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Frequently Asked Questions

How do I create a document?

From the Dashboard, click "New Document" and select the document type you need (Will, Trust, Power of Attorney, or Healthcare Directive). Follow the guided wizard to answer questions specific to your state, then download your completed document.

How do I share a document with someone?

Open the document you want to share and click the "Share" button. Enter the recipient's email address and choose their access level (Viewer or Editor). They will receive an email invitation to access the document through their own account.

How do payments work?

Heirchive offers a free plan that lets you create and store documents. Paid plans add features like attorney review and remote notarization. Payments are processed securely through our payment provider, and you can manage your billing from the Settings page.

How do I manage my subscription?

Go to Settings and select the "Billing" tab to view your current plan, update payment methods, upgrade or downgrade your subscription, and download invoices. Changes to your plan take effect at the start of your next billing cycle.

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