The ultimate gift of peace of mind for your loved ones.
Heirloom is a simple tool designed to organize all of life’s most important details. Sort documents, contacts, assets, wishes, and instructions — in one clear and secure place.
Created to bring peace and clarity to you and those you love, Heirloom transforms end-of-life planning into an act of care, gratitude, and love.
- What’s included
- A complete, guided spreadsheet — easy to personalize and update
- Dedicated sections for financial, legal, digital, and personal information
- Printable and editable templates
- Instant digital download access
- Why you’ll love it
Heirloom is more than a spreadsheet — it’s a thoughtful way to care for your future, with simplicity and warmth.
Each section helps you stay organized, save time, and leave a clear path for those who matter most.
- Perfect for
- Anyone wanting to bring order and peace of mind to personal affairs
- Families planning ahead with love and intention
- Professionals supporting aging parents or loved ones
A final act of love and clarity.
Heirloom is the most meaningful gift you can give — the comfort of knowing everything is in its right place.