virtual renovation sold for $1.3M to a cash buyer in 11 days

Isaac inherited his late brother’s mid renovation condo, emotionally and logistically overwhelmed by the belongings and unfinished work. Our team stepped in to respectfully manage the cleanout, reimagine the space with virtual renovations, and navigate the sale preserving both Isaac’s peace of mind and his financial equity.

Out of state heirs cleaned out and sold their father's home for $450k

Mike and Noah inherited a family home filled with repairs, belongings, and pressure from looming HOA deadlines. Our team stepped in to manage the cleanout, prioritize urgent fixes, and guide the sale — protecting the estate’s value while easing their burden.

This is your family's legacy.

For most families, property equity makes up nearly half of your family’s net worth. This workbook will help you protect it.

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