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.