How Can We Help?

Creating your Heirloom account takes less than a minute:

1. Click Get Started or visit the registration page.
2. Enter your full name, email address, and choose a strong password.
3. Accept the Terms of Service and Privacy Policy.
4. Click Register — you’ll receive a verification email.
5. Click the link in the email to verify your account.
6. Log in and start building your digital vault!

The Dashboard is your central hub. The sidebar gives you access to:

• View Credentials — See all your stored credentials at a glance.
• Add New Credential — Save a new password, account, or secure note.
• Manage Documents — Upload and organize important files.
• Next of Kin / Representative — Designate a trusted person.
• Subscription — Manage your plan and billing.
• Profile Settings — Edit your name, email, password, and enable 2FA.

Click any sidebar item or use the top navigation to jump between sections.

After signing up, we recommend completing these steps:

1. Enable Two-Factor Authentication — Go to Profile > 2FA section. This adds a critical layer of security.
2. Add your first credential — Try adding an email account or bank login to get familiar with the system.
3. Upload an important document — Upload a PDF of an insurance policy, will, or ID.
4. Designate a representative — Add a trusted family member as your next of kin.
5. Choose a subscription plan — Visit the Subscription page to select a plan.

1. From your Dashboard, click Add New Credential in the sidebar.
2. Enter a Credential Name (e.g., “Chase Bank Login”).
3. Select a Template Type — this auto-generates the right fields for that type of account.
4. Optionally choose a Category (Financial, Personal, etc.) for organization.
5. Fill in the auto-generated fields (username, password, URL, etc.).
6. Add any Notes for extra context.
7. Optionally attach files (drag and drop or click the upload zone).
8. Click Save Credential.

Templates auto-populate the right fields for each type of account:

• Email Account — Provider, email address, password, recovery email
• Bank Account — Bank name, account number, routing number, login URL
• Credit Card — Card number, expiry, CVV, billing address
• Insurance — Provider, policy number, agent contact
• Investment Account — Brokerage, account number, login
• Social Media — Platform, username, password, recovery codes
• Streaming Service — Service name, email, password
• Government/Tax — SSN, tax ID, portal login
• Health Portal — Provider, patient ID, portal URL
• Mortgage/Rental — Lender, account, payment details
• Domain/Website — Registrar, domain name, login
• Password Manager — Master password, recovery key
• Secure Note — Free-form encrypted text
• Other — Custom fields for anything else

1. Go to View Credentials in the sidebar.
2. You’ll see a list of all your stored credentials.
3. Click any credential to view its full details — fields are decrypted on-the-fly.
4. Sensitive fields (passwords, account numbers) are masked by default. Click to reveal.
5. To edit, click the Edit button on the detail view, make changes, and save.

1. Navigate to View Credentials and click on the credential.
2. Click the Delete button.
3. Confirm the deletion in the popup dialog.

Every piece of sensitive data is encrypted using AES-256-GCM, the same standard used by banks and governments:

• Credential fields (usernames, passwords, account numbers) are encrypted before being stored.
• Notes attached to credentials are also encrypted.
• Data is decrypted only when you request it and only within your authenticated session.
• Encryption keys are stored separately from the database.
• All connections use HTTPS/TLS for encryption in transit.

There are two ways to upload documents:

Method 1: Manage Documents section

1. Click Manage Documents in the sidebar.
2. Drag and drop files into the upload zone, or click to browse.
3. Files are uploaded and encrypted automatically.

Method 2: Attach to a credential

1. When adding or editing a credential, scroll to the file upload zone.
2. Drop files or click to browse — they’ll be linked to that credential.

1. Go to Manage Documents or open a credential’s detail view.
2. Click the download icon next to any file.
3. The file is decrypted and delivered securely to your browser.

Files are served through a secure download endpoint that verifies your authentication and ownership before delivering any data.

