The best years of your life
should be the easiest.
One trusted AI that helps you navigate your legal planning, finances, health, technology, and family life — starting with a conversation that becomes an AI-drafted will or trust, reviewed and finalized by a licensed attorney, then staying with your family as Will, a care coordinator, and a running record of everything that matters, wherever life takes you next.
Estate Planning
Heirloom asks
What do you want the people you love to understand about why you’re making the choices you’re making?
Eleanor
The lake house has to go to Margaret. She’s kept it up every summer since her father passed.
Click any module above — each one a real screen in the product.
Everything in one place
Eight products, one family relationship.
Each one grounded in what your family actually said, and nothing acts on its own without a click.
Estate Planning
A guided, recorded conversation becomes an AI-drafted will or trust — reviewed and finalized by a licensed attorney.
Family Workspace
Shared tasks, a message board, and a trustee ledger with an approval step, so the whole household — not just the principal — sees what's happening.
Will — here for anything
An AI companion that can help with everything you need — tech support, a second opinion on whether something looks like a scam, or just a conversation. Will remembers your family's context and can check in on its own if you opt in — but never books, sends, or changes anything.
Care Coordination
Appointments, medications, and a cross-household caregiver view — with one-click sync to Apple or Google Calendar.
Tech Support
Photo and screenshot troubleshooting in one continuous session, with a real person one click away when it's not enough.
Home
A directory of trusted providers and recurring obligations, kept in one place instead of scattered across bills and memory.
Legacy & Archive
Memories, keepsakes, and the reasoning behind every decision — kept for the people who have to live with it.
Vault
Passwords, account numbers, and other sensitive information, encrypted and organized in one secure place the whole family knows how to find.
Meet Will
The AI companion your family can just text — for anything.
For the people doing the caring
Built for caregivers, not just the household
Whether you’re managing a parent’s care from across town or across the country, Heirloom keeps everyone who’s actually doing the work on the same page.
Adult children managing a parent's care
One place to see appointments, medications, and what's actually happening — instead of a text thread with five siblings who each have half the picture.
Long-distance caregivers
The cross-household caregiver view keeps you looped in from anywhere, with exactly the access you're given — not a phone call to find out what you missed.
Professional & paid caregivers
Home health aides and hired caregivers can be added with the right level of access — visible to the family, without handing over the whole household's private information.
For the professionals of record
Built for attorneys, accountants & financial advisors
Heirloom doesn’t replace the licensed professionals a family already works with — it gives them a head start and a running record to work from.
Estate attorneys
A drafting head start built from a real recorded conversation, plus the reasoning behind every decision — not just the decision. You review, revise, and finalize; nothing is valid or binding until you sign off.
Accountants & CPAs
A running trustee ledger — distributions, expenses, receipts, approvals — kept in one place all year, not reconstructed at tax time. Export-ready records for filings and audit support.
Financial advisors
Visibility into the estate plan your client actually made, in their own words, plus a real-time net worth picture you can use for planning conversations without chasing down statements.
Our vision
The first generation of software transformed work. The next connected the world. We think AI is going to transform life — and we’re building the operating system for it: not another chatbot, not another point solution, but one trusted intelligence that stays with a family through everything that matters, starting with how it’s born — a real conversation.
Talk
A guided family conversation, recorded — voice, not a form.
Draft
AI turns the conversation into a will or trust, built on a standard template.
Review
A licensed attorney reviews, finalizes, and signs off before anything is executed.
Remember
The reasoning behind every decision, kept for the people who have to live with it.
A good thing to have, not a hard one.
A chance to be asked, and to be remembered, while everyone’s still around the table — kept for the loved ones, relatives, and heirs who return to it.
After the document is signed
The estate doesn’t end at signing. Neither does Heirloom.
A shared workspace for the whole family, real accounting for the trustee, and guardrails so access matches trust — not just intent.
Approvals & per-beneficiary access
A second set of eyes on distributions before they're official, and a Full access / Beneficiary switch that actually restricts what someone can see and do — not just what's shown in the UI.
Real-time net worth
Live account balances and a running net worth picture, pulled fresh each time — never stored beyond an aggregate snapshot.
Executor & trustee guide
A step-by-step checklist and a Q&A grounded in this family's own drafted documents — not generic legal advice.
AI-native, not AI-bolted-on
Every suggestion is grounded in what your family actually said — and nothing acts on its own.
Proactive life-event detection
Heirloom reads what's already been said — messages, archive notes, ledger entries — and proposes updates like a move or a new home, quoting exactly what it found.
AI-drafted approval rationale
Every distribution submitted for approval gets a plain-language summary before anyone has to decide.
Smart task suggestions
Conversations with Will and detected life events come with a suggested next step — one click to add it, never automatic.
Net worth trend commentary
A short, plain-language read on what changed since the last time you checked.
Every suggestion requires an explicit click to act on it — nothing is added, approved, or changed silently.