From first login to a complete estate plan - what happens and when.
We’ve broken the process into four stages. Most people draft their Will in a single session.
Answer guided questions
A guided questionnaire covers the essentials: your assets, your beneficiaries, your executor, and any guardianship arrangements. No legal training required - every question comes with a plain-English explanation.
Review your draft
Your answers are turned into a structured Will draft. Review it clause by clause. If anything looks wrong, change your answers and the draft updates immediately.
Download, sign and witness
Pay $149 to download your solicitor-reviewed Will. Sign it in the presence of two independent witnesses - NSW members can use remote AV witnessing, all other states complete with a straightforward print-and-sign process we walk you through. Complex situations are flagged in your Vault, where you can reach our partner lawyers directly.
Store and update
Your Will PDF lives in your Vault alongside your asset register. Connect your bank accounts to see live balances alongside your manually entered assets - giving you a single, complete view of your estate. Every time your life changes, update your Will from the same place.
A note on state-specific requirements
Australian succession law is largely state-based. Heirloom Life is available across all states and territories, accounting for each state’s specific requirements throughout the drafting and review process.
Complex situations are flagged in your Vault after you complete your Will. Every Will issued through Heirloom Life is subject to a standard solicitor quality review. For complex situations flagged in your Vault, we can connect you with a partner lawyer directly.