For financial advisers & estate-planning firms
Your clients’ digital estates, under your firm’s roof.
A white-label HeirLatch workspace for advisers and estate-planning firms. Manage every client’s digital legacy from one console, with your brand on every email and a tamper-evident audit trail you can hand to a court.
Everything a digital-legacy practice needs
Built around how advisory firms actually work — clients, teams, templates, audit, billing.
Multi-client console
See every client at a glance: readiness score, last check-in, outstanding tasks. Assign clients to specific team members and filter on what’s yours.
White-label branding
Your logo, primary colour, and email sender name on every touchpoint. Custom domain support on Firm tier — clients never leave your brand.
Templates & workflows
Codify your firm’s onboarding checklist once and apply it to every new client. Templated executor instructions, document packs, and welcome flows.
Team management
Invite associates, paralegals, or junior advisers with role- based access. Per-client assignment so a team member only sees the books they own.
API keys & SSO
Per-tier rate-limited API tokens for CRM sync. SAML SSO so staff sign in through your identity provider. Every token use lands in the audit log.
Tamper-evident audit
Hash-chained client audit log with daily root anchoring. Export signed audit packs (HMAC-SHA256) for court filings, insurance, or regulator review.
Three tiers, real per-client pricing
Pricing transparent at the point of sale — no opaque enterprise quotes for Solo and Practice.
Solo
Independent advisers or financial planners with a personal book of clients.
Per-client billing, no platform fee
Single adviser seat
Your branding on client emails
Standard audit log
Practice
Multi-adviser practices with shared templates and team ownership.
Platform + per-client pricing
Team management with per-client assignment
Practice-wide templates
API access & SSO
Firm
Estate-planning law firms, multi-office practices, and enterprise advisory.
Custom domain for client-facing surfaces
Dedicated implementation specialist
Bulk-import migration from existing systems
Signed audit exports for court & regulator
Bring digital-legacy into your practice
We’ll walk you through the console, your firm’s onboarding flow, and how migration from your current process works.