Your Data. Your Control.
At Heritage Rescue, your personal information is yours alone. Only you — and the people you choose to invite — can ever see your data.
Our Privacy Promise
Only You Can See Your Data
When you enter information into Heritage Rescue, it is encrypted and stored securely. No one — not even our team — can access your personal data without your explicit permission.
You Choose Who Has Access
Through our Trusted Access system, you decide exactly who can view or edit your information — whether that's a family member, your estate executor, or a professional advisor. You control the access level and can revoke it at any time.
We Never Sell Your Information
Heritage Rescue will never sell, share, or monetize your personal data. Our mission is to protect your legacy — not profit from it.
Instant Revocation
Changed your mind about who can see your data? Revoke any person's access instantly from your dashboard. The moment you revoke, they lose all access — no questions asked.
How Trusted Access Works
You Send an Invitation
From your dashboard, invite a family member, executor, or advisor by entering their name and email. Choose what level of access they should have.
They Verify Their Identity
Your invited person receives a secure link and a private PIN. They must enter the PIN to verify their identity before seeing anything.
You Stay in Control
You can see who has accessed your data and when. Revoke any invitation instantly — they lose access immediately.
Three Levels of Access
View Only
Best for family members who need awareness of your plans.
- View checklist data
- See document summaries
- Cannot edit anything
- Cannot download documents
View & Edit
Best for executors helping organize your estate.
- View checklist data
- Edit checklist data
- See document summaries
- Cannot download documents
Full Access
Best for professional advisors managing your plan.
- View checklist data
- Edit checklist data
- View & download documents
- Generate new documents
Couple Plan Available
Couples can share access to each other's data automatically with our $150/year Couple Plan — each person gets their own full account with mutual access. Learn more
Ready to Get Started?
Create your free account and start organizing your legacy today. You'll always be in control of who sees your information.