Application Help

The assistance on this site using the HeirList mobile application is primarily in two forms. The first consists of the answers to over 100 Frequently Asked Questions (FAQs) along with dozens of videos explaining the functionality of the application. The FAQs focus on specific core functions, menu options and other key activities to accomplish. This page has a search bar where you can enter in text to find the areas you are interested in. Core functions are those that are available to all users and are the key to the value of HeirList. The menu inside the application (dropdown from left) has four sections with over 15 options to select.  Many of these (e.g. Password, Logout) are account management, while others (Search, Item Number, Edit Deceased, Manage Other Users) are directly related to managing the account for the deceased person. The videos demonstrate how to accomplish specific actions, as well as explain the function of different options within the menu. They also assist in answering questions from the user for commonly found challenges and issues. For Premium users, the application has a Support option on the menu where additional help can be requested. For Premium or Basic users, the Report Bugs option can be utilized to communicate software issues with the application. Our Facebook group will be the primary location for exchanging questions and information with the public.


HeirList is the world’s most comprehensive and powerful tool to assist in resolving the affairs of the deceased. It is based on the International Deceased Resolution Standards, which were created so that a Structured Numbered Classification System could be employed to improve this very complicated and disparate process. The IDRS is comprised of both the Items, as well as a set of inclusion Questions. These questions allow a user to easily determine which of the IDRS Items apply to their situation. The application first allows you to eliminate a large number of items easily by responding to the Questions. Then for the Questions that were answered with a 'Yes', the Items beneath them can be reviewed for relevance, and when not an issue for your Deceased person, a Not Applicable (N/A) can be selected. This creates the perfect list of actions required to resolve the affairs of the Deceased in question, and the application has various other features to assist this. FAQ4
The IDRS and HeirList are both new. Expansion of their details and addition Items will be on-going. In addition, the Knowledge Base plans to create sheets for each American state showing differences in applicable laws, government agencies and process requirements. We will continue to build across all areas so that people resolving the affairs of the deceased have a comprehensive set of tools and information which to access. FAQ5
The website ( has a contact form, or via the Support or Technical Issues (Bugs) Menu prompts on this application. FAQ6
The company has no employees, and only Jay Martin or designated representatives should be relied on for any decisions or questions related to corporate matters. FAQ7
Our application, like all of applications, may sometimes crash. First course of action would be to see if you can navigate back to the Home Screen or Menu. Another would be to wait it out as it may be a processing issue with your connection or the database. These two solutions should resolve most all issues. If neither of those work, you may try to reboot your device. Lastly, if none of these work, we would suggest deleting and reloading the application from the store. The data is constantly updated in our database so there should be little worries about losing data if you do this. When you log back in, and choose the same service level you had purchased if it asks you, all of your data should appear back in the HeirList application. And please accept our apologies for the inconvenience, as we looked to reduce the instance of this as much as possible in our design and development. Unless an issue is a software problem, we will not be able to troubleshoot specfic environmental issues on your device. Visit HeirList website or Facebook Group if none of those work. FAQ8
Nothing. We will not sell them, or even cross-sell to you using your contact information. Outside of contacting for changes (e.g. links to Knowledge Base) we do not plan on any utilization of User information and plan to never release to 3rd parties. FAQ9
Chief Innovation, based in Dallas, is privately owned. FAQ10
Three websites that are related to us are, where the IDRS resides, HeirList (the website for this app) and, which will be a future support service for completing IDRS items for people. FAQ11
Some of the contributors outside of Chief Innovation where Peter Rehm and Deborah Southwell at the start. John McCullough was key in helping develop the structure for all of the Items and the related information of the knowledge base. Sean McGee was the technical advisor throughout the development. Also, Moon TechnoLab was our technical partner for both the application and various websites, and get our highest recommendation as an offhsore firm to work with. A number of others helped out with Beta testing as well. FAQ12
