Protect the people you love.
oh, and yourself!

Heir Atlas Provides Online Asset Mapping Services That Addresses The Needs of the Living. As well as Traditional Estate Planning.

Create Your Atlas What is Heir Atlas
Protect the people you love.
oh, and yourself!

Heir Atlas Provides Online Asset Mapping Services That Addresses The Needs of the Living. As well as Traditional Estate Planning.

Create Your Atlas What is Heir Atlas

Why Heir Atlas?

Yes, everyone and every competitor address “after death”. What about now? What about you and family alive? Is death the only trouble spot? Hardly

Click Here to Find Out Why Heir Atlas

The simplest way to Create Your Heir Atlas

Asset Catalog

See how you will list your assets so they can be found when needed.

Road Map

Understand how our application serves as a Road Map in your time of need.

Trusted Parties Registration

Family members and lifelong friends can be invited into your application.

Advisors Registration

You will register your key contacts so they can be contacted when needed.

Instructional Summaries

Inside Heir Atlas you have access to application instructions to keep it simple.

Self-Help Suggestions

Best practices related to wealth distribution that complements your Heir Atlas.

Free Three Month Trial

Why Heir Atlas

Easy Process for creating your Heir Atlas

Assured confidentiality, reliability of your Personal Data

Secure yet transferable access to heirs

Help you provide all your Assets detail in a Systematic manner

Simple & Convenient way to secure wealth distribution

Read more about Heir Atlas

Create Your Heir Atlas On-line In 3 Easy Step

1

Register For Free Trial

2

Except Terms and Conditions

3

Fill in Details

What Clients Say...

Why Have Heir Atlas

Our mission is to eliminate the loss of assets and unclaimed benefits intended for you and your loved...

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What is Heir Atlas

This is what Heir Atlas allows you to do! Organize your estate. Heir Atlas begins with organizing your...

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How to make?

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Why and How to make Heir Atlas

Top Frequently Asked Questions

How secure is my data?

We use the same security as other web sites and we go one step further: limited information. All web sites are, to some degree, a target. We ask that you limit the list of asset information in your account by not providing account numbers and not providing your social security number. The result is that you will have created a basic “road map” for your “Trusted Party” to easily track down your assets if necessary. In fact, if just anyone were to find that list, it would provide no greater advantage than finding a paper list of institutions you deal with.

Won’t my Trusted Party need account numbers?

Here’s a real-life scenario: Your Trusted Party, upon need, goes to your bank and suggests he/she needs access to your account, number 123456. The Trusted Party is 1) asked for legal power (e.g. Power of Attorney (POA)) and 2) told “we will check to see what active accounts there are…what is the social security number?” In other words, an account number provided by you does not ensure an active account, but the bank officer will investigate and might even find additional accounts. The POA and social security number are outside the scope of Heir Atlas or any such service. Providing account numbers is not necessary.

If I have a will, why do I need this service?

Heir Atlas does not replace the will; it helps locate the will and any other assets, documents, etc.

I have an accountant, attorney, trustee, advisor and executor…why do I need Heir Atlas

Your trusted advisors are not typically incentivized or prepared to gather, maintain and update the entire array of information that Heir Atlas is designed to look after, and certainly for the duration of your life.  Updating alone takes a great deal of time and effort, a luxury most advisors do not have.  Most advisors would welcome Heir Atlas as a resource.

Do I need to provide any account values?

No.  We realize that values change, but that isn’t the real value of the service.  We need to be a directional service as we provide locations to Trusted Parties.

More questions?

Latest News

Jul, 12 2018
By admin

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Jul, 12 2018
By admin

Integer varius, velit sed tempus rutrumui lectus, non fringilla libero libero

Lorem ipsum dolor sit amet, consectetur adipiscing elit. Maecenas sodales nibh lacus, ac sollicitudin quam ullamcorper quis. In hac habitasse...

Jul, 12 2018
By admin

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Lorem ipsum dolor sit amet, consectetur adipiscing elit. Maecenas sodales nibh lacus, ac sollicitudin quam ullamcorper quis. In hac habitasse...

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