Not yet. However, it’s our intention to expand the availability of our service.
The simple answer is everyone who understands the importance of estate planning and the need to reduce the stress on their loved ones.
Absolutely not. You control which documents you store and it’s entirely your choice which ones you consider vital for your Legacy Contact.
Yes, you can create an account and upload documents from your mobile phone or tablet.
Definitely. You can preview your documents and/or download them from your dashboard.
Heirloom Safe is a single solution that provides a secure encrypted digital vault for your estate planning documents and, in your hour of need, delivers automated access to whomever you designate.
Our mission is to provide peace of mind for you and your loved ones. The Heirloom Safe dashboard gives you the tools to securely store digital copies of your most important documents like a copy of your Will or Trust. The dashboard acts as a guide to show gaps you may have in your estate planning.
No, you do not need to consult an attorney to use our service. However, we do not provide professional services (medical, legal, healthcare, financial). We suggest you consult professionals for your estate planning documents.
To protect your account information, Heirloom Safe uses 2-Step Verification. If you don’t use a social media account (e.g. Facebook, Google) to sign in and you opt for email or mobile, we send you a unique session code that is used to verify that you each time you sign in.
Read more about 2-step verification (aka Multi-factor Authorization) here: https://heirloomsafe.net/security
Click on the Password Reminder button. You will receive an email with a link to update your password. Simply enter your new password.
When you first sign up you enter your profile details (these can be edited later). After that, you can begin storing your documents.
Don’t worry, we have you covered. Click the “Forgot Password” button on the login page. Enter the email you used when you signed up and click the “Email me the password reset instructions.” You’ll receive an email to reset your password.
You should receive a confirmation email within a minute. CONFIRM THIS). If you don’t see one, please check your spam folder.
If you’re still unable to locate the confirmation email, Heirloom Safe will send you a new confirmation email. Simply sign in again using the username and password you originally used when you created your account.
If you continue to have issues, use our contact form at https://heirloomsafe.net/contact-us and one of our customer service representatives will respond via email within 24 hours.
Essentially, the system is based on confirming you’re still present and accounted for.
To prevent giving Legacy Contacts premature, unauthorized access to the estate planning documents you have uploaded, Heirloom Safe has built a messaging confirmation process to confirm your incapacitation or passing. A series of emails or SMS messages (your choice) are sent to you, and you simply need to respond to say you’re still present and accounted for.
Under accounts in your dashboard, we have created three messaging scenarios. Under “Confirm you’re still present and accounted for”, there are three options. Simply choose one of them to indicate the intervals when we send an automated message to you:
1) Frequently
2) Occasionally
3) Seldom
Frequently Option
Message Intervals:
Message 1: Once per month
Message 2: Two weeks later
Message 3: One week later
Message 4: One day later
At any point when you respond with a YES, the entire messaging system will reset and start over.
Frequently means that you will receive a message once per month that says “Hi, it’s Heirloom Safe. This is our monthly check-in to make sure you’re still present and accounted for.” Please respond with a YES.
If we don’t receive a YES, two weeks later a message that says “Hi, it’s Heirloom Safe, we didn’t receive a YES confirmation two weeks ago. Are you okay?” Please respond with a YES to confirm you’re present and accounted for.
If after the second message, we don’t receive a YES, we will send a third message one week later that says “Hi, it’s Heirloom Safe, we didn’t receive a YES confirmation from you one week ago. Is everything all right?” Please respond with a YES to confirm you’re present and accounted for.
If after the third message, we don’t receive a YES, we will send a fourth and final message the next day that says, “Hi, it’s Heirloom Safe, we’ve sent you three prior messages to confirm you’re still present and accounted for. This is our last attempt to contact you. If you don’t respond with a YES, we’ll assume that you’re no longer able to respond and we’ll notify your Legacy Contact that they may now access your files in their dashboard.”
At any point when you respond with a YES, the entire messaging system will reset to the message one interval and start over.
Occasionally Option
Message Intervals:
Message 1: Once every 6 months
Message 2: One month later
Message 3: One week later
Message 4: One day later
At any point when you respond with a YES, the entire messaging system will reset to the message one interval and start over.
Occasionally means that you will receive a message once every six months that says “Hi, it’s Heirloom Safe. This is our six-month check-in to make sure you’re still present and accounted for.” Please respond with a YES.