After obtaining the application from a store, or clicking on an invite link and choosing a service option, a User is taken to a Signup page that has a new account creation function. From there one can create a new account (email address) and password to enter into and use the HeirList application. Signup would take you to a Registration screen, where Login takes you to one that says Welcome at the top. FAQ13
The app was made free so everyone could do 'themselves' for free, so as to help their survivors in the future. There are multiple ways to do this. The basis for any of the options is to complete all the Questions, and then go find the N/A Items to provide the 'best' list for yourself. The 1st way would be free, do it on your own phone, leave someone the Username and Password. The second, would be to do it on someone else's phone (e.g. spouse, child) for later reference. The final 'free' option is to complete it, close out the account, and then forward the Reports with the information to people to re-enter in the future. Will take them some time, but may be preferable. A way to do it that will cost money, but may be the most efficient, complete it, invite another person to be part of it, and then transfer the Master role to them for the future. This is the same as their doing it on their phone, but works if the two of you do not live near each other and allow all of the work to be done by you. Beware that they will have to pay the monthly charge and cannot downgrade. FAQ14
We do not give Refunds nor respond to requests for ones for the Knowledge Base. Apple or Google Play may have a different process, which one can approach them to see if they believe a refund is valid. FAQ15
First, try to enter the email you used to register and password, and the application should resend it. If not, please contact us via the website if you signed up and either didn't get the Verify email or deleted it. FAQ16
Passwords must have at least 8 characters and have a Capital letter, a Number and a Special character (examples: $ # ^ &). FAQ17
The application should send you to the Login page, that says 'Welcome'. From there you will enter in your email address and password. In the case of a Forgotten Password you can recover it from this screen as well. FAQ18
The Menu has a Change Password selection under Assistance. From that you will be taken to a screen where you can enter in a new Password. Please also ensure that it has a capital letter, special character and a numeric digit, and at least 8 characters. FAQ19
On the Login page, there is an option that asks 'Forgot Password?' on the bottom right. This will take you to a screen where you can enter in your User ID (Email address) and we will send you a code to enter. The code will be send to your email address, and the application will take you to a screen to do that. You will then be taken to a screen that will allow you to create a new password and also please type it in again to verify it. FAQ20
The Bugs screen provides all Users with an avenue to report Technical Issues (aka 'bugs') to our team for review and resolution if they can be replicated. FAQ21
The Menu has an option for reporting Technical Issues, or 'Bugs.' Please try to provide us with information, including the Screen (see Title at the top) Name, and a description of what your issue is. Also, if you have a screen shot, please also attach it. There is a space for phone number, but typically we will not be contacting people, so that is not a mandatory field, nor is Screen Name. FAQ22
Reopen Closed Items on the Menu allows for a User to change a 'No' answer for a Question or a 'Closed' or 'N/A' response for an Item. Both would no longer be visible within the regular Home screen and its accordion structure. FAQ23
The Categories are top level groups, nominally in order of time priority, then by areas, to better break up the Questions and Items into visually more manageable sections. These are usuability groups and the Categories not part of the IDRS. FAQ24
For Questions that were answered 'No', or Items that were answered 'Closed' or 'N/A', they can be reopened by selecting the Menu and going to the 'Reopen Closed Items' option. From there you will be able to see all Questions and Items that are inactive, and change your answers to bring them back into the active Questions and Items. FAQ25
Select the Question on the Screen, and four buttons will appear below it. The buttons allow you to enter Yes, No or that you are currently Unsure of the answer to that question. (Items is not an answer, but allows a User to go to next level of details). Select one of the first three buttons, and the Question box will turn that shade of color. If you select 'No' then it will turn light red, and then disappear as it is being removed from the primary view. You can change your 'No' answer in the Reopen section available on the Menu. FAQ26
Select any new Question on the Screen, and four buttons will appear below it, allowing you to answer, or navigate to the Items related to it. FAQ27
The buttons that appear below the Items are: 'Open', 'Closed', 'N/A' and in some views, 'Details'. This is for recording your progress on resolving these action items. 'Open' signifies that the Item is both relevant and either hasn't been started or is currently in work. 'Closed' signifies that it was completed, or no longer an issue. 'N/A' is for Items that are Not Applicable, even though the Question they were related to may have been answered with a 'Yes'. And finally 'Details' provides a greater description of what the Item is, as the presentation had to be limited to fit into the box on earlier screens. FAQ28
