Your Essential Documents.
Always Current.
Always Protected.
Create your Will, Living Trust, Power of Attorney, Healthcare Directive,
and Financial Snapshot — auto-populated from your checklists.
Plus, get timely reminders to keep everything up to date as life changes.
What You Get at Every Level
Start free. Upgrade when you're ready.
| Feature | Free (Anyone) |
Account (Free sign-up) |
Subscriber (Paid) |
|---|---|---|---|
| View all pages & educational content | ✓ | ✓ | ✓ |
| Watch educational videos | ✓ | ✓ | ✓ |
| View document examples (Will, Living Trust, POA, Healthcare Directive, Financial Snapshot) | ✓ | ✓ | ✓ |
| Fill out checklists | ✓ | ✓ | ✓ |
| Contact us & schedule meetings | ✓ | ✓ | ✓ |
| Save checklist progress | — | ✓ | ✓ |
| Member dashboard | — | ✓ | ✓ |
| Fill & customize your own Will, Living Trust, POA, Healthcare Directive & Financial Snapshot | — | — | ✓ |
| Auto-populate documents from your checklist data | — | — | ✓ |
| Print-ready documents for signing | — | — | ✓ |
| Record verification reminders | — | — | ✓ |
| Secure document storage | — | — | ✓ |
Choose Your Plan
Every plan includes full access to all 4 Essential Document templates. Select the verification cycle that matches your life stage.
Not ready to subscribe? Create a free account to browse content, save checklists, and access your personal dashboard — no charge.
Have a Free Subscription Token?
Enter your token code below to activate your free one-year subscription.
Compare the Value
See what these essential services typically cost — and what you pay with Heritage Rescue.
Typical Industry Cost
- Will Preparation $300 – $1,000
- Living Trust $1,000 – $3,000
- Power of Attorney $200 – $500
- Healthcare Directive $200 – $500
- Financial Snapshot $200 – $500
- Total $1,900 – $5,500
Heritage Rescue
- Will Preparation Included
- Living Trust Included
- Power of Attorney Included
- Healthcare Directive Included
- Financial Snapshot Included
- Total $100 / year
By organizing your records and pre-populating your documents before meeting with an attorney, you dramatically reduce the billable hours needed for review and finalization — saving you thousands in legal fees.
Choose Your Plan
Monthly
Best for end-of-life planning
- Fillable Will, Living Trust, POA, Healthcare Directive & Financial Snapshot
- Auto-populate from your checklists
- Monthly verification reminders
- Print-ready & secure storage
Quarterly
Best for active transitions
Save $10/month vs monthly
- Fillable Will, Living Trust, POA, Healthcare Directive & Financial Snapshot
- Auto-populate from your checklists
- Quarterly verification reminders
- Print-ready & secure storage
Annual
Best for recently retired
Save $80/year vs monthly
- Fillable Will, Living Trust, POA, Healthcare Directive & Financial Snapshot
- Auto-populate from your checklists
- Annual verification reminders
- Print-ready & secure storage
Why Regular Verification Matters
Outdated records can create confusion, delays, and legal complications for your family during the most difficult times.
Outdated Beneficiaries
Life events like marriage, divorce, or loss can make your beneficiary designations inaccurate.
Expired Documents
Powers of attorney, healthcare directives, and insurance policies can expire or become obsolete.
Family Confusion
Without current records, your family may face difficult decisions without clear guidance from you.
How It Works
Simple, automatic, and always looking out for you.
Choose Your Review Cycle
Select monthly, quarterly, or annual — based on your life stage and how frequently your circumstances may change.
Create Your Essential Documents
Fill out your Will, Living Trust, Power of Attorney, Healthcare Directive, and Financial Snapshot — auto-populated from your checklist data. Print them for signing.
Get Timely Reminders
7 days before each renewal, you'll receive an email reminder to review and verify your records are accurate and up to date.
Verify & Confirm
Review your records, make any updates, and mark them as verified. Your family's protection stays current — automatically.
Which Plan Is Right for You?
Monthly — End-of-Life Planning
If you or a loved one are in the later stages of life, circumstances can change quickly. Monthly verification ensures your healthcare directives, beneficiary designations, and financial records stay current when it matters most.
Quarterly — Active Transitions
Going through a major life change like retirement, downsizing, or estate planning? Quarterly reviews help you stay on top of updates without feeling overwhelmed. This is our most popular option.
Annual — Recently Retired & Stable
If your life is relatively settled and your records are in good shape, an annual checkup is all you need. It's like an annual physical — for your paperwork. One review per year to confirm everything is in order.
Common Questions
Can I switch plans?
Yes! You can upgrade or downgrade your plan at any time. Changes take effect at your next billing cycle.
What happens when I get a renewal reminder?
7 days before your renewal, you'll receive an email with a link to your dashboard. Review your stored records, make any updates, and mark them as verified. It's your personal check-in to keep everything current.
Can I cancel anytime?
Absolutely. You can cancel your subscription at any time. You'll retain access until the end of your current billing period.
Is my data secure?
Yes. All data is stored securely using industry-standard encryption. Your records are private and accessible only to you.
What if I just want the free features?
No problem! Create a free account to browse content, view document examples, use our interactive checklists, and save your progress. The subscription unlocks fillable document templates, auto-population from your checklists, printing, and regular verification reminders.
Your Records Deserve Attention
Don't wait for a crisis to discover your records are outdated. Start your verification service today and keep your family protected.