Protect What You've Built.
Rescue What's Been Lost.
We help seniors organize their affairs, protect their assets,
and rescue abandoned property to strengthen communities.
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Welcome from the President
Let's Get Started
The Nature of Deception
Our Two Pillars
We help seniors protect their life's work — and rescue the assets that have already been lost.
Get Prepared
We guide seniors through organizing their essential documents, financial records, and personal wishes — so nothing falls through the cracks and your family is never left guessing.
What you get: Interactive checklists, auto-populated essential documents (Will, Living Trust, POA, Healthcare Directive, Financial Snapshot), and timely reminders to keep everything current.
Rescuing Lost Assets
When seniors pass away without organized records, their assets — homes, savings, investments — are seized by the state through a process called escheat. We work to rescue these abandoned properties and return them to strengthen communities.
The impact: Over $49 billion in unclaimed property is currently held by state governments. Every asset we rescue is a family's legacy restored.
Our Mission
We help seniors protect their life's work by organizing essential documents, preserving their legacy, and rescuing abandoned assets that would otherwise be lost to the state — restoring them to strengthen families and communities.
Learn About Our MissionRescuing Lost Assets
Every year, billions of dollars in property, bank accounts, and investments are seized by state governments — simply because families didn't have a plan.
in unclaimed property currently held by U.S. state governments
Americans have unclaimed assets they don't even know about
preventable with proper planning and organized records
What happens when no one plans?
When a person passes away without a will, without organized records, or without anyone who knows where their assets are — banks, insurance companies, and the government step in. Accounts go dormant. Properties are abandoned. Eventually, the state takes ownership through a legal process called escheat.
These aren't just numbers — they're family homes, life savings, and inheritances that were meant for loved ones but were lost because no one knew they existed or how to claim them. Heritage Rescue exists to prevent this from happening to your family and to rescue properties that have already been lost, returning them to strengthen communities.
Your Steady Hand Through Every Transition
We believe planning shouldn't feel overwhelming. Our approach is built on clarity, compassion, and practical guidance.
Peace of Mind
Clear, actionable guidance that helps you rest easy knowing everything is in order.
Compassionate Support
We understand that transitions are personal. We're here to listen and guide with empathy.
Empowering Clarity
No confusion, no overwhelm—just straightforward steps that put you in control.
Review & Update Your Records Regularly
Life changes. Your records should change with it. Get timely reminders to review and verify your important documents — so nothing falls through the cracks.
Typical Attorney Cost
$1,900 – $5,500
for Will, Trust, POA, Directive & Snapshot
Heritage Rescue
$100 / year
all 5 documents included + annual reminders
Pre-populate your documents before meeting with an attorney — saving you thousands in legal fees.
Let's Start the Conversation
Every journey begins with a single step. Whether you're planning for tomorrow or protecting today, we're here to guide you with confidence and care.
Connect With Us Find a Professional