'Details' provides a greater description of what the Item is, as the presentation had to be limited to fit into the box on earlier screens. We strongly encourage people to refer to this screen to better understand the Items. FAQ29
Because of the application stores' restrictions, one cannot go from Premium back to Basic. To go back to Basic, you can quit the application, signup again and then possibly enter in your data again. When a Deceased account is closed (upon exit) you will be emailed reports of all your data. Users who wish to discontinue Premium Service must cancel, and then re-register as a Basic Plan user. FAQ30
Yes, but only the core functionality. The core functions: answering questions and items can still be completed with a local version of the database stored on your device. Most of the other functions are not available as the full database is too large for most devices. The other functions are unable to be supported locally on your device. FAQ31
Less Common Questions (and their Items) are those the IDRS felt apply to a smaller percentage of the population and we have them all in the final category together. The rationale was that they were outliers and it was preferred not to have them mixed in with other areas that possibly applied to a larger percentage of Users, but still important to include. The IDRS does not have detailed Items for many of these, though in the future some will be added. FAQ32
When you select the No button (Red) for a Question, or the Closed or N/A buttons for an Item, the Question or Item are taken out of the Home page and related drill downs so as to allow you to focus. If you would like to change your answer, and include it back with the others, go to the Menu and select the Reopen Closed Items. In that screen, that looks exactly like the Home screen, find the Question or Item you would like, and change your answer. FAQ33
No, sorry, go back to the Home screen and find the Questions still not answered or ones where you had Unsure. This was a bug we fixed, but may reappear in the future. FAQ34
Green is used for positive, either Yes for a Question or Open for an Item. Red is for No for Questions and Closed for Items. Yellow is for Unsure, meaning you need to confirm or investigate the answer to a Question. Grey is for N/A for an Item, that it is Not Applicable and was never Opened or Closed. Grey is also used to indicate a Category has no more possibly Items to address. FAQ35
We are planning to focus User discussion in a Facebook Group, which will be open to everyone. Also, the KBA files have more details on over 60 of the Questions. For the Less Common and some others, look at the Items and their Details, this may provide some assistance. FAQ36
If you navigated down from the Home screen, then you will only see the active Questions and Items. You can go to the Reopen on the Menu to see all of them, and then change your answers. The application was designed so Questions that have a 'No' answer, or Items that are 'Closed' or 'N/A' disappear from the active screens so that a User can focus on relevant tasks. They can still be reopened via the Menu if needed. FAQ37
There are multiple ways. The Undo button in the Menu allows the most recent question to be reversed. The Clear Data, if you are a Master User, allows you to delete all of the answers. In addition, just going to the Home screen or Reopen in the Menu allows you to simply select your new answer. FAQ38
The 'last' answer is the current answer. If you see any issues with this, it may make sense to create a note for the other users explaining why you've answered it in the way you have. With multiple users, this could become confusing. FAQ39
The Questions are to allow a User to include or exclude groups of Items. By answering these, the application knows that a group of Items related to a Question should be considered applicable or not applicable. In many cases though the Question may be 'Yes', within the Items there will be things that are not applicable, to which a 'N/A' button allows one to exclude them at that level. There may be some exceptions to this (e.g. an Item being relevant though the answer to its Question was 'No', and in those cases the Item can be changed from 'N/A' (default for all 'No' Questions) to 'Open' in the Reopen screen. FAQ40
In the rare case that an Item would need to be addressed, even if the answer to the Question it is under was 'No', the Items can be found and updated on the Reopen screen. FAQ41
Select the Question on the screen, and four buttons will appear below it. The button furthest to the right is the 'Items' button. Select it to show the Items related to that Question. You may decide you want to do this just to better understand the Question before you answer it. FAQ42
Reports option on the Menu provides Premium Users a more detailed overview of their status and information. There are 6 reports to select from, or you can choose 'all'. Sample reports are available for review for Basic (Free) Users. FAQ43
