Terms of service

Last updated: November 2026

These terms cover your use of the Heirwright website and our services. By booking a session or using our services, you agree to them.

What we provide

Setup session: a guided video session where we help you turn on the legacy settings offered by Facebook, Google, Apple and a password manager you own, followed by a written Digital Legacy Plan.
Yearly review (optional): a yearly review call, an updated plan, notices when platforms change their legacy settings, and executor support for your family at no extra charge.
Executor support: guided sessions to help a family member deal with a person's accounts after their death.

What we don't provide

Legal, tax or financial advice. Our services work alongside your will and your attorney, not in place of them.
Control over other companies. Facebook, Google, Apple, Bitwarden and other platforms set their own rules and can change them. We help you use their processes, but we can't guarantee what they will do or how long they will take.
Access to accounts. We never log in to your accounts, hold your passwords, or act on any platform in your name.

Your part

Give us accurate information, including your executor's correct contact details.
Complete the steps on your own devices, and keep your plan somewhere your executor can find it.
Follow the terms of each platform you use.
Tell us if your wishes or your executor change.

Booking, payment and rescheduling

Setup sessions are paid when you book: $299 for one person (90 minutes) or $449 for two people (2 hours).
You can reschedule free of charge up to 24 hours before your session.
If you cancel at least 24 hours before your session, we'll refund you in full. Cancellations within 24 hours, or missed sessions, can be rescheduled once at no charge.
If you're unhappy with your session, tell us within 30 days and we'll make it right, including a refund where that's fair.

Yearly review

The yearly review is $79 a year for one person or $119 for two, billed once a year until you cancel.
You can cancel any time; it stops at the end of the year you've paid for.
If your membership ends, your plan and the settings on each platform keep working. Executor support is then available to your family at our standard price.

Executor support

Before we discuss a client's plan with anyone, we ask for a death certificate and check the executor's identity against the plan. If anything doesn't match, we won't share the plan. Executor support is $299, or free if the client's yearly review was active.

Your plan and our materials

Your Digital Legacy Plan is yours to keep, copy and share. Our website, templates and guides belong to us.

Limits of our responsibility

We provide our services with care, but to the extent the law allows, we aren't responsible for actions or decisions made by other companies, for information you give us that's wrong, or for losses that come from those. Our total responsibility for any claim is limited to what you paid us in the 12 months before the claim.

Changes to these terms

We may update these terms. If a change matters to you, we'll tell our clients by email before it takes effect.

Governing law

These terms are governed by the laws of the State of California.

Contact

Heirwright · info@heirwright.com · (555) 555-0100