Keep your heirs informed— without constant phone calls
Estate execution is overwhelming
"The same questions, over and over"
Siblings calling weekly asking about the house sale. Aunts texting about the will. You answer the same questions ten times a day.
"No time to grieve"
You wanted to process your loss. Instead, you spend evenings on the phone explaining probate timelines to worried relatives.
"Lost in paperwork"
Critical documents scattered across emails, filing cabinets, and shoeboxes. Family members can't find what they need.
One dashboard to keep everyone informed
HeirPortal is the communication hub for estate execution. Post updates once, share documents securely, and let family members check progress themselves — instead of calling you.
- Post once, everyone sees it
- Organized document storage
- Visual probate timeline
- Family members stay informed on their own
Built specifically for estate execution
Not just another file-sharing app. HeirPortal understands the unique challenges of managing an estate and keeping family informed.
Real-Time Updates
Post once, everyone sees it. No more repeating yourself across dozens of phone calls.
Document Vault
Secure, organized storage with version history. Family members access what they need.
Milestone Tracker
Visual probate timeline shows where things stand. Everyone knows the progress.
Smart Notifications
Family gets notified their way — email, SMS, or in-app. You control the flow.
Role-Based Access
Control who sees what. Spouse visibility differs from distant cousin visibility.
Family Dashboard
Each family member gets their own view. They check it instead of calling you.
Get started in minutes
Create your estate
Set up in under 2 minutes. Just basic info — name your estate and describe your role.
Invite family members
Send email invitations. Assign roles and visibility levels. They create their own accounts.
Post updates
Share milestones, upload documents, add notes. Post once — everyone with access sees it.
When it matters most
“After Mom passed, I was fielding 15 calls a week from relatives asking the same questions. HeirPortal let me post one update and everyone saw it. I got my evenings back.”
Sarah Mitchell
Executor for her mother's estate
Chicago, IL
“My brother is the executor for Dad's estate. Instead of pestering him with questions, I just check the dashboard. I feel informed without adding to his burden.”
David Chen
Family member
Seattle, WA
“I manage 12 estates at any given time. HeirPortal eliminated 80% of my client family calls. My paralegals can focus on actual legal work now.”
Margaret Torres
Estate Attorney
Austin, TX
256-bit encryption
All data encrypted in transit and at rest
Bank-level security
Same protection as financial institutions
Security-first design
Built with privacy and security from day one
Your data is never sold
We never monetize your information
Transparent, straightforward pricing
Start free. Upgrade when you need more. No hidden fees.
Standard
For most families
- Unlimited members
- Milestone tracking
- 5GB document storage
- Email + SMS notifications
- Priority support
Pro
For professionals
- Up to 5 estates
- All Standard features
- 25GB total storage
- Multi-estate dashboard
- Client handoff reports
Ready to simplify estate execution?
Start your free 14-day trial. No credit card required. See why families trust HeirPortal during their most difficult times.
Not ready? Get our free Probate Checklist