Our services
Every Dear Heir service is delivered online, by audio only, at your pace. You stay in control of your accounts throughout. You carry out every action yourself, on your own device.
You stay in control · You carry out every action yourself · Sessions are audio-only via Google Meet · Guided at your pace, on your own device
Free
Discovery Call - Free
A 20-minute online conversation to understand your situation and explain how Dear Heir works. There is no obligation to purchase any service after this call.
If Dear Heir is right for you, we will explain what the next step looks like – and leave the decision entirely with you.
Duration: 1 × 20-minute session via Google Meet
What you receive: An honest assessment of your situation and a clear explanation of how Dear Heir can help If Dear Heir is right for you, we will explain what the next step looks like – and leave the decision entirely with you.
Photo Legacy - $97
Up to 200 family photographs, organised, labelled, and delivered directly to your personal cloud account – Google Photos or iCloud. If Dear Heir is right for you, we will explain what the next step looks like – and leave the decision entirely with you.
We sort your photos by decade, event, and family member, with basic quality improvement for older or faded prints. Every copy is removed from our systems after delivery, confirmed to you in writing.
Duration: 1 × 30-minute session, plus independent work
Deliverable: Up to 200 photos organised and delivered to your cloud account
Account Closure - $147
A single guided session for families dealing with the digital accounts of someone who has recently passed away.
We guide you through the process of closing or memorialising accounts across the major platforms – at your pace, with clear explanations at every step. You carry out every action yourself, on your own device.
Duration: 1 × 60-90-minute session via Google Meet
Deliverable: Account Closure Summary PDF – guidance on closing or memorialising digital accounts
Refund: Full refund available if requested before the session begins.
Digital Audit - $397
A 90-minute online session to document your entire digital life.
By the end of the session, every account that matters – email, photos, subscriptions, financial portals – has been identified, documented, and organised. You receive a clear, written record your family will know exactly how to use.
Delivered within 48 hours of your session.
Duration: 1 × 90-minute session via Google Meet
Deliverable: Digital Estate Summary PDF (8-12 pages) – complete account inventory, notes, and family guidance
Guardian Plan - $297/year
Your digital life changes every year. New accounts, new devices, platform updates. The Guardian Plan keeps your Digital Estate Summary current – reviewed and updated once a year, so your family always has an accurate picture.
Duration: 1 × 60-minute annual review session
Deliverable: Updated Digital Estate Summary, verification of all legacy settings
Cancel anytime, online, at dearheir.com/cancel-guardian. No phone call required.
Premium
Legacy Masterplan - $1,497
Our most complete digital estate planning service.
Three to four online sessions over two to three weeks – covering every account, every platform, and every document your family will need. Nothing is left unplanned.
Includes: Digital Audit · Photo Legacy (up to 200 photographs) · Apple Legacy Contact setup · Google Inactive Account Manager · First year Guardian Plan · Complete Digital Succession Portfolio (20–30 pages)
Duration: 3–4 sessions over 2–3 weeks
Deliverable: Complete Digital Succession Portfolio (20–30 pages)
Not sure which service is right for you?
Start with a free 20-minute Discovery Call. We will listen to your situation and help you decide – or decide that you do not need us at all. No obligation.
FAQ's
What services does Dear Heir offer?
Dear Heir offers five services:
Photo Legacy ($97)
Digital Audit ($397)
Account Closure ($147)
Guardian Plan ($297 per year)
Legacy Masterplan ($1,497)
Each service is delivered online, by audio only, via Google Meet.
How long does a session take?
It depends on the service. A Discovery Call is 20 minutes. A Photo Legacy session is 30 minutes. A Digital Audit or Legacy Masterplan session is 90 minutes. An Account Closure session is 60 to 90 minutes. All sessions are conducted at your pace – if we need more time, we can schedule a follow-up.
What do I receive after the session?
Within 48 hours, you receive a written document – your Digital Estate Summary or Digital Succession Portfolio, depending on the service. It is designed so that any family member can follow it, regardless of their technical ability.
How does payment work?
After you book a session, you will receive a payment request within one hour. Payment confirms your session. You then receive the Service Agreement to review and sign before the session takes place.
What is the Service Agreement?
Before every paid session, you receive a Service Agreement. It sets out exactly what Dear Heir will and will not do, the scope of your session, and the refund terms. No payment is taken until the agreement is signed. No session takes place without it.
Can I get a refund?
Every service has a clear refund policy. In general, a full refund is available if requested before the session begins. Refund terms vary by service – full details are on our Refund Policy page.
What is the Guardian Plan?
The Guardian Plan is an annual service that reviews and updates your Digital Estate Summary once a year. Your digital life changes – new accounts, new devices, platform updates. The Guardian Plan keeps your documentation current. Cancel anytime online.
Can I cancel the Guardian Plan?
Yes. You can cancel the Guardian Plan anytime, online, at dearheir.com/cancel-guardian. No phone call is required.
Can I do this myself without Dear Heir?
You absolutely can. Most people find it difficult to organise everything clearly in one place, which is why having a guided session helps. But there is no reason you cannot do it independently. We even publish free guides on our blog to help you get started.
Why does the Digital Audit cost $397?
The fee covers the 90-minute session and the written documentation your family will rely on. The Digital Estate Summary is an 8 to 12 page document that includes a complete account inventory, guidance notes, and step-by-step instructions for your family. Most clients are doing this once to avoid confusion for years.
Can Dear Heir help if I have already lost access to an account?
Dear Heir is a documentation service. We guide you through official platform settings and help you organise what you currently have. We cannot bypass platform protocols or recover access you do not currently have. If you have already lost access, we can advise on the official process for that specific platform.
Does Dear Heir provide legal or financial advice?
No. Dear Heir is a documentation and organisation service. We do not provide legal advice, financial advice, or fiduciary services. If you need legal or financial guidance, we recommend consulting a qualified professional in your state.
Is a Dear Heir session a replacement for a will?
No. A will is a legal document and Dear Heir does not produce legal documents. However, under the RUFADAA law (enacted in 47 US states), platform-specific tools like Apple Legacy Contact and Google Inactive Account Manager have the highest legal priority for digital accounts – even above a will. Dear Heir helps you set up and document these tools so your estate plan is complete.
I need help for a family member who has recently passed away. Where do I start?
We are sorry for your loss. The Account Closure service is designed for families in this situation. We guide you through closing or memorialising accounts at your pace. A full refund is available if you request it before the session begins. Start with a free Discovery Call and we will explain how we can help.
Is there a free option to start?
Yes. The Discovery Call is a free 20-minute conversation. We will talk about your situation, explain which service is right for you, and answer any questions. There is no obligation to go further.
