Heirloom
Begin Your Legacy Transition Journey
It starts with a single, grounded conversation.
No pressure. No push. Just clarity.
Heirloom
Schedule Your 10-Minute Property Walkthrough With Heirloom
Be the Go-To Agent of the Great Wealth Transfer
1 in 4 homes will be inherited by 2040. Most agents miss out because families forget their name. Dispatch keeps you visible and trusted with 3 done-for-you touches to your database every month.
The biggest opportunity in real estate isn’t coming — it’s here.
Boomers own most higher-end homes, and those properties are now shifting through inheritance and senior transitions.
These listings are emotional, complex, and high-stakes — the kind that separate a general agent from a specialist.
That means higher sales prices, steady referrals, and authority that lasts.
Dispatch gives you 3 touches per month to keep you visible, trusted, and ready when they’re ready.
What You Get Every Month
The proven 3-touch system that turns visibility into authority.
Be Omnipresent with Direct Mail
Stay visible everywhere — even when they’re offline. Direct mail builds real-world visibility and subconscious familiarity, keeping your name in front of families long before the conversation turns serious.
Nurture with Email
Your consistent voice in their inbox. Each message educates, empowers, and deepens trust — positioning you as the thought leader families remember when it matters most.
Amplify Your Authority with a Blog
Turn expertise into credibility. Your blog reinforces authority, boosts SEO, and helps new families find you right when they need someone who understands the weight of legacy.
Get Dispatch in Your Inbox Every Month.
$30/month. Cancel anytime.
Coming Soon...
A new kind of real estate experience — for the heir who’s overwhelmed, the sibling group chat that’s stalling, and the families trying to grieve and decide at the same time
Please choose a time that works for you on the calendar. We’d be honored to walk beside you — and help you take the next step with care, not chaos.
You’ve shared your story. You’ve taken the first step.
Now, it’s time to gently move forward… with care, clarity, and a plan that honors your loved one’s legacy.
At this stage, we begin your customized 10-minute walkthrough, guided by our Estate Transition Framework™ — a 3-phase process designed to carry your family from overwhelm to resolution, from grief to peace.
Stewardship is the new success.
And legacy is more than wealth — it’s the story we leave behind.
Heirloom
Where inherited property meets dignity, logistics, and legacy. We don’t just sell houses. We steward stories, memories, and what comes after.
At Heirloom…
…we exist for the moment no one feels ready for — when a loved one passes, and a property is left behind.
Most families don’t need another real estate agent.
They need someone who can hold the weight of grief and guide them with clarity.
Someone who understands probate delays and family dynamics. Someone who can coordinate cleanouts with care — and keep the process moving without rushing the heart.
That’s why Heirloom was created.
To provide a sacred, structured alternative to the traditional real estate path — one that’s emotionally intelligent, logistically precise, and deeply human.
What Happens During the Walkthrough?
This isn’t a sales tour. It’s a moment of alignment.
We’ll meet you at the property (or virtually, if needed) and walk the space together… not just to assess the physical home, but to understand your family’s needs, priorities, and emotions.
From there, we begin mapping out your Estate Transition Plan, grounded in three core stages:
The Heirloom Estate Transition Framework™
Closure
We begin with reverence. Emotional grounding, cleanout planning, and our signature Heirloom Party — to honor what was, before making space for what’s next.
Clarity
We assess the home, outline your options, and build a timeline that works for your family — whether you're selling as-is, updating virtually, or exploring creative strategies.
Completion
Once aligned, we execute — handling every step from vendor coordination to listing, negotiations, and closing. And we do it all with respect, transparency, and care.
It's time to break through the noise.
Most real estate marketing just blends in.
Everyone's talking about inventory, rates, and open houses — not the things people actually feel.
Dispatch is something different entirely.
It opens the conversations most families are too anxious to start — about loss, legacy, and what to do next - but are desperate for.
Generic AI content, drip campaigns, and plug-and-play newsletters can’t build trust where emotion lives. You can.
Dispatch simply helps you do it — consistently, compassionately, and at scale.
Start saying what really needs to be said.
Frequently Asked Questions
What if I already send a newsletter?
That’s great... Dispatch isn’t here to replace your voice. It’s here to strengthen it,
give you fresh material, and help you go deeper in a niche that matters.
How do I send the content?
We offer a guide with best practices to ensure you're successful with Dispatch but we recommend sending the email through your CRM and publishing the blog on your website. We offer recommendations for publishing companies to send out your mailers.
Do I need to be focused on estate listings?
Not exclusively. But if you’ve ever helped a family sell a parent’s home...
or want to... Dispatch helps you speak to that moment with care and confidence.