We recommend storing copies of these important documents:

• Legal — Will, power of attorney, trust documents
• Insurance — Life, health, home, auto insurance policies
• Financial — Investment statements, property deeds, loan agreements
• Identity — Scanned IDs, passports, birth certificates
• Medical — Advanced directives, medication lists, doctor contacts
• Instructions — Letters to loved ones, funeral preferences, asset locations

1. Go to Next of Kin / Representative in the Dashboard sidebar.
2. Enter their full name, email address, and relationship to you.
3. Click Add Representative.
4. They’ll receive an invitation email with a link to verify their identity.
5. Once verified, they’ll create a password and be ready as your designated representative.

Your representative can:

• View your stored credentials (names, usernames, decrypted data)
• Download your uploaded documents

Your representative cannot:

• Add, edit, or delete your credentials
• Change your account settings or password
• Add other representatives
• Modify your subscription

They log in through a separate representative portal at /rep_login.

1. Go to Next of Kin / Representative in the sidebar.
2. Your current representative is shown with their status.
3. Click Remove Representative to revoke their access immediately.
4. If they haven’t completed verification, click Resend Invitation.

Removing a representative is instant — they lose access immediately and cannot log in to the representative portal.

1. Go to Profile Settings > scroll to Two-Factor Authentication.
2. Click Enable 2FA.
3. A QR code will appear. Scan it with an authenticator app:
   • Google Authenticator (iOS/Android)
   • Authy (iOS/Android/Desktop)
   • Microsoft Authenticator (iOS/Android)
4. If you can’t scan the QR code, use the Manual Entry Key shown below it.
5. Enter the 6-digit code from your app to verify.
6. Click Enable 2FA to confirm.

1. Go to Profile Settings > Change Password.
2. Enter your current password.
3. Enter and confirm your new password.
4. Click Change Password.

Password requirements:

• Minimum 8 characters
• At least one uppercase letter (A-Z)
• At least one lowercase letter (a-z)
• At least one number (0-9)
• At least one special character (!@#$%^&*)

1. Go to the Login page.
2. Click Forgot Password?
3. Enter your email address and submit.
4. Check your inbox for a password reset link (also check spam).
5. Click the link and set a new password.

Reset links expire after a short time for security. If yours has expired, request a new one.

Your Activity Logs are available at the bottom of the Profile Settings page. They show:

• Login events (successful and failed attempts)
• Password changes
• 2FA enable/disable events
• Credential additions and deletions
• Representative changes

If you see any activity you don’t recognize, change your password immediately and enable 2FA.

1. Go to the Subscription page from the Dashboard or main navigation.
2. Browse available plans and their features.
3. Click Select Plan on your preferred plan.
4. A PayPal button will appear — click it to complete payment.
5. Log in to PayPal (or pay with a credit/debit card via PayPal).
6. Once approved, your subscription activates immediately.

1. Go to the Subscription page.
2. Click Cancel Subscription.
3. Confirm the cancellation.

After cancellation:

• You retain access until the end of your current billing period.
• No further charges will be made.
• You can re-subscribe at any time.

Your billing history is available on the Subscription page. It shows:

• Transaction date
• Payment amount and currency
• Payment status

For detailed PayPal receipts, check your PayPal account directly.

No. Your credentials and notes are encrypted with AES-256. The encrypted data is unreadable without your session’s decryption key. Heirloom staff cannot decrypt your stored information.

Heirloom Digital Trust works on any modern web browser:

• Chrome, Firefox, Safari, Edge (latest versions)
• Works on desktop, tablet, and mobile devices
• No app download required — fully web-based

To delete your account, please contact us at support@heirloomdigitaltrust.com. Account deletion:

• Permanently removes all credentials, documents, and personal data
• Cancels any active subscription
• Revokes all representative access
• Cannot be undone

Email us at support@heirloomdigitaltrust.com and we’ll respond within 24 hours (business days).

When contacting support, please include:

• Your account email address
• A description of the issue
• Screenshots if applicable
• The browser and device you’re using