01
Start Here
Where your scorecard stage should begin, a 30-day setup plan, and how to use every file.
Word · Notion
The Heirloom Office Toolkit
Run your family like a family office — without the $100 million.
One organized system for what you own, how you decide, and how you prepare the next generation. Eight modules of templates, examples, and short guides you can start this afternoon.
One-time purchase · Word, Excel/Google Sheets, PDF, and Notion
The problem
Your family already has a family office. It lives in your head.
Wealthy families pay a staff to keep track of assets, coordinate advisors, set family rules, and prepare heirs. Everyone else does those same jobs from memory — and when something happens, the family is left searching for paperwork and guessing at wishes.
The damage is rarely a bad investment. It's silence, scattered documents, and conflict nobody saw coming.
What's inside
Eight modules. One system.
Every template comes filled in with a sample family — the fictional Riveras of Seattle — so you never start from a blank page.
02
Family Constitution
Fill-in-the-blank constitution, a values worksheet, a decision-rights matrix, and three example families.
Word · Notion
03
Family Meeting System
A yearly calendar, reusable agendas, minutes, and a kids' version for ages 5–18.
Word · Notion · PDF
04
Asset & Document Map
Every account, policy, deed, and document location in one place, with a beneficiary check that flags gaps.
Excel · Google Sheets
05
Family Bank
Gift and loan rules, a loan ledger with amortization schedules, an opportunity fund, and request forms.
Excel · Google Sheets · Notion
06
Next-Gen Education
An age-by-age money curriculum, an earn-save-give tracker, and scripts for milestone conversations.
Word · Notion
07
Advisor Team
Who you need and when, how to verify credentials for free, interview questions, and one coordination call a year.
Word · Notion
08
Family Office Playbook
Your family office on one page, plus a two-hour annual review that keeps it current.
Word · Notion
Who it's for
Families who've built something worth organizing
- You have real assets — a home, retirement accounts, maybe a business or a rental — and want them organized and protected.
- You want your kids prepared, not surprised.
- You've wondered, "If something happened to me, would my family know what to do?"
Not for: anyone looking for investment picks, insurance products, or legal documents. We don't sell those.
How it works
Four steps, then once a year
- Find your stage. The free Readiness Scorecard tells you where to begin.
- Start with one module. Start Here routes you to the right first step.
- Hold your first family money meeting. The agenda is ready to print.
- Review once a year. The Playbook's checklist takes about two hours.
Get the toolkit
Buy it once. Keep it for generations.
Founding families
Heirloom Office Toolkit
$59 one-time $79
- All 8 modules — Word, Excel/Google Sheets, PDF, and Notion
- Filled-in Rivera family example in every module
- Free updates to v1 templates
- 30-day refund if it isn't a fit
Secure checkout by Stripe. Instant download.
Why trust us
Education, not a sales pitch
- No insurance, no investment management, no commissions — the toolkit is the only product.
- Built on the structure larger family offices use, translated into plain English.
- Every legal or tax touchpoint points you to a licensed professional.
Questions
Frequently asked
Is this legal, tax, or investment advice?
No. It's an educational organizing system. Bring the relevant pages to your attorney, CPA, or advisor — it tends to make those meetings faster and less expensive.
Do I need Notion?
No. Every module works as a Word document or a spreadsheet that opens in Excel, Google Sheets, or Numbers. Notion-ready pages are included if you prefer them.
How is it delivered?
Right after checkout you'll get a download link for one ZIP file with all eight modules, and a copy by email.
What if it isn't right for us?
If the toolkit isn't a fit, contact us within 30 days of purchase — just reply to your receipt email or use the support address on it — for a full refund. See our terms.
Will it be updated?
Yes. Toolkit v1 buyers receive free updates to the v1 templates.
Do you sell investments or insurance?
No. The toolkit is the only product. We take no commissions and have no referral arrangements.