For small organisations & professional teams

Built for the team that doesn’t quite fit a bucket.

Law firms using HeirLatch internally. Family offices wanting one workspace for the principals and the staff. Boutique consultancies and professional-services teams of 5–50. You’re too small for HRIS-driven enrolment, too organisational to be a single household. This is your page.

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See which option fits ↓

Pick the shape that matches how you work

HeirLatch ships three established product tiers for B2B teams. Most small-org buyers map cleanly to one — we’ll help you decide on the call.

Acting for clients?

Estate-planning solicitors, family offices, financial planners. You manage other people’sdigital estates.

Per-client billing, your branding on emails

Team management with per-client assignment

Court-grade signed audit-trail exports

See HeirLatch for Advisers →

Buying for your own staff?

Anyone offering HeirLatch as a benefit to their own team — with or without an HRIS to drive enrolment.

PEPM annual billing

HRIS integration if you have one, CSV roster if you don’t

Multi-admin console + launch toolkit

See HeirLatch for Employers →

A household, just bigger?

Family office principals and dependants, household staff — multiple people who share an estate-planning lens, not an employment relationship.

Family tier with multiple members

Lifetime tier for principals who want one-and-done

Same trust-spine + executor workspace as Advisers

See consumer pricing →

What you get either way

These capabilities ship in every HeirLatch workspace. Pick the tier that matches your billing model; the engine underneath is the same.

Zero-knowledge encryption

AES-256-GCM with per-record IVs. Master keys never leave the device. Even HeirLatch cannot read a member’s vault.

Tamper-evident audit

Hash-chained per-tenant audit log with daily root anchoring. Signed exports for regulator, court, or vendor-risk review.

Legal Estate Directive

Every member can download a RUFADAA-aligned (US) or UK DPA- aligned directive auto-assembled from their HeirLatch configuration.

Multi-admin console

Invite team members with scoped permissions. Email- verified accept flow, no shared passwords, every admin action audited.

Branded surfaces

Your logo, primary colour and sender name on every customer-facing email. Custom domain on the higher tiers.

Help choosing

Not sure which tier fits? Tell us your headcount and your buyer (HR vs. principal vs. firm) — we’ll send back the right shape on the discovery call.

One conversation, the right tier

Tell us about your team. We’ll match you to the existing tier that fits — Adviser, Employer, or the larger consumer Family / Lifetime SKUs — and skip the discovery questions you’ve already answered.

Talk to sales Email sales directly