Policies

Terms, refunds & disclaimer

What you're buying

The Heirloom Office Toolkit is a one-time digital purchase: a downloadable ZIP of templates, spreadsheets, and written guides (Word, Excel, PDF, and Notion-ready Markdown). You get permanent personal use for your own family, plus free updates to the v1 templates.

Checkout and sales tax

Payments are processed securely by Stripe. Stripe acts as the seller of record for these orders and handles any applicable sales tax or VAT, which is shown at checkout.

30-day refund

If the toolkit isn't right for your family, ask within 30 days of purchase for a full refund — reply to your receipt email or use the support address on it. No forms, no hard feelings.

How you can use the files

Use, edit, and print the templates as much as you like for your own family. Please don't resell, share publicly, or redistribute the files. Advisors who want to use them with clients can ask about a professional license.

Educational only

Heirloom Office provides general educational templates and lessons. It is not a law firm, accounting firm, registered investment adviser, broker-dealer, or insurance agency, and nothing in the toolkit is legal, tax, or investment advice. Sample families and companies are fictional. Talk with licensed professionals about your specific situation.

Last updated October 17, 2026.