Our Founder
Our founder and CEO has practiced law for 51 years. He graduated from George Washington University Law School in 1972 (with Honors), and practiced law for all of his adult life, having only recently semi-retired. He was an Army JAG lawyer, worked as an attorney for the Federal Government, and then in large, prestigious law firms, going from Associate to Partner, before opening his own private practice. He served as a Member and then Chairman of the State Bar’s Committee of Bar Examiners in his home state. During some of those years, he also worked as a fully sworn police officer, reaching the rank of Lieutenant.
We Provide Secure Digital Storage for your Pre-Planning Answers and for Your Important Papers
Every day countless people die and their relatives have no idea if they had a Will or where it might be found. And if they do find a Will or Trust, how do they know if it’s the latest one?
And in many cases, their families have no idea what their wishes were. They always knew they needed to ask so many questions, but it was too difficult a conversation, and there never was a good time. And now they're gone and the answers remain unknown.
But if you opened an account on Family And Heirs and answered our confidential questionnaire, your relatives will immediately learn where your current Will or Trust can be located. And if you've uploaded your Will or Trust, along with your other important papers, they'll have immediate access. You know you need this service, but you may think you don't need it yet. You think you've got plenty of time left before you need to turn your attention to such matters. Hopefully, this may be true for you, but for many “that day” will come unexpectedly. Give yourself, and your family, peace of mind by opening an account – it's only $49 – and completing our comprehensive Pre-Planning Questionnaire, and uploading those documents your family will need to access very quickly when you're gone.
Whether you have a Will or not, your family will need to know about the mortgage or the name of the landlord and when the payment is due; where you have bank and stock accounts; what insurance is in place; whether you have a public storage space, a Post Office Box, or a safe-deposit box at the bank. Is there a car payment due? What kind of funeral do you want? Any special thoughts for any special people? What happens to your pets? Who needs to be notified? We ask all these questions, and many more, in our online Pre-Planning Questionnaire, and you can update your answers as often as necessary.
Family And Heirs is not competing with lawyers who write Wills and Trusts. We actually are a great resource for them. We don’t write Wills or Trusts or practice Estate or Probate law. In fact, a law firm that wrote a Will or Trust for a client 15-20 years earlier might first learn of that client’s passing when a family member logs in to their relative's account on Family And Heirs and learns the law firm’s name.
How Our Service Works
For Lawyers and Funeral Directors
We Totally Respect Your Privacy
The information you place on our site will not be given out by us to anyone. If you read our Privacy Policy, it begins, “We will not sell, lend, give, or share your private information with anyone for any reason.” Your information will be known only to those to whom you give your “Read-Only” password.
Our Web Servers Provide You With Security
We are using the most secure web servers we can find. We are hosted on managed, dedicated servers that are highly secure. All your data is encrypted using the latest technology and is retained in our secure digital storage. Our entire site is backed-up regularly at a very secure site distant from the server.
We Provide You with Two Passwords
Each of our clients is given two secure passwords to their private, secure digital storage area on Family And Heirs: An “Account” password that allows full access to your account and to all your information, and a second “Read-Only” password that you can give to trusted family members, who will be able to view, but not modify, any of your information. Family And Heirs personnel do not have access to any of your private information, and can't even see your account passwords.