Upgrade / Premium option on the Menu takes you back to the Store (Apple or Google Play) to review different service options, and allowing you to upgrade from Free to Premium, or to purchase access to the Knowledge Base. FAQ44
The Menu has an option to Upgrade in the Premium Services section. This will take you back to the Apple or Google Play store to Upgrade your service level. Premium Users have access to the Reporting, Notes, Collaboration and our User Support services. FAQ45
There are currently two service options for the application. Basic (Free) and Premium. Premium allows users to Collaborate, receive Detailed Reports, write Notes inside of the application and also receive User Support. Premium allows people to be billed monthly or purchase an annual subscription at a discount. There is also a separate subscription for access to our knowledge base, which is a file repository currently over 500 pages primarily focused on explaining how 'to do' most of the items. FAQ46
Premium membership includes four primary enhancements. The ability to have more than one person collaborate on a deceased account. It also allows for detailed Reports to be obtained for the User. User support is available for Premium Users, though this is for how to use the Application, not for working the IDRS items. Finally, the Premium Users will be able to write and revise notes within their deceased account, including attaching them to specific Questions or Items for their own reference or for others. FAQ47
Permissions refer to the Non-Master Users. 'Write' means they can make changes, answer Questions, provide disposition to Items and write Notes. 'Read Only' indicates they are only allowed to review the work of the Master and the Write Users. The Master provides this Permission when they are invited, and can also change it later on the Manage Other Users screen from the Menu. FAQ48
For Premium Users, we have 6 Reports with much greater detail than the Your Progress screen. They will be sent to your User ID email address as a PDF file. The Reports include: Report 1: Open Items Remaining; Report 2: Questions & Answers; Report 3: Top Level Overview; Report 4: All Items & Current Status; Report 5: All Notes; Report 6: All User Information. All Users can receive either the Reports for their account (Premium) or examples reports (Basic) by going to that screen and requesting them. FAQ49
The User is not taken to join the Deceased account that invited him and becomes a Free User to create their own Deceased account. To join and collaborate on an existing Deceased account they will need to accept the invitation and select a Premium option in the store. All users looking to collaborate with others must be Premium. FAQ50
The stores have 6 options for users. The free Basic plan, a Monthly Premium plan and then finally a Yearly Premium plan. Each of those 3 has a corresponding plan which includes Knowledge Base Access, with over 500 pages of information providing descriptions of the Questions and Items, as well as instructions on what to do. We will be continually adding to the folder with more guidance on what to do, plus new resources, like our State sheets (sheets with all the specifics by Item that change for each of the 50 states). The Google Play store starts everyone off as Basic, and then allows for an in-app purchase later to update to one of the other 5. FAQ51
A Master User can select 'Clear Data' and all Question answers, Item answers and Notes will be deleted for that Deceased account. We would suggest that you select 'All' for Reports before you do this so that you have a record of past information. If you are looking to change the data describing your Deceased, then Edit Deceased from the Menu will take you to a screen to do that. This is only available to a Master User. FAQ52
A Non-Master can exit by selecting the 'Clear Data' option from the Menu. This will let you exit the Deceased account and either create a new one or join another if you have been invited. If you are the Master, then you will delete the entire account for yourself and any other Users. FAQ53
The Logout option on the Menu allows one to exit the application. Given we discourage people from entering in PII, there is not great risks to keeping the application open on your device. FAQ54
The Help screen has some key videos to assist Users and a lengthy list of FAQs addressing features and common questions about the application. The application has about 15 on it, but the full list can be found on the website. FAQ55
The Home screen is the main screen of the application. From here a User can see the top level Categories, and then select them to see the Questions beneath them. Selecting a Question shows buttons with different respective answers, or an 'Item' button which will then show the Items related to that Question. Selecting an Item also allows for its buttons to be shown, to determine with it is Open, Closed or N/A (not applicable). There is also a final button at this level that shows 'Item Details' providing a little more information to explain what it is. The Details button recognizes that the typical IDRS sentence is insufficient to properly explain the Item, so it provides much greater deal (in most cases). FAQ56
Item Number option on the Menu allows a User to navigate directly to the Item Screen (with its Details) to review a specific Item number. FAQ57