If we don’t receive a YES, one month later a message that says “Hi, it’s Heirloom Safe, we didn’t receive a YES confirmation one month ago. Are you healthy and happy?” Respond with a YES to confirm you’re present and accounted for.
If after the second message, we don’t receive a YES, we will send a third message one week later that says “Hi, it’s Heirloom Safe, we didn’t receive a YES confirmation from you one month ago. Is everything all right?” Respond with a YES to confirm you’re present and accounted for.
If after the third message, we don’t receive a YES, we will send a fourth and final message the next day that says, “Hi, it’s Heirloom Safe, we’ve sent you three prior messages to confirm you’re still present and accounted for. This is our last attempt to contact you. If you don’t respond with a YES, we’ll assume that you’re no longer able to respond and we’ll notify your Legacy Contact that they may now access your files in their dashboard.”
Seldom Option
Message Intervals:
Message 1: Once every 12 months
Message 2: Six months later
Message 3: One week later
Message 4: One day later
At any point when you respond with a YES, the entire messaging system will reset and start over.
Occasionally means that you will receive a message once every 12 months that says “Hi, it’s Heirloom Safe. This is our twelve-month check-in to make sure you’re still present and accounted for.” Respond with a YES.
If we don’t receive a YES, six months later a message that says “Hi, it’s Heirloom Safe, we didn’t receive a YES confirmation six months ago. Are you healthy and happy?” Respond with a YES to confirm you’re present and accounted for.
If after the second message, we don’t receive a YES, we will send a third message one week later that says “Hi, it’s Heirloom Safe, we didn’t receive a YES confirmation from you one week ago. Is everything all right?” Respond with a YES to confirm you’re present and accounted for.
If after the third message, we don’t receive a YES, we will send a fourth and final message the next day that says, “Hi, it’s Heirloom Safe, we’ve sent you three prior messages to confirm you’re still present and accounted for. This is our last attempt to contact you. If you don’t respond with a YES, we’ll assume that you’re no longer able to respond and we’ll notify your Legacy Contact that they may now access your files in their dashboard.”
Yes. In their dashboard, they can click on the button that says, “Report an Incapacitation or Death”. This will trigger the following series of messages to the Primary Contact:
Message Intervals:
Message 1: Three days
Message 2: Two days later
Message 3: One day later
At any point when the Primary Contact responds with a YES, the Legacy Contact will receive a message that The Primary Contact is present and accounted for. Therefore. access to their files is denied. The entire messaging system will reset and start over.
The first message will be sent three days after the Legacy Contact makes the report. The Primary contact will receive a message that says “Hi, it’s Heirloom Safe. Your Legacy Contact reports that you are incapacitated or have passed. Are you still present and accounted for? Please respond with a YES.”
If we don’t receive a YES, two days later a message that says “Hi, it’s Heirloom Safe, we didn’t receive a YES confirmation two days ago. Are you okay?” Please respond with a YES to confirm you’re present and accounted for.
If after the second message, we don’t receive a YES, we will send a third and final message one day later that says “Hi, it’s Heirloom Safe, we didn’t receive a YES confirmation from one day ago. Is everything all right?” Please respond with a YES to confirm you’re present and accounted for.
If after the third and final message, we don’t receive a YES, we’ll assume that you’re no longer able to respond and we’ll notify your Legacy Contact that they may now access your files in their dashboard.
At any point when you respond with a YES, the entire messaging system will reset to the message one interval and start over.
In your dashboard, click on settings. There, you will be able to assign your Legacy Contact and provide their details (email address, mobile number etc.). You must agree that they will receive an email notification stating that you have named them as your Legacy Contact. The email they receive will also supply an invitation to create a Free Heirloom Safe account. Once the Legacy Contact has created their account, they do not have to take any further action.
When your incapacitation or death is confirmed, your Legacy Contact will receive a notification telling them to simply log in to their dashboard to view your documents.
You simply need to click on the link you received from Heirloom Safe. Create a free account. Then, you’ll have access to your own dashboard. When a death or incapacitation is confirmed, you’ll receive an email notification that the documents belonging to Primary Contact who named you as their Legacy Contact can now be viewed in your dashboard.
