Brokerage & Investment Accounts
Taxable brokerage accounts, mutual funds, and ETFs held across one or more custodians, consolidated into a single view.
Investment Accounts
Account for Investments,
Down to Bonds and CDs
Heirloom uncovers the brokerage accounts, CDs, stocks, bonds, and HSAs a decedent held, then confirms holdings and balances straight into your estate inventory.
120B+
Public and private records cross-referenced per estate
Multiple Custodians
Holdings traced across brokerages, banks, and transfer agents
The Investment Picture
Investments Rarely Sit in One Place
A lifetime of investing scatters holdings across custodians, transfer agents, and old certificates. Heirloom cross-references billions of records to consolidate scattered positions into one inventory.
Stocks & Equity Holdings
Individual equities and direct-registered shares, including certificated stock and transfer-agent positions the family may never have seen.
Bonds & Fixed Income
Corporate and municipal bonds plus U.S. savings bonds, including paper bonds that sit forgotten in a drawer for decades.
Certificates of Deposit
CDs held across banks and credit unions, so maturing or auto-renewing deposits aren't quietly overlooked.
Health Savings Accounts
HSAs and other tax-advantaged balances that rarely land on anyone's radar during a settlement.
Dividends & Unclaimed Positions
Uncashed dividend checks and escheated brokerage remainders reported to state unclaimed property programs.
On your own, piecing together an estate’s finances feels impossible. With Heirloom’s discovery tool, you have a complete picture in minutes.
Gopi, Partner @ Ensemble
How It Works
From a Name to a More Thorough Holdings Inventory
Step 1
Enter the Basics
Your staff spends a few minutes entering the decedent's name and identifiers into a secure dashboard. No document hunting to get started.
Step 2
Watch Holdings Confirm
Investment accounts populate over the first few weeks as Heirloom verifies positions across custodians and transfer agents, so your team can value the estate with confidence.
Investment accounts are only the start. The same intake can also surface real estate, retirement plans, bank accounts, life insurance, business holdings, unclaimed property, and other liabilities, feeding one shared estate inventory.
FAQs
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