Guide
Guides
Four practical guides: dividing family heirlooms, inventorying a home, executor duties, and helping a parent downsize.
Dividing Family Heirlooms: A Fair Process, Not a Formula
Most families fall out over the objects, not the money. A step-by-step process for dividing heirlooms fairly — separating what things are worth from what they mean.
11 articles
Read guideHow to Inventory a Home: A Practical Guide
A room-by-room method for inventorying a home — what to photograph, which seven fields actually matter, and how to record condition and value without stalling.
11 articles
Read guideThe Executor's Guide to Personal Property
Personal property is the part of an estate that takes an executor the longest and causes the most friction. What the job actually involves, in order, and where it stops.
7 articles
Read guideHelping a Parent Downsize Without Losing the Story
Downsizing a parent’s home is an emotional job disguised as a logistical one. How to move fast on the logistics while capturing what the objects mean before they go.
8 articles
Read guideLatest articles
The Binder Problem: Why the Record You're Building Won't Survive the Next Move
A binder of heirloom notes solves half the problem and quietly fails the other half. The two-part test every heirloom record has to pass — travel with the object, and survive without it — and what actually meets it.
Aug 16, 2026
8 min · Heriteo Team
Read articleWhen Your Parent Gives Away Something You Never Told Them Mattered
It comes up sideways, months or years later — a parent mentions, almost as an aside, that something you quietly loved is already gone. Why this happens to nearly every family, and how to make sure it never happens to yours.
Jul 9, 2026
6 min · Heriteo Team
Read articleWhat Senior Move Managers Know That Most Families Don't
A whole profession exists to help older adults pare down a lifetime of possessions — and the people who do it for a living agree on one thing: the move never stalls on the furniture. It stalls on the objects that carry meaning but have no decided home. Here is what they know, and how to do it before the donation box.
Jun 26, 2026
7 min · Heriteo Team
Read article