Streamline client communication across every estate
Estate attorneys, financial advisors, and professional fiduciaries use HeirPortal to eliminate repetitive family calls and focus on what matters — settling estates efficiently.
The reality
Managing multiple estates means:
Fielding the same questions from multiple families
Paralegals spending hours on status update calls
Documents scattered across client folders and emails
No single source of truth for each estate's progress
The solution
Built for professional workflows
Multi-Estate Dashboard
See all your estates at a glance. Filter by status, sort by deadline, never lose track of a client.
Client Family Portal
Families get their own view. They check the dashboard instead of calling your office.
Professional Handoff Reports
When an estate closes, generate a complete PDF archive for client records and compliance.
The results
Professionals using HeirPortal report:
80%
reduction in family status calls
5+
hours saved per week per estate
3x
faster document retrieval
“I manage 12 estates at any given time. Before HeirPortal, my paralegal spent half her week on the phone with anxious family members. Now she posts a weekly update to each estate dashboard, and families check it themselves. We've reclaimed 20+ hours a week.”
Enterprise-ready
Built for professional requirements
Bank-level encryption for sensitive documents
Role-based access controls
Audit trail for compliance
Data export for your records
API access for firm integrations (Pro plans)
Pricing
Plans built for your practice
Pro 5
$149/month
Up to 5 concurrent estates
- All premium features
- Unlimited family members
- Priority support
Enterprise
Custom
Unlimited estates, white-label, API
- Everything in Pro 5
- Custom branding
- API access & integrations
See how it works in 2 minutes
Watch a quick demo or start your free trial today. No credit card required.