Protect What You've Built.
Seniors who failed to prepare for eternity lose their homes, savings and legacies to the state.
We help you get prepared — and we rescue what others have lost.
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Welcome from the President
Let's Get Started
The Nature of Deception
Why Heritage Rescue?
Real value you can see, feel, and measure — organized by what matters most.
What brings you here
Save Thousands of Dollars
Pre-populate your essential documents before ever setting foot in an attorney's office. What typically costs $1,900–$5,500 in legal fees, you can start for $100/year.
Be Prepared Before Talking to an Attorney
Walk into any legal meeting with your information organized, your wishes documented, and your questions ready. Preparation means lower bills and better outcomes.
What you experience
Easy Information Gathering & Storage
Simple checklists walk you through everything step by step. Your answers auto-populate five essential legal documents — no jargon, no confusion.
Education & Guidance
Understand what you need and why — from wills and trusts to powers of attorney. We explain everything in plain language so you can make informed decisions.
Why you stay
Secure Document Storage
Your completed documents are stored safely and accessible whenever you need them — no more hunting through file cabinets or worrying about lost paperwork.
Regular Document Reviews
Life changes — marriages, births, moves, health events. We prompt you to review and update your documents so they always reflect your current wishes.
Extra benefits
Family Connection & Communication
Share access with family members, executors, or trusted contacts through our secure Trusted Access system. Everyone stays informed — on your terms.
Pre-Qualified Professional Directory
When you need expert help, choose from our vetted network of elder law attorneys, financial planners, and estate specialists — no guesswork required.
How It Works
Three simple steps to protect your legacy — no attorney needed to get started.
Fill Out Your Checklists
Answer simple questions about your personal info, finances, and wishes. This is the work that saves you thousands.
Documents Auto-Populate
Your answers automatically fill in your Will, Living Trust, POA, Healthcare Directive & Financial Snapshot.
Save, Print & Protect
Print your documents for signing, store them securely, and get reminders to keep everything current.
Free to start. No credit card required.
Our Two Pillars
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.
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