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Why Choose Us

Your Most Valuable Assets in one Secure Dashboard

Our Core Features

When you can’t predict the future, plan for it
Give Your Loved Ones 24/7 Access to Your Most Important Documents

  • Secure and Safe – Data Security is our #1 priority. We keep your most important and private documents securely encrypted for ultimate protection.
  • Store and Manage – Our dashboard allows you to store your will, living trust, estate plan and personal documents in a safe, convenient online vault as well as the ability to manage updates anytime.
  • Keep your family informed – Heirloom Safe will notify your Executor and/or Representatives upon your passing and allow them to securely access your Will and personal documents online.
  • Membership – We offer a monthly or annual subscription with easy automated credit card payments via Recharge Payments.
  • Low fees – Heirloom Safe subscription starts at $1.99/month for the base membership - this provides secure online will or living trust storage and notification to your executor and representatives.
  • Dedicated Support Team – Our virtual assistant service team is standing by to help you with any general questions, security questions, billing questions:  Monday - Saturday 8:30am - 5:00pm PST.
How it works

Your Heirloom Safe Membership in 5 Simple Steps :

  1. You upload your Will or Living trust to the secure online database.

  2. You create representatives to be notified in the event of your passing.

  3. We check public records for notification of your passing.

  4. We send an email to your Executor and Representaives notifying them of your passing.
    • The Executor will then follow steps in the email to Login to Heirloom Safe where they can complete security questions to download a copy of your Will.

    • Or if you provided them with their secure login details prior, they can access your will anytime, Aeer your passing has been confirmed through public records.

  5. Receive Annual reminders to update to your Will.

Become a Member of Heirloom safe today.

MEMBERSHIP

Our subscription plans

FREE

  • - Includes Personal  Document management

...

  • - Includes Personal  Document management

Sign Up
PREMIUM
$4.99

  • - Includes secure online Digital Storage of your Will or Living Trust

    - Automated notification to your representatives upon your passing

    - Secure login for representatives to access your will upon your passing

    - Annual reminders to update your Will.

...

  • - Includes secure online Digital Storage of your Will or Living Trust

    - Automated notification to your representatives upon your passing

    - Secure login for representatives to access your will upon your passing

    - Annual reminders to update your Will.

Sign Up

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Don't Become a Statistic

Plan and Secure Your Estate Now!

46%

Americans Without a Will

Source: Gallup, 2021

55%

Americans who Pass Away Without A Will (Intestate)

Source: American Bar Association

40%

#1 Reason Cited for Having No Will: Procrastination

Source: Caring.com

33%

#2 Reason Cited for Having No Will: Too Few Assets

Source: Caring.com