Simple, affordable pricing

Estate software should be accessible to everyone.
Start free, upgrade when you need more.

Planning Tools

Everything you need to get started — completely free

Planning Guide

Freeforever

Step-by-step estate planning guidance

  • Unlimited access to planning guide
  • No usage limits
  • Document upload storage

Heirloom Assistant

Free10 questions/month

AI-powered estate planning help

  • 10 free questions per month
  • Plain-language answers
  • Available 24/7

Document Creation

Create estate documents with Heirloom Assistant

Coming Soon

Document Review

Free

Heirloom Assistant gives a 'second opinion' on your existing documents

  • Upload existing estate documents
  • AI-powered analysis
  • Improvement suggestions
Coming Soon

Full Document Package

$99.99

Create all your essential estate documents

  • Last Will and Testament
  • Advance Healthcare Directive
  • Financial Power of Attorney
  • HIPAA Authorization
  • AI-assisted drafting
Coming Soon

Updates & Edits

$24.99per update

Modify your existing documents anytime

  • Edit any existing document
  • Add or remove beneficiaries
  • Update executor information
  • Whether created by Heirloom or not

Estate Administration

For executors and trustees settling a loved one's estate

Founder's Pricing

Administration Package

$199.99

Complete guidance and tools for settling an estate

  • Step-by-step administration guide
  • Asset discovery tools
  • Heirloom Assistant
  • Beneficiary portal
  • Reimbursable from the estate

WAYS TO SAVE

Special offers for families

Early Adopter Pricing

Save 40%

Lock in founder's rates before prices go up. Limited time offer for early users.

Referral Program

20% off

Refer a friend and you both get 20% off. Refer more, save more.

Take the first step.