Is this a one-time purchase or a subscription?
Heirloom is a membership subscription — $29/month or $149/year. We add new resources every month, and an annual re-assessment is included so you can track your family's readiness score over time. The subscription model ensures the library keeps growing.
Who is Heirloom built for?
Heirloom is built for parents with significant wealth — typically $5M to $250M in assets — who have done the estate and legal planning, but recognize that human preparation is a separate and equally important challenge. If you have a trust document but haven't had structured conversations with your heirs about what they're inheriting, Heirloom is for you.
Is my data private?
Yes. Your assessment responses, scores, and any content you create in Heirloom are private to you. We do not share data with advisors, attorneys, or any third parties without your explicit consent. Heirloom is not an advisory service — it is a diagnostic and preparation platform.
Can I share my results with my estate attorney or financial advisor?
Yes. The Advisor Briefing Generator (included in membership) creates a formatted summary of your Family Readiness Score and key gaps — designed specifically to be shared with your advisory team. You choose what to share and when.
What's the difference between the free scorecard and the full assessment?
The free Family Readiness Scorecard is a 10-question pulse check — a quick YES/NO self-evaluation that gives you a directional sense of where gaps may exist. The full Member assessment is 30 scored questions across all six dimensions, producing a precise Family Readiness Score, a dimension-by-dimension breakdown, and a personalized PDF report with actionable next steps.