Heir Bloom Trusts

Pass on a garden,
not a tangle.

Your complete Utah estate plan — living trust, wills, powers of attorney, healthcare directives, and HIPAA releases — built from your answers in an afternoon, previewed live, exported ready to sign. With sworn proof you understood every word.

✓ Both grantors included✓ Nothing leaves your browser ✓ Utah signing rules built in✓ Pay only when you're ready

How it works

1Answer plain questions Family, beneficiaries, who you trust. A progress bar tracks what's required, optional, or done at signing — with plain-language explainers on every hard choice.

2Preview every document Watch your trust, wills, POAs, and directives assemble live. Anything unanswered stays a visible placeholder — no surprises in the fine print.

3Export, sign, fund Download polished PDFs or Word files. Our Utah signing guide, notary booking links, and funding checklist take you the rest of the way.

Why families choose Heir Bloom

Proof of Understanding Our AI quizzes you on your own documents and produces a sworn, notarized affidavit with the full transcript — evidence of capacity that a plain notary stamp can't provide.

Private by architecture The entire builder runs in your browser. Your names, assets, and wishes are never uploaded anywhere — save your progress as a file you control.

A fraction of attorney fees A comparable attorney-drafted trust package runs $2,000–$5,000 per couple. Plans run $195–$995 — and referring three families makes yours free.

Common questions

Is this legal without a lawyer?

Yes — Utah (like every state) recognizes self-prepared estate documents that are properly signed, witnessed, and notarized. The builder bakes in Utah's execution rules and cites the statutes. We're not a law firm and this isn't legal advice; for complex estates, we'll always tell you to see an attorney.

What do I still have to do after exporting?

Sign correctly (two witnesses for wills, one disinterested witness for directives, a notary for the POA), then fund the trust — retitle your home and accounts into it. The built-in checklist walks every step.

Does this work outside Utah?

The documents follow Utah law and Utah signing rules. If you live elsewhere, the builder is still a strong drafting start, but have a local attorney confirm your state's requirements before signing.

How do I get my house into the trust?

By deed — a new deed transferring title from you to you-as-trustee, signed, notarized, and recorded with the county. Our funding checklist walks you through it, or the Deed Preparation add-on ($149 per property plus the county's recording fee) prepares and submits it for you, e-recorded where the county allows.

Where is my information stored?

On your device, and nowhere else. The builder runs entirely in your browser: nothing you type is uploaded, there are no accounts, and no analytics read your answers. Use the save button to download your data as a file you keep — load it anytime to continue or update your plan.

What if my situation is complicated?

Blended families, business ownership, estates near the federal tax threshold, special-needs beneficiaries, or property in multiple states deserve a licensed attorney — and we'll say so rather than pretend otherwise. Many families use Heir Bloom to prepare and understand a draft first, making the attorney hour far more productive.

Can I change my documents later?

Yes — a revocable trust and its companion documents can be amended any time you're alive and competent. Load your saved file, change what you need, re-export, and re-sign with the same formalities. We recommend a review every 3–5 years and after any birth, death, marriage, divorce, or move.

Do small estates skip probate anyway?

Sometimes — and we'll tell you when. In Utah, if an estate has no real property and under $100,000 of personal property, heirs can collect everything with a simple affidavit (Utah Code § 75-3-1201), no court involved. That's why our Seed plan is honest about being enough for renters and small estates. Own a home? The affidavit can't be used, and the Living Trust is what keeps your family out of probate court.

What does it cost?

Building and previewing is free. Packages run $195 (Seed — the will-based essentials) to $995 (Heirloom — everything handled, including the signing session, sworn Proof of Understanding, and deed recording).

About Heir Bloom Trusts

Heir Bloom exists because the two existing options both fail ordinary families: attorney packages price most people out at $2,000–$5,000, and bare DIY templates leave them with documents they don't understand, never sign correctly, and never fund. We built the middle path — complete Utah documents assembled from plain-language questions, execution rules and funding steps built in, and a sworn Proof of Understanding that documents you knew exactly what you signed. Heir Bloom Trusts is self-help software, not a law firm; we don't give legal advice, and for complex estates we'll be the first to tell you to hire counsel. Someone planted for you — plant for them.

Grow the garden. Pass it on.

Heir Bloom Trusts — Terms of Service

1. License. Heir Bloom Trusts grants you a personal, non-exclusive, non-transferable license to use this software to prepare estate-planning documents for yourself and your immediate household.

2. Restrictions. You agree not to copy, redistribute, resell, sublicense, publicly host, scrape, or reverse engineer this software or its document templates, in whole or in part, without prior written permission from Heir Bloom Trusts, and not to bypass or disable any technical protection measure, including unlock codes.

3. Not legal advice. This software provides self-help document templates and general information only. It is not a law firm, does not provide legal advice, and no attorney-client relationship is created. Laws vary and change; consult a licensed attorney in your state before signing anything.