Search option on the Menu allows for Users to search for text or words within the application Questions or Items, and also within the User entered Notes. This can also be useful when assigning work to other Users or communicating amongst yourselves. Add a person's name in a note, and then when they search for their own name, all the places they've been asked to look appear. FAQ58
Support is for Premium Users with questions (Technical Support) on how to use the HeirList application. The FAQs and Videos on YouTube have a great deal of information, so we'd ask to search through these before reaching out to us. FAQ59
A User can select the 'undo' function from the Menu. This will revert your latest answers to Questions and Items. FAQ60
Your Progress option on the Menu shows the completion level of the Questions, Less Common Questions and overall Closure of Items by percentage, represented by donut charts with corresponding colors along with percentages. The top two circle charts are for the majority of the questions and the 'less common' ones. For those, a Green or Red signal complete as they have been answered and will not change. The larger circle chart at the bottom is for overall Items and their completion, where Red and Grey are completed as Green and Blue Items will change to Red as the work progresses. We apologize for the confusion, but we did not want to change or add additional colors. FAQ61
The Menu provides a User with other options to manage their own account, control the information/account of the Deceased, respond to Questions and Item status along with a variety of other things. Each topic should be covered within these FAQs as well as the videos on our YouTube account for more details. FAQ62
Deceased data, only be done by Master User. Non-master will exit the Deceased account to start on another if they select and confirm Clear Data. FAQ63
The Progress screen from the Menu has 3 circles. The top two relate to the Questions. Green is Yes, Yellow is Maybe, Red is No, and Blue is for Not Answered. The percentage (a result of the two numbers in the circle) is based off of the total of Greens & Reds divided by the total of all. The reason for this is that Yes and No means they have been 'answered', but Maybe and Not Answered still need to be addressed. The bottom circle represents the Items. Here Red is for Closed and Grey N/A (not applicable), and Green is for Open and Blue is for Not Answered. For the Items, Red and Grey comprise the numerator for the percentage as Open and Not Answered are still requiring action by the user. We apologize for this not being consistent, but it is accurate with respect to your progress. FAQ64
The Progress screen from the Menu has 3 circles. The top two relate to the Questions. Green is Yes, Yellow is Maybe, Red is No, and Blue is for Not Answered. The percentage is based off of the total of Greens & Reds divided by the total of all. The reason for this is that Yes and No means they have been 'answered', but Maybe and Not Answered still need to be addressed. The bottom circle represents the Items. Here Red is for Closed and Grey N/A (not applicable), and Green is for Open and Blue is for Not Answered. For the Items, Red and Grey comprise the numerator for the percentage as Open and Not Answered are still requiring action by the user. We apologize for this not being consistent, but it is accurate with respect to your progress. FAQ65
If nothing was loaded into the local application database before, you might have Blue Circles for the Progress screen. Wait until you have internet access again to use this function. FAQ66
Given people are always currently working on their Deceased accounts, we do not have a good way to transition the counts to exclude these, so we decided to change wordings on the Items and just show they have been merged or deleted with a simple reason why. This will not appear until later in 2021 or 2022, so not an issue until then. FAQ67
Please refrain from entering PII (Personally Identifiable Information) into the Notes. Birth dates for living people are widely available on the internet unfortunately (much to the surprise of people), but when working on someone, especially a person who is still alive, putting in things like bank account numbers, social security, financial records or other information is discouraged. We have taken precautions for data security, but if government agencies can get hacked, we assumed anyone can, which is why we specifically discourage Users from doing this. FAQ68
A Deceased Account is the primary account for a Deceased person, and could have multiple Users (example: siblings) collaborating and accessing it. The idea is that a User is working on creating the details for a specific person who passed away, and the Deceased Account is actually not the same as the User. Given this, a User is requested to create a Deceased Account after they sign up, and also to provide their name, birth/passing cities and dates. Only the name is required, as we anticipate people either not knowing all of the other information when they start, or completing this exercise for themselves, a spouse or parent in advance of their passing. FAQ70
