Planning is an
act of love.
THE TURBOTAX OF ESTATE MANAGEMENT
Self-help estate software
$7K+
legal fees saved
180 hrs
of admin work saved
∞
peace of mind
"We did very little before their passing. In hindsight, it would have been good to make sure they had everything in order."
Clark
Estate Executor
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.
I would hope that if I passed away, and Malory came here, it's like…"Oh, Stephen took care of me one last time."
Stephen
Estate planning. Made simple.
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.