Giving You Space to Grieve.
Estate planning and administration, reimagined.
THE TURBOTAX OF ESTATE MANAGEMENT
Self-help estate software
$7K+
legal fees saved
180 hrs
of admin work saved
∞
peace of mind
I wish I had Heirloom when I was settling my dad's estate. And I wish he had it when he was planning."
Kriss Woodley
Estate Executor
Estate Planning
GUIDANCE
Know what to do, every step of the way
FREE estate planning guidance in a clear, step-by-step flow. No jargon, no overwhelm.
SAVE MONEY
Create estate docsComing Soon
Wills, trusts, advance directives, and more. Create estate documents with AI for pennies on the dollar.
ORGANIZATION
A source of truth
A FREE and secure place for you to store information and instructions for loved ones, so they have guidance on your estate and end-of-life plans.
CLARITY
Immediate answers to your questions
Heirloom Assistant answers your questions in plain language, so you can move forward with confidence.
Heirloom is exactly what I needed. A one-stop shop. Especially in the midst of grief, these tools are a lifesaver.
Casey
Estate Executor
Estate Administration
SAVE TIME
Clear your headspace.
Estate settlement can take hundreds of hours and many months. Heirloom guides and automates the process, saving you time and mental burden.
AVOID MISTAKES
Simplify the process.
Missing deadlines or filing errors can cost tens of thousands. Our AI ensures you don't miss critical steps or requirements.
SAVE MONEY
Maximize inheritances.
Find assets you didn't know your loved one had. Minimize legal fees with affordable self-help solutions.
PRIVACY & SECURITY
Built to protect your family's information
Your privacy & security always comes first
We only collect what's absolutely necessary.
Your data is encrypted and stays under your control.
We never sell or share your information — ever.
Encrypted
SOC II (coming soon)
Encrypted
SOC II (coming soon)
FAQs
Heirloom is for middle-class families who want to save money, time, and stress with self-help estate tools.
- •Planners: Prepare your legacy by creating wills and other estate documents and organizing information for your future executor and/or trustee.
- •Executors and Trustees: Administer an estate after your loved one's passing. Heirloom simplifies the complex administration process with self-help tools and guidance.