A Master User can go to the Menu and select Edit Deceased. This will take you to a screen where you can edit their name, either the Birth or Passing locations, and also dates. Just select the Save button when done. The name is the only required fields, so you may begin an account without knowing the other data. This also enables people to create one for themselves and leaving the date of passing blank. FAQ71
When you are first invited to join HeirList by another User, considered to be a Master User for the account of a Deceased, the application will provide a screen to enter their name, locations and dates of both their birth and passing. Only the Master User will be able to edit these in the future. As a Non-Master who was invited, you will be shown this data and asked to confirm it is the account you wish to join. This feature is important when a User has two different accounts they either created or were invited to. FAQ72
Yes, though you may need to delete the app and reload just to ensure no data issues. Simply having two UserId accounts should allow you to do this. FAQ73
You need to either Edit or Delete it for it to finish. You can navigate out of the screen by selecting a Menu Item or Home (house in top right). If you are a new user and entering a new Deceased, there is a logout option to the top right. FAQ74
The IDRS is always planned to be free and available. We thank people for any donations to support our work. FAQ75
The website has a contact portal in addition to the IDRS feedback portal. FAQ76
HeirList is agnostic to other service providers for obvious reasons. For those who don't understand the obvious reasons, we are looking to become a standard and support everyone, therefore we will not choose a segment to partner with as we want everyone to be successful in their chosen businesses. We will never do email marketing or sell our customer information. We have no means to refer customers nor are we looking for partnerships or discounted products to advertise. We do not expect that will ever change. Our model is to add more value to the process, not sell people additional things. FAQ77
Passing Expert is a future service for larger scale support on Item closer and process management. A system for tracking and lower cost execution is planned to be developed, but some of our core staff and others will be available for those who feel they could utilize assistance before that is available. Unsure when it will be ready, but middle to later 2022 at the earliest. Anyone who wishes to start a similar service is encouraged to do so, and will find we are supportive of those who are reputably assisting others. FAQ78
We have reserved a number of sites, but Facebook and YouTube will be the main focus. We may start a Room on Clubhouse, but unsure as of this time. FAQ79
The Questions are qualifiers to determine the relevance of groups of specific items, providing for an efficient method of including or excluding those items for consideration in closing out the affairs of a deceased person. They will be included in the IDRS to assist with understanding, but the IDRS core is the Items and their designated Numbers. FAQ80
Because it's not. A number of people suggested 'making the IDRS simpler' which actually defeats its purpose. The challenge with any process is to go from the Level 0 to whatever level below makes sense. Beneath our Item Level, there would be a task level for executing each of these. In the future we may lay these out, but this easily will take us into the 10s of thousands of tasks, along with all of the variants to consider. We felt the structure we used was the best, as it provides clarify and granularity into the challenge that has yet to be structured. We gathered a couple dozen 'check list sheets' from government agencies, the AARP, funeral homes, financial planners and senior groups. Typically these ranged from a couple dozen general items to one which had closed to 100. We focused on pushing to the never level of detail as we felt it was needed. FAQ81
The IDRS decided that having separate independent gathering activities made most sense as that in the future specific nuances in gathering or the information needed to be segmented by question anyways. In practice, we'd imagine that all of these activities are done together, but these first items remind people of the first step as they take each question to be an independent list of activities to support the resolution of the items in that question area. FAQ82
The IDRS started with the United States, and will begin to add all other English speaking countries and Brazil (the creator of the IDRS lived in Brazil). The plan is to create variant Item definitions, in addition to additional Items that are country specific. The focus to complete this is secondary as IDRS adoption and refinement inside the United States is the priority. Currently we are discussing how to reconcile the numbers for the US-based Items with new International variants, which differ greatly by country but also paralell some of the same areas in the United States. FAQ83
The International Deceased Resolution Standards were created so as to facilitate a consolidation and focus of knowledge to assist the survivors of the close to 3 million people in the United States that pass away every year. A standard, defined classification system, similar to the Tax code, Dewey Decimal System, Animal Species categorization, provides a common language from which people can communicate, develop solutions and identify outliers and anomalies. It was important that it be a 'living' list, so as to refine and add to it over time. FAQ84
