ProtectHeir
ProtectHeir
Help executors faster. Retain assets longer.
ProtectHeir is a self-service tool that helps executors prevent identity theft by quickly notifying key organizations—like credit bureaus, government agencies, and social media sites—of a loved one’s passing. It cuts the process from weeks to just 15 minutes. Once complete, the advisor who purchased it receives the executor’s contact info, creating an opportunity to assist with estate or heir accounts and retain assets under management.
FPA Advantage
FPA Members Save 20–50% on ProtectHeir
Subscription (All Clients): $47/client — Save 50%
Best value. Includes executor contact info even for clients you may not know have passed or whose designated executor has changed.
Individual Purchase: $57/client — Save 40%
Ideal for one-off needs when you know a client has passed or a client is taking on executor role.
Referral (Client Pays): $76 — Save 20%
Great for helping without incurring the cost directly.
All options include executor contact info emailed to you upon fulfillment.
Benefits
Features & Benefits
- Estate settlement tool creates personalized notifications for credit bureaus, banks, government agencies, social media sites, and more—saving executors weeks of work.
- Takes just 15 minutes to complete, offering fast peace of mind.
- Automatically shares executor contact info with the purchasing advisor.
- Creates a natural opportunity to assist with estate and heir accounts.
- Helps retain assets and build long-term relationships.
- A powerful marketing tool to attract new clients and spark meaningful conversations.
- Secure, compliant, and easy to use. No need for clients to pre-enter information, no digital vaults, no sensitive PII information needed.