Our Services

When you open an account you'll get access to our comprehensive Pre-Planning Questionnaire, where you can provide your family and heirs with your instructions and wishes. We've got dozens of questions and you can choose to answer some or all of them.

And we will provide you with your private Secure Digital Storage Area, where your answers to our Pre-Planning questions and your uploaded important papers, such as your Will or Trust, your Deed or Lease, your Marriage Certificate, and the other vital documents your family will need, are all securely maintained.

Your family will be able to access all your answers and your documents using our special “Read-Only” password.  You'll choose which trusted family members will get your Read-Only password, and with it they will be able to view everything, but will not be able to add, delete, or change anything.

Why You Need Us

Your answers to our questionnaire, and the documents you upload, can be changed by you at any time, and as often as you wish.

Perhaps you want to change your chosen pallbearers, or add a new hymn to your service, or upload a new special picture of you with your children and grandchildren. 

Maybe you are strong and fit, and you don't see yourself checking-out anytime soon, so you think you can put off opening an account at Family And Heirs. But, you know, some people do die suddenly, and their families are left in a “world of hurt” if there has been no planning. Opening an account is only $49, a very inexpensive price for your, and your family's, peace of mind. 

Most of your family's questions are not answered in your Will or Trust. Our Questionnaire allows you to leave your family the answers to the many questions they should have asked, but never did, and now need to know. 

Why You Need Us

Your answers to our questionnaire, and the documents you upload, can be changed by you at any time, and as often as you wish.

Perhaps you want to change your chosen pallbearers, or add a new hymn to your service, or upload a new special picture of you with your children and grandchildren. 

Maybe you are strong and fit, and you don't see yourself checking-out anytime soon, so you think you can put off opening an account at Family And Heirs. But, you know, some people do die suddenly, and their families are left in a “world of hurt” if there has been no planning. Opening an account is only $49, a very inexpensive price for your, and your family's, peace of mind. 

Most of your family's questions are not answered in your Will or Trust. Our Questionnaire allows you to leave your family the answers to the many questions they should have asked, but never did, and now need to know. 

For only $49, you can open an account on Family And Heirs, where they will be able to learn your answers to the numerous questions they will have when you’re gone and have immediate access to your Will or Trust and your other important papers.

We provide you with a password protected secure encrypted storage area where you can upload your Will or Trust (if you choose), and your other important documents and photos. You can provide the answers to the many questions your family will have, such as what kind of funeral or Celebration of Life do you want? Do you want to be buried or cremated? If buried, do you have a purchased plot at a cemetery, and what kind of coffin do you want? If cremated, do you wish for the ashes to be kept or scattered someplace special? What church, what Pastor or Priest? Any special hymns or songs? When is your mortgage or rent payment due and to whom? Who do you want to take care of your dogs and cats?

Where are your bank and stock accounts? What insurance do you have? Who owes you money? There are many, many questions that you can answer for those who remain, and we provide a long list of questions you can answer when you sign up. Your family and heirs will need to see other important papers, beyond your Will or Trust, like your Birth Certificate, Your Marriage Certificate (and perhaps Divorce papers), deeds, leases, passport, naturalization papers, special photographs, or whatever is important to you or to them.  We won't do any auto renewals.  We believe that paying our modest subscription fee each year requires you to sign-in on our site at least once a year and keep your information up-to-date.  For more information, see our Blog “What is Pre-Planning? What is a Pre-Planning Questionnaire?

Family And Heirs uses the most secure web servers in the business. Your private information will be kept in our password-protected encrypted secure digital storage area. We use only the best, most secure servers. We back up everything regularly to an off-site server located far from our primary server. Our server is monitored around the clock against hacking.


We do not sell any of your information to anyone. We do not share any of your information with anyone. We cannot even view your private information. We respect and preserve your confidentiality.