The IDRS item numbers are the official designation for that specific resolution item, so as to facilitate discussion and focus in their closure. These will be published every year for additions and changes, but the existing numbers will never change, allowing continuity for supporting tools and information. By 'never change' it is that a specific activity defined by a certain number will remain that in perpetuity to provide consistency over time, (e.g. 'Create a list of vehicles' is Item number 628 and will always be Item number 628 regardless of changes and additions to the rest of the list). The Item Numbers may be impacted by deletion, merging or splitting. FAQ85
The IDRS is a 'living list', in that we will update it by adding new items, possibly also revising, deleting and combing items. The lists will be available on, which will forward to as well. During the year we will accept and evaluate feedback from those who submit it. Unfortunately we will not be able to discuss or confirm each submission given the response levels. FAQ86
For Social Media, e.g. our Facebook Group, we would like people to use the following hashtag structure. #IDRS-(Item Number or Question Letter), so that people can search on tips, questions or help and get focused results. #IDRS-125 would be the hashtag for something related to Item 125 in the IDRS. And #IDRS-J would be for issues related to Question J within the IDRS. Questions and Item numbers never change except for when they are eliminated, merged or split. FAQ87
This was a start with a nominal chronological order of completion timing. It is not exact, nor do we encourage people to wait to go through all the Questions, as this does not take very long to do when you first start. If you are completing your own information, it can be done in about 10 minutes. If someone else's, depending on familiarity, it may be around 20. FAQ88
There is a feedback portal on the website, which the HeirList website has a link to. The portal allows people to provide additional ideas for new Questions or Items, as well as provide feedback on existing ones (ideas for changes including deletions, merging or splitting into multiple separate Items). We will evaluate these every few months, and use them as input for the next release of the IDRS, which is planned for at least once a year. FAQ89
The website has a feedback entry portal whose contents will be reviewed every few weeks or months. We encourage people to provide new ideas or challenge existing Items and Questions. Every year (at least) the IDRS will add, eliminate, merger or split Items. We welcome all help and input as being comprehensive is our objective. FAQ90
There were more than a dozen people who worked on this, and good grammar discipline wasn't always followed. Some words, such as Deceased, were purposefully capitalized as the idea was to emphasize people's loved ones out of respect. Feel free to blame Jay for that, it is a safe bet for everything. FAQ91
The overlap issue was and is a challenge. A detailed analysis of cross-referencing was completed, and it was decided that it was better to repeat items and information rather than risk a user missing something. The complexity of deciding whether Automotive Insurance belonged with Insurance or Vehicles was difficult, so the 'better safe than sorry' attitude was taken. In many places this will be apparent as there are repeats. There are a few dozen of these where an Item could belong in one group, or another or should be in both. Also, in some cases two items were dependent. It is very complicated, and for this first release it was decided to be conservative for inclusion. FAQ92
A Master User is the only one who can add Users to a deceased account. This is done by going to the Menu to Manage Other Users. On that screen, there is a person icon with a plus sign. Click on that. Enter in their email, then first and last name. Indicate what level of Permission you wish to give them (Write, Read Only, New Master) and then select the Invite User button at the bottom. They will receive an invite email with the link to the application. FAQ93
A Master User is the person who originally created the deceased account, and then also invited the other users. The Master User can pass this designation to another User, and either exit the deceased account or take on a non-Master role, but there is always only one single Master user per deceased account. FAQ94
Within the Manage Users, the Master User can simply select an invited User and then change their Permission between Write and Read Only. FAQ95
No. All invited Users need to become Premium to join a Deceased account. Only Premium users can invite other users to collaborate with them. FAQ96
The Invitation scenarios are fairly complicated, and a sheet at provides detailed step by step instructions for the different variations. The major challenges are when inviting someone who is already an HeirList application User. FAQ97
Upon purchasing Knowledge Base access in the application's store, a link to a Google Drive folder will be sent to your email address. The Folder will change URLs and links in the future for security. A new link will be emailed to all current Users. Over time, we will be adding new content and revising/updating the documents. FAQ98