Can I customize what I receive?
Yes. Each piece is designed to be brand-aligned, and we’ll give you ways
to personalize if you choose... or just hit send.
What if I’m new to this niche?
Even better. Dispatch helps you build credibility early, so you’re already known
for inherited property before the referrals start flowing.
What if I don’t have a big database yet?
You don’t need thousands of contacts. You just need to stay visible with the right ones...
consistently. Dispatch helps you build a meaningful presence no matter your list size.
I’m short on time. Will this add more to my plate?
No... it’s designed to take things off your plate. Everything arrives ready-to-send,
so you’re not stuck writing, editing, or second-guessing.
What if I’m not tech-savvy?
No fancy tools required. Just copy, paste, and send through whatever email system or CRM you already use.
What if I decide I don't want Dispatch anymore?
No problem at all. You can cancel your Dispatch subscription anytime — no penalties, no hassle. We’ll keep your access active through the end of your current billing period, and you can rejoin whenever you’re ready.
© 2025. Heirloom. All Rights Reserved.
What This Journey Makes Possible
We know what it feels like at the beginning… the overwhelm, the paperwork, the emotions tucked into every corner of the home.
But here's what we’ve seen on the other side of this process, time and time again:
• The house is cleared but the memories are preserved.
• The family feels lighter because the decisions were made with care.
• Siblings reconnect not through conflict, but through closure.
• The property sells and every step was handled with dignity.
• What felt like “too much” at the start… now feels complete.
This is a transition… from weight to relief, from chaos to clarity, from holding on to letting go.
And you don’t have to carry it alone.
At Heirloom…
…we exist for the moment no one feels ready for — when a loved one passes, and a property is left behind.
Most families don’t need another real estate agent.
They need someone who can hold the weight of grief and guide them with clarity.
Someone who understands probate delays and family dynamics. Someone who can coordinate cleanouts with care — and keep the process moving without rushing the heart.
That’s why Heirloom was created.
To provide a sacred, structured alternative to the traditional real estate path — one that’s emotionally intelligent, logistically precise, and deeply human.
What We Bring:
A dedicated Estate Transition Framework™ designed for inherited property
Certified Probate & Legacy Transition Expertise
Guild-Level Luxury Marketing credentials
Decades of combined experience in real estate, cleanouts, and coordination
A steady hand — so you can breathe, rest, and feel held through every step
Heirloom isn’t here to sell. We’re here to carry the transition with you.
Real Stories From the Families We've Helped
ISAAC
A mid-renovation legacy, carried with care.
When Isaac inherited his late brother’s luxury condo, it wasn’t market-ready. The property was mid-renovation, filled with his brother’s belongings, and layered with memories too heavy to sort alone.
After over a year of trying to maintain it, Isaac knew he needed support… not just with logistics, but with legacy.
What We Did:
Assembled a dedicated concierge team to manage every detail
Coordinated donation, sale, and respectful cleanout of personal items
Used virtual renovation visuals to showcase the condo’s full potential
Strategically prepared and marketed the property in a shifting buyer’s market
Negotiated buyer credits down from $130K to $56K, preserving Isaac’s equity and peace of mind
Lesson:
When a home holds both memories and unfinished plans, families need more than a real estate agent — they need a trusted guide. With the right stewardship, it’s possible to honor the story and protect the future, even in the most complex transitions.
MIKE & NOAH
A heavy home. A lighter path forward.
When Mike and Noah inherited their family’s property, it wasn’t just the memories they had to manage… it was a home in need of serious attention.
The roof. The piping. The pool heater.
The house was filled with belongings and weighed down by repair needs… all while a ticking HOA timeline loomed in the background.
What We Did:
Guided a full-service cleanout, cataloging, and preparation process
Partnered with trusted vendors to assess and prioritize critical repairs
Coordinated professional cleaning and photography to show the home’s full potential
Negotiated significant buyer repair credits — protecting the estate’s value
Expedited HOA approvals to avoid costly closing delays
Lesson:
When families inherit more than they bargained for, the right stewardship makes all the difference.
With strategy, reverence, and clarity — we help families move from overwhelmed to onward, without carrying the chaos.
MIGUEL
A caregiving crisis no one saw coming.
Miguel’s mother, who had dementia, was left alone for two days after his father passed unexpectedly.
What We Did:
Emergency cleanout + care placement
Assisted living coordination
As-is sale with full respect to the family’s needs
Lesson:
When health is fragile, time matters. We help families act quickly and gently.
ERIKA
Three losses. One house. No energy to start.
Erika inherited the family home after losing both parents and a sister in 18 months. She felt frozen.
