Frequently asked questions

What is Heirloom?

Heirloom is a UK-based asset and estate management platform for estate planners, will writers and wealth advisers. It lets you structure client portfolios, track assets across 13 classes, manage insurance, store documents and produce branded reports.

Which payment methods do you accept?

All UK debit and credit cards, plus Bacs Direct Debit for subscription billing. Subscriptions are charged in GBP.

How is client data protected?

Heirloom enforces row-level security on every record, requires two-factor authentication for sensitive portfolios, encrypts all stored documents and maintains a full audit trail of access and changes.

Can I invite my team or my client?

Yes. Each portfolio supports role-scoped invites for colleagues, clients, executors and other trusted contacts.

Is there a free tier?

Heirloom offers a limited free tier (one portfolio, five assets, one insurance policy) so you can evaluate the product. Paid plans unlock unlimited portfolios, full asset tracking, reporting and team access.