Your business is your legacy. We provide the only combined estate and succession plans designed to ensure your doors stay open for the next generation.
One comprehensive package that covers personal estate planning and business succession
For your entire household
Revocable Living Trust
The foundation of your estate plan—avoid probate and maintain privacy
Powers of Attorney
Financial and legal decision-making for everyone in your household
Health Care Directives
Medical Power of Attorney and Living Will / Advance Directive
Pour-Over Will
Catches any assets not transferred to your trust
Tailored to your business structure
Business Succession Documents
Specific to Single Member LLC or Sole Proprietorship structures
Operating Agreement Updates
Ensure your LLC documents align with your estate plan
Business Continuity Plan
Keep your business running smoothly during transitions
Asset Transfer Documentation
Properly transfer business interests to your trust
Every plan includes access to our secure digital vault. Store, share, and manage all your estate and succession documents in one place. Grant access to family members, attorneys, and successors when they need it.
Finally, estate planning that understands you wear two hats
Your Revocable Living Trust keeps your assets private and out of costly probate court.
No more juggling separate personal and business estate plans—we handle both together.
Powers of Attorney and Health Care Directives for everyone in your household, not just you.
Documents tailored to your exact business structure—LLC or Sole Proprietorship.
Complete your estate and succession plan in one streamlined process
Answer questions about your household, assets, and business structure. We'll determine whether the Single Member LLC or Sole Proprietorship package is right for you.
We generate your Revocable Living Trust, business succession documents, Powers of Attorney, and Health Care Directives—all coordinated to work together.
Get attorney review, execute your documents, and store everything in your secure digital vault. Access and share with family and successors anytime.
From solo founders to multi-member LLCs, we have a plan that fits your needs
Self-Service
+ $79/year vault + compliance updates
For solo founders, consultants, creators
Guided
+ $99/year vault + ongoing updates
For single-member LLCs, bootstrapped founders
Guided + Attorney
+ $149/year vault + priority support
For profitable businesses, multi-member LLCs
See how Heirloom has helped business owners protect their families and businesses
“As a single-member LLC owner, I always worried about what would happen to my business. Heirloom made it easy to set up succession planning alongside my personal trust. Everything is in one place now.”
Maria Rodriguez
Restaurant Owner (LLC), Austin TX
“The digital vault is a game-changer. My wife and I both have our health care directives and powers of attorney stored securely, and I've already shared access with our kids for emergencies.”
James Chen
Consultant (Sole Prop), Seattle WA
“I didn't realize how important it was to update my LLC operating agreement to work with my trust. Heirloom handled everything—now my business will transfer seamlessly to my daughter.”
Sarah Williams
Marketing Agency (LLC), Chicago IL
Join small business owners who've simplified their estate planning with Heirloom. One package. One process. Complete peace of mind.