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9 artigos
How to Inventory a Home for Estate Planning
A room-by-room guide to creating a home inventory for estate planning — what to photograph, what to record about each item, and how a documented inventory prevents disputes and makes an estate transition smooth.
Jun 10, 2026 · Heriteo Team · 7 min de leitura
The Estate Executor's Checklist for Personal Property
A will covers the money and the house. The hundreds of personal belongings in a home are left to the executor — with no list and no instructions. Here is a practical, digital checklist for inventorying, valuing, and distributing personal property.
Jun 3, 2026 · Heriteo Team · 7 min de leitura
How to Use Tags and Tag Groups to Classify Your Objects Intelligently
A tag system with no structure is noise. This guide shows you how to design tag groups that keep your family catalogue searchable, consistent, and useful across every heir.
May 16, 2026 · Heriteo Team · 6 min de leitura
What 'Transition Ready' Actually Means — Reading the Heriteo Dashboard
Estate planning sounds infinite. Four numbers on a dashboard make it finite — and turn "we should think about it some day" into "we are 62% of the way there."
Apr 30, 2026 · Heriteo Team · 6 min de leitura
From 'Just a Clock' to a Story: The Seven Fields That Turn an Object Into Heritage
An object catalogued with one photo and a price is just an object. Seven small fields, filled in once, are what turn it into something a family can actually inherit.
Mar 19, 2026 · Heriteo Team · 6 min de leitura
Smart Albums: How to Find Every Gift From Your Grandmother in 30 Seconds
A static album of "things from grandma" goes stale the moment you tag a new object. A smart album updates itself. Here is how the filter logic works — and what it lets a family do.
Feb 12, 2026 · Heriteo Team · 5 min de leitura
The Wrong Tool for the Most Important Job
When families try to manage a parent's home emptying with spreadsheets and email threads, the coordination chaos adds unnecessary burden to an already hard moment.
Jan 25, 2026 · Heriteo Team · 5 min de leitura
Six Condition Grades That Change How Heirs Think About an Inheritance
"It's in good condition" means six different things in a family. A shared scale — New, Like New, Excellent, Good, Fair, Poor — makes inheritance and downsizing honest.
Jan 8, 2026 · Heriteo Team · 6 min de leitura
Distant, Fond, Meaningful, Cherished, Sacred: A Vocabulary for the Things That Matter
Most families talk about heirlooms in two registers: priceless or get-rid-of-it. Five words can make the conversation honest.
Dec 25, 2025 · Heriteo Team · 5 min de leitura