Heirloom, AssetFynd launch estate asset recovery add-on

Heirloom has formed an exclusive partnership with AssetFynd to add global unclaimed-asset recovery to its estate settlement platform. The service gives trusts and estates firms access to 400 million additional records and a 20-year search window, aiming to catch assets that often surface after an estate is closed.

Why it matters: - Estate inventories are often completed within a year, but dormant assets can surface much later. - The new add-on is designed to help trusts and estates firms find and recover assets that traditional one-time searches miss. - The service could turn asset discovery into a premium, ongoing offering for estate practices.

What happened: - Heirloom announced an exclusive partnership with AssetFynd on July 14, 2026. - The collaboration adds a financial asset recovery service to Heirloom’s estate settlement platform. - The combined offering gives firms access to 400 million additional global unclaimed financial assets. - The partnership adds a unique 20-year perpetual search window. - Heirloom is based in Austin, Texas.

The details: - Heirloom says its platform already queries more than 120 billion private and public records. - AssetFynd adds AI-powered scanning, cleaning and matching of global records. - Staff at a trust or estates firm enter basic decedent details, and the platform compiles the inventory automatically. - Heirloom says the new service is meant to reduce the burden on grieving families. - In the U.S., financial institutions typically wait three to five years of inactivity before declaring an asset dormant and reporting it to state registries. - In Canada, dormancy periods can reach 10 years. - In Europe, dormancy periods can last as long as 20 years. - The mismatch between estate settlement timelines and asset dormancy periods creates a gap that can leave assets undiscovered. - AssetFynd was founded by Darren Jack, who has more than three decades of experience in international bank liquidations and unclaimed property registries. - Heirloom’s CEO Davis Wilkinson said the partnership puts the best asset discovery tool on the market into the hands of estate attorneys. - Darren Jack said AssetFynd is built to solve fractured data tracking at scale with AI-native and embedded machine learning tools.

Between the lines: - Heirloom is positioning the partnership as both a workflow upgrade and a revenue opportunity for estate firms. - The 20-year search window is a notable differentiator because it extends monitoring well beyond most estate settlement periods. - The deal also signals rising demand for AI tools that can reconcile fragmented financial records across jurisdictions.

What’s next: - Heirloom customers can adopt the new asset recovery add-on as part of their estate administration workflow. - The platform will continue monitoring global sources after an estate is closed. - More information is available at Heirloom and AssetFynd.

The bottom line: - Heirloom and AssetFynd are combining estate inventory automation with long-term global asset recovery to help firms find money that would otherwise stay lost.