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 by email or in the app, with SMS coming soon. 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.
Encrypted in transit
Every page and file travels over HTTPS
Invite-only estates
Family members join an estate only by invitation
Backed up nightly
Your estate data and documents, every night
Your data is never sold
We never monetize your information
Transparent, straightforward pricing
Start free. Upgrade when you need more. No hidden fees.
Free
For simple estates
- 1 estate
- 3 family members
- Updates and milestones
- Document storage
- 100MB storage allowance Coming soon
Standard
For most families
- 1 estate
- Unlimited family members
- Everything in Free
- 5GB storage allowance Coming soon
- SMS notifications Coming soon
Pro
For professionals
- Up to 5 estates
- All Standard features
- 25GB total storage allowance Coming soon
- Multi-estate dashboard
Features marked Coming soon aren't ready yet.
Ready to simplify estate execution?
Start your free 14-day trial. No credit card required.
Not ready yet? Get the free Executor's Checklist by email.
We'll also send you our email series: five emails in the first two weeks, then one a week. Unsubscribe anytime.