HEIRPLAN

Owner

Goods & Services

Providing information in the field of estate planning for assessing an individual’s or family’s existing estate plan, identifying gaps or risk factors in estate planning coverage, generating a numerical estate-planning readiness score, and providing educational content and personalized recommendations relating to estate planning

Software as a service (SAAS) services featuring software for assessing an individual's or family's arrangements for the protection, transfer, and management of personal property and possessions in the event of death or incapacity; Software as a service (SAAS) services featuring software for identifying gaps or risk factors in an individual’s or family’s plan for protecting their ownership interests and possessions; providing an online, non-downloadable platform for securely storing and organizing documents related to the protection and transfer of personal property and possessions