That is what the Knowledge Base is for. We will also be adding senior people to the website, and have Passing Expert in the future. Neither the Technical Support or the User Support services are related to anything outside of using the HeirList application or reporting technical issues. FAQ99
In the future in the Knowledge Base, we plan to create sheets for each American state showing differences in applicable laws, government agencies and process requirements. This is actually our primary next initiative, as the value of this will be enormous as people will be interested in 'one state' and consolidating the information and then relating it to the respective Items has the potential to save an enormous amount of time across society. FAQ100
The Knowledge Base is a repository of documents that we are creating to allow people to have a single place to look for details on the IDRS items and how to resolve them. This will be added to over time, and subscriptions being offered are for longer-terms for obvious reasons. At launch we had over 60 already created, and will continue to refine them and add additional ones. FAQ101
High on our list of things to avoid was telling religious people what to do regarding their religion. Where possible, we cited places where different religious preferences should be researched and considered. We may have provided some examples, but mostly tried to avoid this. On our list of KBA future resources is going to be a 'by Item' questionnaire to central religious authorities for them to provide guidance to any adherents. We recognize in a few cases there will be some variations and disagreements, and we will seek out multiple responses so our users can decide for themselves. FAQ102
The website link for Knowledge Base Access (KBA) is sent to a user with an email confirming its purchase. That link may change over time, and all users will receive a new link. If you would like the latest link sent to you, just send a message on the App via Customer Service or through the website and request one. FAQ103
Please contact us via the website and use the Contact form. Thank you for your contribution. If you have a new Question or Item for the IDRS, please visit and use the Feedback window. FAQ104
Notes is a feature that allows a Premium User to record notes and information inside the application. There are three kinds: General, Question specific, and Item specific. These can be seen by other Users for that Deceased account, but only altered by the author. These are very useful for communicating/coordinating with different people involved or notifying people of status, a question or about information obtained. The plus sign on each screen (the top has the three options that you can toggle to move through) to add a note. For Questions and Items, the dropdown menu allows you to select which Question or Item the note will relate to. Also, you can edit a note by selecting it, and then the pencil icon in the top right (if you were the author). You can also swipe right to edit. Swiping left will allow you to delete it. FAQ105
The Notes function allows a Premium User to enter and maintain notes inside of the application. There are three kinds, General ones, Question specific and Item specific. This provides a variety of purposes. One can make assignments, record discovered data, log in any timing or commitments and also call out important things for other people you are working with. They can also be used as a central repository for information, though we discourage keeping PII and any passwords inside the application. FAQ106
General Notes are text entries by a Premium User that are not specific to a single Question or Item. They could be reminders, assignments, communications, information and a host of other things. FAQ107
Question Notes are text entries by a Premium User that are specific to an individual Question. They could be reminders, assignments, communications, information and a host of other things. The Question field will be pre-populated if you navigate to here from the Question section, or if via the Menu, you can select one from the dropdown provided. FAQ108
Question Notes are text entries by a Premium User that are specific to an individual Item. They could be reminders, assignments, communications, information and a host of other things. The Item field will be pre-populated if you navigate to here from the Question section, or if via the Menu, you can select one from the dropdown provided. FAQ109
In the 'new' note creation view for all, only the input screens for you to enter data for the note you want to add are visible, and not all of the other Notes. Go back to the Menu to navigate back to the main Notes screens. FAQ110
Reach out to our team on the website contact page ( and we will see if we are able to assist you. FAQ111
The database was not setup to do this. It was a challenge to do so for the charts, and in the future we hope to facilitate this. FAQ112
Please make sure that you are not having our emails filtered out, as you will be unable to use the application. We never use your email for anything other than the application and related contacts, and do not let others have our customers' information. FAQ113


Our YouTube channel contains many helpful videos.