heirloomEARLY PREVIEW

Bring your portfolio, your people, and your wishes together. Build a future they can grow into.

Create a trust Explore the sample workspace ↗

Your people. Your portfolio.
One lasting legacy.

Your wishes.
The source of truth.

Keep the portfolio, the people, and the plan in one clear view. Set the rules today, so the people you love can understand tomorrow.

Understand the vault

A CLEAR VIEW OF WHAT COMES NEXT

A legacy you can see.
A plan they can follow.

E Emma’s tomorrow Scheduled
A LITTLE HEAD START, FROM ME TO YOU.
$25,000.00
Illustrative portfolio value3 assets
18th birthday25% of portfolio
21st birthday25% of portfolio
25th birthday50% of portfolio
Open sample trust

Illustrative vault · sample values · no funds held

Trust, made explicit. Guardian permissions are designed to be bounded. The production contracts must enforce every rule.

Read the boundaries

SMALL STEPS. LASTING INTENTIONS.

From “one day” to day one.

01 / Create

A first investment in their future. Choose a portfolio and name the person it’s for.

THE BEGINNING
Something to grow.
Stock Token basket100%
Illustrative allocation
02 / Protect

Make room for life’s milestones. Set dates, allowances, and people who can help.

THE PLAN
18th birthday25%
21st birthday25%
25th birthday50%
03 / Pass on

Leave more than a portfolio. Add a letter that tells them why you started.

A LETTER FOR YOUR TOMORROW

Dear Emma,
This is for the life you’ll build.
Make it wonderfully yours.

With love, always.

A little thought today.
A lot taken care of tomorrow.

One place for the details that matter.

PortfolioA foundation to build on

Eligible Stock Tokens and ETFs, with a clear allocation.

VestingThe right time, written in

Cliffs and scheduled releases shaped around your intentions.

HeartbeatA plan that carries on

Configurable check-ins for your succession instructions.

GuardiansA helping hand, with limits

Named oversight for pauses and milestone approvals.

Vault termsA deliberate commitment

Choose revocable or irrevocable terms, with clear acknowledgement.

A personal letterThe part only you can write

Give the portfolio a story, in your own words.

BUILT FOR THE LONG VIEW

Start with a vault. Grow into generations.

Explore the roadmap

YOUR FAMILY’S BIGGER PICTURE

Everything you’re
building for them.

See your trusts, upcoming milestones, and the people at the heart of each one. A quiet place to keep a long-term promise.

Explore the app
WORKSPACE / OVERVIEWSAMPLE WORKSPACE

For all their tomorrows.

Good intentions, with a plan behind them.

Portfolio value$25,000.00
Trust vaults1
Next milestone18th birthday
E Emma’s tomorrowScheduled
Illustrative chart · not investment performanceView trust

SOMETHING THEY’LL CARRY FORWARD.

The best time to start
a legacy is today.

Create your first trust

Explore the demo. Imagine the possibilities.