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Estate Planning Tools

Gather your records, organise your wishes, and prepare questions for an estate-planning professional. Everything runs in your browser, and none of these pages loads advertising, analytics or any other third-party script.

These tools create preparation materials. They do not create or update legal documents. Nothing here is a will, a trust, a power of attorney, a directive or a beneficiary form, and nothing here is legal advice or a legal determination.
Written for anywhere, with one exception. Estate law differs by country and often within one, so no rule in the seven worksheets changes based on where you are — the country you record is context for a conversation with someone qualified there. Amounts work in any of 155 currencies, in whichever number format you read most easily. Heiravelle is built for US residents: it asks for your state, works in US dollars, and adds review items that depend on where you live.

Start somewhere

Each tool works on its own. Nothing needs anything else to have been filled in first.

Estate Planning ChecklistAnswer as much as you want to and get a list of what to gather and who to ask. Every task that appears because of an answer says which answer put it there, and “not sure” keeps a subject on the list instead of quietly dropping it.Build my checklistAsset & Debt InventoryAn itemised list with exact subtotals, one currency at a time and never converted. A blank value is recorded as unknown rather than as nothing, and a debt linked to an item is still deducted only once.List my assetsWill Preparation WorksheetWho you would like to discuss, what you would like to happen, and the questions you cannot answer — in your own words. It says “Not a Will” on every page, because that is exactly what it is.Prepare for a willEstate Document OrganizerWhat exists, where it is kept, who else knows, and what is still missing. It records a date without ever deciding that the newest document replaced the older one.Organize my documentsBeneficiary Review ChecklistWhat each provider currently holds, kept strictly apart from what you would like it to be. Primary and contingent shares are checked as two separate groups, and nothing here changes a designation.Review designationsDigital Legacy PlannerWhat you would like done with each online account and who should ask about it. It never requests a password, a recovery phrase or a PIN, and it promises nothing about what a provider will allow.Plan my accountsLetter of WishesA personal letter arranged from what you wrote and nothing else. No generated sentiment, no invented memories, no signature or witness block.Write a letterHeiravelleA guided plan for US residents. Answer a few questions for suggested documents, record your people, assets and trust decisions, then print or download a review packet marked not for signing. It keeps nothing in the browser — save a progress file to pick up later.Start a plan

What happens to what you type

Nothing leaves your device. The eight tools above run entirely in this browser: there is no account, no upload, no sync, and no server that could hold your information even if someone asked it to. They also carry no advertising and no analytics at all — unusually for this site, that is switched off for these pages specifically, because of what people type into them.

Nothing is saved until you ask for it. Every tool starts in memory only, so closing the tab discards what is on screen. If you tick “Save on this device”, it is kept in this browser’s own storage and stays there until you clear it — and anyone who can use this browser profile could read it. Files you download are yours to look after, and they remain on your device after browser data is cleared.

Heiravelle works differently in one respect. It never saves your answers in browser storage: they exist only in the open page, and refreshing or closing it clears them. To continue later you save a progress file, which holds everything you entered in plain text, so keep it somewhere private.

The seven worksheets each have a “Clear this tool” control and a separate “Delete all saved estate data”, which says exactly what it removes. Heiravelle has nothing to delete, because it stores none of your answers.

What none of these tools will do

A worksheet is not a plan, and a checklist is not protection. What these do is make the conversation with a qualified professional shorter, better prepared and cheaper — and make it far more likely that the people who have to act can find what they need.

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