Your dashboard also gives you the ability report a death or incapacitation. Once Heirloom Safe has confirmed your report, you will receive a notification that the documents belonging to the person who named you as their Legacy Contact can now be viewed in your dashboard.
Legacy contacts can add their own documents in their dashboard or upgrade their account to take advantage of all the premium features.
A Legacy Contact is the term we use to identify the person a Primary Contact deems to access their files upon their incapacitation or death.
The person who creates an Heirloom Safe Account is considered a Primary Contact. Primary Contacts create a Legacy Contact under the Contacts section in their dashboard.
Two-step verification is a security feature that helps protect your online accounts from unauthorized access and to authenticate that you, and not someone else, are logging in. It is often used for email, social media accounts, and many other services.
Heirloom Safe has implemented two-step verification. You can use a social media account like Facebook to sign in or you can enter an email address or mobile phone number (SMS messaging) that will receive a unique code each time you sign in. Heirloom Safe will prompt you for the code. Simply enter it to access your account.
NOTE: If you choose email as the method to receive your code, always check your SPAM folder if you don’t see the code in your primary email account.
Read a more detailed description of our security measures at https://heirloomsafe.net/security.
Our unique automated notification system gives your Legacy Contact access to read-only (meaning unalterable) views of your documents in their dashboard. When your Legacy Contact decides that there is no further need to view your documents, they can simply email support@heirloomsafe.net and request that your documents are deleted from the system and erasure will occur within 24 hours.
If you have a Free account, it will remain active for one week after cancellation. This allows you time to download your documents and/or the opportunity to change your mind and keep your account active by clicking the Reactivate Account button in your dashboard. If, after one week, you do not choose to remain an Heirloom Safe account holder, all your data and documents will be erased within 24 hours.
If you have a Premium subscription, it will remain active until the end of your payment period whether it’s a monthly or annual subscription. After that, we provide a one-week grace period allowing subscribers an opportunity to download their documents and/or change their minds by clicking on the Reactivate button in the dashboard. If, after one week, the account is not reactivated, all data and documents will be erased within 24 hours.
Only you will have access to your documents. When Heirloom Safe confirms that you are incapacitated or have passed, your Legacy Contact will be able to view your documents in their dashboard. They will not be able to alter them. They will only be able to read them.
Heirloom Safe recognizes that protecting your documents is of paramount concern. We have implemented security technology used by banks since you’re entrusting us with some of your most vital information.
Encryption secures your data in transit and at rest. In transit means when you upload a file it’s encrypted during the transmission process. Data at rest means that your documents are encrypted when stored. We have also fortified the sign-in process with two-step verification.
Read a more detailed description of our security measures at https://heirloomsafe.net/security.
If you read an article that you feel is missing an important point or contains an error, please submit your comments and suggestions through our Contact form here: https://heirloomsafe.net/contact-us
No, all Heirloom Safe content is owned and copyrighted for the exclusive use of Heirloom Safe.
We intend to expand our offering with special guest experts in various fields. The articles on the Heirloom Safe website are thoroughly researched and written to provide information to our readers. However, please note that the information presented on this website is not intended to be used as legal or financial advice, and should not be considered as such. The content provided is for informational purposes only and is not a substitute for professional legal or financial advice.
We strongly advise our readers to consult with a licensed professional regarding their specific legal or financial situation or concern. The information on this website may not be comprehensive, accurate or up-to-date, and laws, regulations, and financial products may vary by jurisdiction or change over time. Heirloom Safe does not accept any liability for any loss or damage incurred by readers who rely on the information provided on this website.
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Robert Blumenfeld is the founder of Heirloom Safe. Like many of us, Robert experienced a preflight panic prior to an overseas flight. Should a disaster occur, he realized his Will was not up to date and no one knew where to find his estate planning documents.
Those distressing moments inspired Robert to create Heirloom Safe, a solution for himself and millions of us who need a central digital vault that automatically shares your most vital documents id you become incapacitated or pass away.
For the foreseeable future, Heirloom Safe will be available in English only. However, based on demand, we will review the possibility of multilingual access.
Use our contact form here https://heirloomsafe.net/contact-us to submit your questions or comments. One of our customer service agents will respond via email within 24 hours.
Our service is focused on the United States and will expand to English-speaking countries in the coming months.
Heirloom Safe’s revenue is derived from Premium paid subscriptions to the service.
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