4. Sign & Seal. The optional paid feature provides an AI-generated comprehension quiz, a Proof of Understanding Affidavit, and guidance and links for booking a notary. Notarial acts are performed only by licensed human notaries; Heir Bloom Trusts is not a notary and does not perform notarizations. The quiz and affidavit do not guarantee that any document is valid, enforceable, or immune from challenge.

5. Payments. Sign & Seal is included in the Heirloom package ($995) and available as a $135 add-on for other tiers. Additional seals are $10 each (Heir Bloom's preparation fee; the notary's own charge is separate) and additional affidavits $15. Unlock codes are non-transferable.

6. Disclaimer & limitation. THE SOFTWARE IS PROVIDED "AS IS" WITHOUT WARRANTY OF ANY KIND. TO THE MAXIMUM EXTENT PERMITTED BY LAW, HEIR BLOOM TRUSTS' TOTAL LIABILITY IS LIMITED TO THE AMOUNTS YOU PAID FOR THE SOFTWARE. You are solely responsible for reviewing and executing your documents correctly.

I have read and agree to the Terms of Service.

1 · Grantors required

GRANTOR 1 — FULL NAME

GRANTOR 1 DOB GRANTOR 1 PHONE

GRANTOR 2 — FULL NAME

GRANTOR 2 DOB GRANTOR 2 PHONE

GRANTORS' MAILING ADDRESS CITY, STATE ZIP

2 · Children & Distribution names required

How shares are computed

Guardian for minor children

Automatically added to the will(s) whenever a child's date of birth makes them under 18, or whenever a guardian is named here.

GUARDIAN — FULL NAME ALTERNATE GUARDIAN — FULL NAME

3 · Specific Bequests optional

Named gifts distributed before the percentage split — an heirloom, a dollar amount, a vehicle. Each gift goes into the trust's Article V and the will's personal-property provisions. If a recipient does not survive, the gift returns to the general estate.

Non-cash items above also feed the Personal Property Memorandum on the Records tab — a signable list your will already refers to.

Digital assets (for the memorandum) PASSWORD MANAGER (e.g. 1Password, Bitwarden) WHERE MASTER ACCESS IS STORED (never the password itself) DIGITAL EXECUTOR — FULL NAME (optional)

4 · Successor Fiduciaries names required

Listed in order of priority. After the two grantors, these people serve (in order) as: successor trustee of the trust, successor personal representative under each will, successor agent under each POA, and alternate health-care agent under each directive. Add a child here by name if you want them in the chain — children are no longer assumed.

5 · POA Powers elections

Choose which powers the agent receives. Selected lines are marked ( X ) in the document — the principal still initials each marked line by hand when signing.

Different elections for each grantor Grant of General Authority

Grant of Specific Authority (optional — high impact)

6 · Healthcare Choices elections

These choices mark the election lines in the Healthcare Directive — you still initial each marked line by hand when signing. Anything left as "decide later" stays blank in the document. Open what this means under each item for a plain-language explanation.

Different choices for each grantor

7 · Assets — Trust Schedule A optional

BANK 1 NAME ACCOUNT # 1

BANK 2 NAME ACCOUNT # 2

VEHICLE (YEAR, MAKE, MODEL) REAL PROPERTY — COMMON ADDRESS

8 · Venue & Dates requireddates at signing

STATE COUNTY

CITY OF EXECUTION

EXECUTION DATE — GRANTOR 1 EXECUTION DATE — GRANTOR 2

9 · Attorney optional

No attorney — self-prepared documents

ATTORNEY NAME LAW FIRM ATTORNEY ADDRESS ATTORNEY PHONE

10 · Witnesses & Notary at signing

WITNESS 1 WITNESS 2

NOTARY PUBLIC — NAME (optional; usually stamped at signing) WHERE THE SIGNED ORIGINALS WILL BE STORED

Utah signing requirements (verify before signing):
• Living Trust — no witnesses required; notarization not mandatory but standard practice (and needed to record real-property transfers).
• Pour-Over Will — testator + two witnesses who sign within a reasonable time (Utah Code § 75-2-502). No notary required; a notarized self-proving affidavit (§ 75-2-504) is optional but speeds probate.
• Healthcare Directive — one disinterested adult witness (§ 75-2a-107): not a relative, heir, beneficiary, health-care provider, or the agent. No notary required.
• Springing POA — must be signed before a notary public (§ 75A-2-105). No witnesses required.
• HIPAA Release — signature only (45 C.F.R. § 164.508); no witness or notary.
Current as of mid-2026 — statutes change; confirm before executing.

Template for drafting purposes only — not legal advice. Have a licensed attorney in your state review anything before signing.

Pass on a garden,not a tangle.

How it works

Why families choose Heir Bloom

Common questions

About Heir Bloom Trusts

Pass on a garden,
not a tangle.