National Association of Estate Planners and Councils

ProtectHeir

ProtectHeir offers an award-winning solution to guard estates against deceased identity theft. Our online executor tool quickly generates notifications to over 70 institutions—helping prevent identity theft and estate fraud—then provides you with timely executor contact information at the time of settlement.

 

Developed by credit industry professionals, ProtectHeir is a safe, fast, and affordable service that makes estate protection simple for clients and advisors alike.

 

Features & Benefits for NAEPC Members

  • Streamlines estate settlement with personalized notifications to credit bureaus, banks, government agencies, social media platforms, 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 referring advisor.
  • Creates a natural opportunity to support heirs and manage estate transitions.
  • Helps financial planners retain assets and build lasting multigenerational relationships.
  • A powerful marketing tool to attract new clients and spark meaningful conversations.
  • Secure, compliant, and easy to use—no digital vaults, no need for clients to pre-enter information, and no sensitive PII required.

For more information and exclusive NAEPC pricing (up to 50% off), visit: https://www.protectheir.net/naepc