LIFE CONTINUITY PLANNING™
The people you love shouldn't be left guessing.
Heirlūm empowers families to plan for life's uncertain and inevitable changes with clarity, confidence and peace of mind, through Life Continuity Planning™.
01 / SOMEBODY THOUGHT OF THIS
Twenty minutes.
Ana told her brother he was the executor of her will. Then she told him what the job would require: where the papers are kept and who to call first.
It took twenty minutes. He's never had to wonder.
Wills, trusts and powers of attorney. They give a person's wishes legal force and an attorney drafts them.
On paper
Who has been named for what, whether they know, where things are kept and what someone would want. In most families, this part lives in one person's head.
Around the paper
Life Continuity Planning™ covers both the documents and the direction around them.
02 / HOW IT WORKS
What Life Continuity Planning™ is.
Life Continuity Planning™ is Heirlūm's proprietary, human-first method for organizing the information, decisions, wishes and responsibilities a family needs to act on when life changes: an illness, a move or a death. It works alongside your estate documents and your attorney. It doesn't replace either one.
See where things stand
Which documents exist, when were they signed and do they still fit your current household?
Tell the people you've named
Who is named for what, whether they know it and who they should call first.
Write it down where it can be found
A short record of where things are and who helps you, kept with your papers. Locations and contacts only. Never include account numbers or passwords.
03 / FREE GUIDES
Start with one free guide.
Each guide is a short, printable PDF built around a single step. Most take an hour or less, in one sitting. We used every one on our own families before releasing them.
When we interviewed families this year, 60% had never told the people they'd named.
First actions
See where your household's plan stands today and the one step worth taking next.
About 30 minutes.
04 / ALONGSIDE YOUR ADVISORS
We work alongside your attorney.
Heirlūm doesn't draft or hold legal documents, and we don't give legal, tax or financial advice. Your attorney, tax professional and financial advisor do that work.
Our part is what sits around it: who knows what, where things are and what you would want. When something needs a professional, our guides end with the questions to bring them.
05 / START HERE
Thirty minutes, one guide.
First actions takes about half an hour. You finish knowing where your plan stands and the one step worth taking next.
Free. We'll email you the guide, plus an occasional note from us. Unsubscribe anytime.
Already working on a plan and want help with it? Heirlūm consulting is available by referral. Contact us.