Keep the story together
Bring family records and important information into one secure place, organized around the people and details that matter.
Family recordsA steadier foundation for what comes next
Build a stronger legacy.Keep what matters protected.
One U.S.-focused place for family records, planning, and financial guidance—organized around what you want to carry forward.
Carry it forward
The Heirhold approach
A legacy is made of many things.
Heirhold brings family records, personal planning, and financial support into one connected service—so the pieces of your family’s future are easier to see together.
Make room for clear decisions
Living wills and trusts sit alongside AI-assisted organization and guidance, helping families make sense of the work ahead.
Planning & guidanceProtect what you are building
Life insurance and strong encryption help support the plans you make and safeguard sensitive family information.
ProtectionStrengthen the next chapter
Investing, credit restoration, and family-office support bring more of a family’s financial picture into view.
Financial supportBuilt around care
Your family’s information deserves thoughtful protection.
Strong encryption helps safeguard sensitive family information, while AI-assisted organization can help bring important records and plans into clearer order.
Start with what matters to your family. Choose a level of tools and support that fits.
Support that fits
Your family’s next chapter is your own.
Tiered service plans give families room to choose the tools and support that fit their needs, from organized records to broader family-office support.
Begin with a conversation
Build something worth passing on.
Tell us what you want to keep close and protect. We would be glad to hear what matters to your family.