Start Here
5 min read
4 steps

Getting Started with Heirvana

Everything you need to go from sign-up to a working estate plan in your first session.

1

Create Your Account

Head to the Heirvana homepage and click "Get Started" or "Sign Up". You'll be prompted to enter your name and email address. A verification link is sent to your inbox โ€” click it to activate your account.

heirvana.com

Welcome to Heirvana

Modern estate planning for the digital generation.

your@email.com
Create Free Account โ†’
No credit card required to sign up
Check your spam folder if you don't see the verification email
2

Choose Your Plan

After verifying your email, you'll be directed to the pricing page. There are four options: a free Starter plan, the one-time Complete Bundle ($137), the Vault & Docs subscription ($49/mo), and a Family plan ($79/mo). Start free and upgrade when you're ready.

Choose your plan

Starter

Free

Best Value

Bundle

$137

Most Popular

Vault & Docs

$49/mo

Family

$79/mo

Annual billing saves 20% on subscription plans
You can upgrade or downgrade at any time
3

Explore Your Dashboard

Once logged in, your dashboard is your command center. The left sidebar (or bottom tabs on mobile) gives you access to Documents, Vault, Beneficiaries, Trusted Contacts, and Settings. The Overview page shows your estate progress, recent documents, and estate value chart.

app.heirvana.com/dashboard
Overview
Documents
Vault
Beneficiaries
Contacts
Settings

Welcome back! ๐Ÿ‘‹

3

Documents

1

Completed

5

Vault Items

Estate Value Chart

On mobile, use the bottom tab bar to navigate
Pull down to refresh your dashboard on mobile
4

Talk with Chloe (Optional)

Chloe is your AI voice guide. From the dashboard, tap "Talk with Chloe" to start a conversation. She'll walk you through your estate plan step-by-step in plain English โ€” no legal jargon. This is the easiest way to get started for most people.

app.heirvana.com/dashboard

Talk with Chloe

AI-guided document creation ยท Beta

"Hi! I'm Chloe. Let's start with your will โ€” do you have a spouse or partner?"

"Yes, my wife Sarah."

Chloe is currently in Beta โ€” conversations are saved to your document drafts
You can switch between voice and manual at any time

You're ready!

Once your account is set up, the next step is creating your first estate document. Head to the Documents guide to get started.