1409: Solving a Broken System: The Origin Story of Heirloom, the “TurboTax for Probate” w/ Davis Wilkinson

Davis Wilkinson, co-founder of Heirloom, shares the deeply personal story of how watching his mother navigate the estate settlement process after his brother’s passing inspired him to leave big tech and build a solution. This episode is a masterclass in building a purpose-driven company from the ground up, starting with taking a job as a funeral home receptionist to truly understand the customer's pain. Davis provides a transparent look at how he and his co-founder leverage AI to achieve the productivity of a 20-person engineering team, allowing them to innovate at a scale that was previously unimaginable. For any entrepreneur who believes in the power of technology to solve real-world problems, this conversation is packed with invaluable insights on finding co-founder alignment, adopting a "scientist over visionary" mindset, and using experimentation to build a product that truly serves its users.

💡 What You'll Take Away For YOUR Business

• How to Find True Founder-Market Fit: Learn how Davis turned a personal family struggle into a scalable business idea by immersing himself in the problem space and prioritizing mission over money.
• The 10x Productivity Multiplier: Discover the specific AI tools and strategies Davis and his co-founder use to operate with the speed and velocity of a much larger engineering team.
• The Co-Founder "Dating" Process: Uncover the intentional steps Davis took to find the right co-founder, including using detailed questionnaires to ensure long-term alignment on everything from work ethic to the definition of success.
• Why You Should Be a Scientist, Not a Visionary: Embrace the power of rapid experimentation and data-driven learning to de-risk your startup and maximize your chances of success, even when you don't have all the answers.
• Managing the Emotional Burden of Entrepreneurship: Hear Davis’s powerful advice on using mindfulness and presence to navigate the inevitable stress and fear that comes with building a business.

📝 About Davis Wilkinson

Davis Wilkinson is the co-founder of Heirloom, a groundbreaking software platform simplifying the probate process for grieving families. Drawing from his experience in product management, venture capital, and a successful exit with a data privacy startup acquired for over $100 million, Davis brings a unique blend of tech expertise and deep empathy to his work. His journey began not in a boardroom, but by working as a receptionist in a funeral home to gain firsthand insight into the industry he aimed to disrupt. This commitment to understanding the human side of the problem makes him a powerful example of a mission-driven entrepreneur.

🎯 Davis’s BEST Piece of Advice for Wantrepreneurs and Entrepreneurs

"Really driving toward meditation and becoming aware of what can I control? What can't I control?... Am I worrying about the future too much? Am I worrying about the past too much? And instead, should I just be in the present and think about what I can do today, this hour, this moment to try and move the needle for my team?"

📢 Memorable Quotes

• "You are going to be wrong so often... And just accepting that reality, I think, is really liberating." – Davis Wilkinson
• "You don't need many, many millions of dollars to build a company anymore. You need an idea, some elbow grease, and some thoughtfulness. And really wonders can happen with these tools that are out there now." – Davis Wilkinson

🔗 Links & Resources

• Visit Heirloom’s website
• Connect with Davis on LinkedIn
• Follow Heirloom on LinkedIn