What We Did:
Cleanout + heirloom cataloging
Virtual renovation to boost market value
Managed a low-lift, high-value sale
Lesson:
Grief needs space. So we carry the process while families catch their breath.
LAURA
Estranged siblings. Zero communication.
After 20 years of silence, Laura and her siblings inherited a reverse-mortgaged home on the brink of foreclosure.
What We Did:
Served as a neutral third party
Facilitated calm, aligned decision-making
Protected the property and led a smooth sale
Lesson:
When health is fragile, time matters. We help families act quickly and gently.
XONJENISE
Probate delays. Squatters. $1,000s in damage.
While the estate sat in probate, an investment property was broken into and severely damaged.
What We Did:
Secured and cleaned the home
Guided through a sensitive as-is sale
Protected her time, peace, and equity
Lesson:
Vacant homes need fast action. We help prevent small issues from becoming big ones.
Real Stories From the Families We've Helped
ISAAC
A mid-renovation legacy, carried with care.
When Isaac inherited his late brother’s luxury condo, it wasn’t market-ready. The property was mid-renovation, filled with his brother’s belongings, and layered with memories too heavy to sort alone.
After over a year of trying to maintain it, Isaac knew he needed support… not just with logistics, but with legacy.
What We Did:
• Assembled a dedicated concierge team to manage every detail
• Coordinated donation, sale, and respectful cleanout of personal items
• Used virtual renovation visuals to showcase the condo’s full potential
• Strategically prepared and marketed the property in a shifting buyer’s market
• Negotiated buyer credits down from $130K to $56K, preserving Isaac’s equity and peace of mind
Lesson:
When a home holds both memories and unfinished plans, families need more than a real estate agent — they need a trusted guide. With the right stewardship, it’s possible to honor the story and protect the future, even in the most complex transitions.
MIKE & NOAH
A heavy home. A lighter path forward.
When Mike and Noah inherited their family’s property, it wasn’t just the memories they had to manage… it was a home in need of serious attention.
The roof. The piping. The pool heater.
The house was filled with belongings and weighed down by repair needs… all while a ticking HOA timeline loomed in the background.
What We Did:
• Guided a full-service cleanout, cataloging, and preparation process
• Partnered with trusted vendors to assess and prioritize critical repairs
• Coordinated professional cleaning and photography to show the home’s full potential
• Negotiated significant buyer repair credits — protecting the estate’s value
• Expedited HOA approvals to avoid costly closing delays
Lesson:
When families inherit more than they bargained for, the right stewardship makes all the difference. With strategy, reverence, and clarity — we help families move from overwhelmed to onward, without carrying the chaos.
MIGUEL
A caregiving crisis no one saw coming.
Miguel’s mother, who had dementia, was left alone for two days after his father passed unexpectedly.
What We Did:
• Emergency cleanout + care placement
• Assisted living coordination
• As-is sale with full respect to the family’s needs
Lesson:
When health is fragile, time matters. We help families act quickly and gently.
ERIKA
Three losses. One house. No energy to start.
Erika inherited the family home after losing both parents and a sister in 18 months. She felt frozen.
What We Did:
• Cleanout + heirloom cataloging
• Virtual renovation to boost market value
• Managed a low-lift, high-value sale
Lesson:
Grief needs space. So we carry the process while families catch their breath.
LAURA
Estranged siblings. Zero communication.
After 20 years of silence, Laura and her siblings inherited a reverse-mortgaged home on the brink of foreclosure.
What We Did:
• Served as a neutral third party
• Facilitated calm, aligned decision-making
• Protected the property and led a smooth sale
Lesson:
When health is fragile, time matters. We help families act quickly and gently.
XONJENISE
Probate delays. Squatters. $1,000s in damage.
While the estate sat in probate, an investment property was broken into and severely damaged.
What We Did:
• Secured and cleaned the home
• Guided through a sensitive as-is sale
• Protected her time, peace, and equity
Lesson:
Vacant homes need fast action. We help prevent small issues from becoming big ones.
A Different Kind of Support
When a home carries memories, it also carries weight.
Decisions feel heavier. Emotions run deeper. Timelines get tangled.
We’re here to help you move through it with presence, clarity, and care — every step of the way.
If you're ready for a conversation that honors the full picture — not just the property — I’d be honored to meet you there.
Be the first to know when we launch
You’ll receive our legacy launch update and early access to the Heirloom Toolkit.
The Codex is coming.
Real research. Real resources. Real relief for your clients.
In the meantime...
Follow us on Instagram @heirloomhomes
Listen to The Sacred Work Show (Podcast link)
Or just breathe. You’re not behind — you’re exactly where you’re meant to be.