The workspace that turns a pile of good intentions into a plan
Most families do not fail at estate planning because they do not care. They fail because nobody ever told them what the pieces are, which ones they already have, and where any of it lives. Heirloom holds all three in one place.
Three problems, solved in the same place
Heirloom is not a document generator and it is not a law firm. It is the organizing layer that has been missing between deciding to plan and sitting down with an attorney.
You do not know what you are missing
An eighteen-item checklist, grouped into people, documents, assets, and upkeep. Each item explains why it matters in one line, so you can work through a section in an evening instead of researching for a month.
Nobody knows where anything is
Record every document, its status, and where the original is kept. Heirloom flags anything unsigned, out of date, or missing a location, so a folder in a drawer stops being a single point of failure.
The people who need access cannot get it
Invite a spouse, an adult child, or an executor with view, edit, or emergency-only access. Turn it on for one person and off for another, and change your mind whenever you want.
Built around the questions an attorney will ask you first
Readiness checklist
Eighteen decisions and documents across four groups, with a progress score that moves as you work. It is the fastest way to find out what your plan is actually missing.
Document vault
Name, type, status, and location for every document in your plan. Signed, draft, or needs review, with the gaps surfaced instead of buried.
Asset inventory
Accounts, property, policies, and business interests with approximate values and named beneficiaries. Anything without a designation gets flagged, because those accounts pass outside your will.
Family access
Per-person roles, revocable at any time, so the right people can find what they need without handing everyone everything.
Attorney-ready summary
One printable page with your documents, assets, beneficiaries, and completed checklist. Walk in with it and the first billable hour goes a lot further.
Plain-English glossary
Sixteen terms that show up in every estate planning conversation, defined without the legalese and searchable from inside the workspace.
Status and location, for everything
A perfect plan nobody can find is not a plan. Heirloom tracks where each original lives and tells you which ones still need a signature.
Families with something to protect
You have a house, savings, and people who depend on you. You need a will, guardians named, and beneficiaries that point at the right people.
Your business is part of your estate whether you planned for it or not. Get the entity, the percentage, and the operating agreement on the record.
You are trying to have a conversation nobody wants to start. Heirloom gives it a structure and a shared place to put the answers.
Find out what your plan is missing tonight
Foundations is free and includes the readiness checklist and the glossary. Upgrade to Heirloom when you want the vault, guided preparation, and family access.
Bonduran Estate Planning Inc. is not a law firm and does not provide legal advice. Heirloom organizes your information and prepares you for a conversation with a licensed attorney. It does not draft or execute legal documents, and using it does not create an attorney-client relationship. Screens above show the Heirloom workspace with sample entries.