About Heirloom Planner

Clarity is the greatest gift you can leave.

Heirloom was created to help families face the unexpected with calm, order, and dignity.

Keeping everything that matters all in one file.

Clear, private, easy.

A personal reason behind Heirloom

Heirloom was born from a real experience.

When my grandfather passed away, he had been living in Thailand for many years.
What followed wasn’t just grief, it was confusion.

As a family, we tried to reconstruct his assets, accounts, investments, and wishes.
Important information was missing. Documents were scattered. Some things were never written down.

Despite months of effort, we were never able to recover everything.
Several overseas accounts and investments were lost forever, simply because no one knew where to look.

Not because the information didn’t exist, but because it was scattered, undocumented, and locked inside someone’s memory.

That experience made one thing painfully clear:
good intentions are not enough if information isn’t organized and accessible.

Over time, I realized this isn’t a rare situation. It happens to families every day.

Heirloom exists to prevent families from going through that same uncertainty.

Don't leave your story to chance. Start organizing your legacy today.

Download Heirloom Planer

✔ Instant download Works with Excel&Google Sheets • One-time purchase

That's why Heirloom exists

Most families don’t struggle because they don’t care. They struggle because everything is scattered.

Important documents in drawers. Passwords in notebooks. Contacts saved on one phone. Wishes never written down.

When something unexpected happens, loved ones are left searching. Often during the most difficult moments of their lives.

Heirloom was created to solve that exact problem.

Not with complexity.
Not with another subscription.
But with a simple, structured system that anyone can use.

Why a simple spreadsheet?

We intentionally chose a simple Excel / Google Sheets format.

Because:

  • You don’t need to learn new software
  • Your data stays on your device
  • There are no accounts, logins, or servers involved
  • It will still work years from now

Heirloom doesn’t lock your life inside an app. It gives you a clear structure, and full control.

Privacy-first. Always.

Your information is deeply personal.

That’s why Heirloom is designed so that:

  • Nothing is stored on our servers
  • Nothing is tracked or shared
  • Everything stays with you

You own the file. You control the access.
Your family benefits from clarity, without sacrificing privacy.

Who Heirloom is for

Heirloom is for people who:

  • Want to protect their family from confusion and stress
  • Care about privacy and simplicity
  • Want everything organized before it’s needed
  • Prefer calm preparation over urgency

It’s used by:

  • Parents and grandparents
  • Adult children helping aging parents
  • Couples planning together
  • Anyone who wants peace of mind

A thoughtful act of care

Creating an End of Life plan isn’t about fear.
It’s about care.

Care for the people you love.
Care for their time, emotions, and clarity.

Heirloom is simply a tool but the peace of mind it creates lasts far beyond the file.

👉 Explore the End of Life Planner