Heiritance is a simple way to write down where things are — accounts, contacts, important papers — so your family knows exactly where to look.
No passwords. No sensitive data. Just simple notes that say "here's where to find it."
Banks, retirement, insurance, subscriptions — and where you keep the login info.
The people who can help — your attorney, financial advisor, employer, or a trusted friend.
Where to find the will, the titles, the certificates — the paperwork that matters.
No complicated setup. No subscription. Just a quiet place to keep track of what your family will need.
Add one thing today. Add more when you think of them. There's no rush.
New account? New advisor? Takes two minutes to add.
Give someone you trust access, or print a copy to keep somewhere safe.
We'll never ask for passwords, account numbers, or anything sensitive. You just tell us where things are — "password is in 1Password" or "will is in the fireproof safe." The secrets stay with you.
It takes a few minutes now. It saves your family hours of stress later.