Our Core Features
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 vault with the ability to manage updates anytime.
Keep your family informed – Heirloom Safe will notify your Legacy Contact upon your incapacitation or passing to provide secure access to your Will and personal documents.
Membership – We offer Free, Monthly, and Annual subscriptions with easy automated credit card payments.
Low fees – A Premium Heirloom Safe subscription is $4.99/month or $48.00/year. This provides secure online document storage of your Will or Trust and a host of other vital documents.
Dedicated Support Team – Our support team is available by email to help you from Monday - Saturday 8:30 am – 5:00 pm Pacific Time and will respond within 24 hours.
How It Works
Your Heirloom Safe Subscription in 4 Simple Steps :
- Upload your Will, Living Trust, and other vital documents through your secure dashboard
- Designate a Legacy Contact to view your documents upon confirmation of your incapacitation or passing.
- After confirmation, we email your Legacy Contact giving them access to your documents in their dashboard.
- Receive annual reminders to update your Will and/or other documents and personal details