Real families. Real relief.

Hear from executors and family members who found clarity during a difficult time.

Executor

“I got my evenings back. I got to grieve.”

When my mother passed unexpectedly, I became executor of her estate. I have three siblings, and each of them — plus their spouses — had questions. Every day. The same questions.

"What's happening with the house?" "Did you file the will yet?" "When do we get the death certificates?"

I was spending 2-3 hours every evening on the phone, repeating myself. I missed my daughter's school concert because I was on a call explaining probate timelines to my brother.

HeirPortal changed everything. Now I post one update, and everyone sees it. My siblings check the dashboard instead of calling me. I got my evenings back. I got to grieve.

Family Member

“We're grieving together instead of arguing.”

My older brother was named executor when Dad passed. I wanted to stay informed, but every time I called to ask a question, I could hear the exhaustion in his voice.

I felt guilty asking. But I also felt anxious not knowing.

When he set up HeirPortal, everything changed. I get notifications when there's news. I can see the documents. I know what's pending. I don't have to call — and he doesn't have to repeat himself.

It's brought our family closer, honestly. We're grieving together instead of arguing about who knows what.

Professional

“We paid for a year's subscription in the first month.”

Our firm handles 30-40 estates per year. The legal work is complex enough — but the family communication was killing our productivity.

Every client family has 4-6 beneficiaries, and each one calls with questions. My paralegal was spending half her week on the phone.

With HeirPortal, she posts a weekly update to each estate's dashboard. Families check it themselves. We went from 50+ calls a week to maybe 10 — and those are substantive questions, not status checks.

The ROI was immediate. We paid for a year's subscription in the first month of saved paralegal time.

More voices, more relief

Quick takes from our community

“Finally, I can check the estate status without feeling like I'm bothering anyone.”

Jennifer K.

Sister of executor

“The milestone tracker alone is worth the price. Everyone knows where things stand.”

Robert M.

Executor

“My clients' families love having their own portal. It makes us look more professional.”

Patricia L.

Estate Planner

“I was skeptical at first, but after one week I couldn't imagine managing without it.”

Michael T.

Executor for uncle's estate

“The document vault saved us when we needed to find Dad's insurance policy at 10pm.”

Amanda S.

Family member

“I recommend HeirPortal to every client now. It reduces calls to my office by 70%.”

William H.

Probate Attorney

“Mom would have loved knowing we're all staying informed without the drama.”

Lisa R.

Daughter of executor

“Setup took 15 minutes. The peace of mind it brings is priceless.”

Thomas B.

Executor

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