Preserve Your Words
and Wisdom
A secure vault for your legacy. Leave behind the guidance, stories, and letters that matter most to the people you love.
Some things are too important to leave unsaid.
Heartloom is a dedicated legacy and concierge platform, thoughtfully designed to be accessible to every generation — a place to preserve the moments that matter most.
Our StoryPreserving the human thread.
Dignity, security, and guidance in one place.
The Vault
Secure, biometric-grade storage for legal documents. Keep your Wills, DNRs, and Medical Directives safe yet instantly accessible to designated successors.
The Thread
Scheduled delivery of letters and recordings. Birthday wishes, graduation notes, wedding day wisdom - delivered exactly when they are needed most.
The Concierge
We provide a 24/7 digital concierge designed to navigate the complexities of estate planning and healthcare logistics with surgical precision. Our platform delivers high-level expertise at the moment of need, ensuring you are never left searching for answers in the dark.
Your legacy, beautifully organized.
Step inside a premium dashboard designed to give you total control and peace of mind. From document storage to Medicare optimization, everything is managed securely in one place.
- Live identity verification monitoring
- Biometric document unlocking
- Medicare benefit tracking
Security Portal
Medicare Benefit Optimization
Switch Verification
Vaulted Documents
Heartloom Hub
Memberships for every stage.
Monthly plans that grow with your family, plus optional one-time projects when you want something made by hand.
Heartloom Essentials
For getting organized with clear, basic guidance.
- Secure digital vault for wills, trusts, insurance, account lists & DNRs
- Guided checklists for hospice and the first 72 hours & 30 days
- Simple story capture with text prompts, voice recording & photo tagging
- 1 Digital Legacy Blueprint your heirs can access
Heartloom Plus
Most popularOur most holistic plan, where most families land.
Everything in Essentials, plus
- Guided legal & medical wishes workflows with exportable summaries
- Advanced story capture with weekly prompts, photos & audio for one storyteller
- Memory boards for recipes, photo collections & letters
- 1 Heir Access seat with a guided handoff experience
Heartloom Family
For families with multiple stakeholders or aging parents.
Everything in Plus, plus
- Up to 3 storytellers, like two parents and a grandparent
- Shared family space to upload & collaborate together
- 3 Heir Access seats
- Priority support with a dedicated onboarding session
Lifetime membership
One-and-done for those who prefer to set it once. Includes Family features for life.
One-time projects
Heirlooms made to order.
Heartloom Storybook
- A defined project, like a life story, family recipes or service stories
- 12–20 curated prompts with guidance
- Light editorial clean-up & layout
- One full-color hardcover, up to 200–250 pages
Extra copies $49.99–$79.99 each
Voice & Video Legacy
- Structured interviews via video or audio, 60–90 minutes across sessions
- An edited 10–20 minute highlight reel
- All of your raw recording files to keep
Concierge Setup & Organizing
- Remote white-glove gathering of documents, photos & accounts
- A built-out first pass of your digital vault
- Your digital estate checklist, ready to go
Scroll to grow your legacy
Future Letters
Write to loved ones for milestones years away
Memory Vault
Capture stories, photos and audio recordings
Document Vault
Wills, trusts, DNRs — organized and accessible
Legacy Concierge
A dedicated guide walks you through everything
Life Timeline
Your story told beautifully, chapter by chapter
Family Sharing
Gift your legacy to the people you love most
Your legacy grows with every story you share.
From a single memory to a full family history — Heartloom grows with you.
“The best time to plant a tree was 20 years ago. The second best time is today.”
Every day you wait is a day your family will not have. Start preserving what matters most.
Begin Your Legacy Today