A plan for the whole relationship, not just the paperwork.
Every annual plan includes Will and the ongoing parts of Heirloom — care coordination, the family workspace, safety checks. A will or trust is a one-time add-on you can add to any plan, drafted from a real conversation and reviewed by a licensed attorney.
Essential
Will, safety checks, and a secure vault for one person.
- ✓Will — an AI companion for tech support, scam checks, and everyday conversation
- ✓Secure Vault for passwords, accounts, and sensitive information
- ✓Legacy & Archive — memories and keepsakes, kept and organized
- ✓Notification preferences & full data export, any time
Family
The whole household, coordinated in one place.
- ✓Everything in Essential
- ✓Family Workspace — shared tasks, message board, life-event tracking
- ✓Care Coordination — appointments, medications, cross-household caregiver view
- ✓Home — trusted providers & recurring obligations
- ✓Scheduled Will check-ins, if your family opts in
Payment plans available. Pricing shown reflects the current plan structure and is subject to change.
Add to any plan
Estate planning, one time
A will or trust isn’t a subscription — draft it once, update it free as life changes, on top of whichever annual plan you’re on.
Will
A recorded conversation, not a form — guardian designation, beneficiaries, asset distribution, healthcare directive & financial power of attorney. Licensed attorney review before anything is finalized.
Built around your role
One plan, three different vantage points
For Families
One AI, everyone included
Heirloom stays with your family year-round — Will for everyday life, care coordination, a shared workspace — not just for the week you drafted a document.
For Attorneys & CPAs
A head start, not a hand-off
You stay the professional of record. Heirloom gives you a drafted starting point built from a real recorded conversation, plus a standing trustee ledger — distributions, expenses, approvals — kept current instead of reconstructed at review time.
For Financial Advisors
Plan around what actually happened
See the estate plan your client made, in their own words, alongside a real-time net worth picture pulled fresh each time. Fewer chased-down statements, fewer surprises in the planning conversation.