About Heirloom

Heirloom is a B2B SaaS platform that gives UK estate planners, will writers, accountants and wealth advisers a structured, secure system for managing client estates. We replace spreadsheets, fragmented document folders and disconnected portals with a single workspace built around the way advisory firms actually operate.

Who we serve

Our customers are advisory firms and independent practitioners working with high-net-worth individuals and families across England, Scotland, Wales and Northern Ireland. Typical use cases include estate inventory and valuation, will preparation, lifetime gifting strategy, succession planning and insurance review.

Legal entity

Heirloom is a trading name of Nomadic Capital Limited, a company registered in the United Kingdom. All processing of client data is governed by UK GDPR and the Data Protection Act 2018.

Contact

Email hello@myheirloom.co.uk or visit the help centre.