Heirloom brings together your documents, accounts, contacts, and responsibilities in one place—so your family knows exactly what to access and what to do if something happens.
In one of life's most difficult moments, families are forced to figure everything out quickly.
But today's reality makes it even harder:
What should be a time to focus on each other becomes a scramble to manage logistics, decisions, and uncertainty.
Over the next decade, millions of families will face the realities of aging, loss, and transition.
The Baby Boomer generation is entering their late 70s and 80s
Families are more geographically dispersed than ever
Critical information is often incomplete, outdated, or inaccessible
When something happens, the burden doesn't fall on just one person—it impacts the entire family.
Heirloom brings together your family's most important information, people, and responsibilities into one secure system.
From essential documents to key financial and personal details, everything is organized and accessible when it matters most, including:
No more searching through emails, files, or drawers to piece everything together. All stored securely and accessible only to the people you designate.
Store and structure the information your family actually needs—financial accounts, key contacts, documents, and more.
Know who does what, when it matters most—from executors to trusted contacts.
Step-by-step support for what to do next—so nothing important gets missed.
Bring together the people your family relies on—family members, advisors, and trusted professionals.
Heirloom includes a private Legacy Journal—giving you a place to leave messages, stories, and guidance for the people you love.
Whether it's a note to your spouse, words for your children, or reflections you want remembered, your voice becomes part of what you pass on.
When the time comes, your family doesn't just have instructions—they have you.
Secure, private, and only accessible to the people you choose—when the time is right.
"Your stories, your wisdom, your love—preserved for the people who matter most."
Add key information, documents, and the people who matter.
Make sure the right people have the right visibility and responsibilities.
When life changes, your family has a clear path forward.
Stay organized, reduce stress, and make sure your loved ones are prepared for whatever comes next.
Request Early AccessProvide more value to your clients by helping them stay organized and prepared beyond financial planning.
Partner With Us — Coming SoonGive them one place for everything they'll need—so nothing is missed, nothing is lost, and no one is left uncertain about what to do.
Take care of your family—before they need it.
We're inviting a limited number of families and partners to help shape the future of Heirloom.