Built for professionals who help families make important decisions.
Attorneys, financial advisors, insurance agents, care managers, and trusted service providers depend on organized information to do their jobs well.
Heir Tight gives you a secure portal to request documents, collaborate with families, and help clients stay prepared before life becomes urgent.
Better information.
Better conversations.
Better outcomes.
Stop chasing paperwork.
You already know the pattern. A client needs a document, you send a request, they forget, you follow up, they still cannot find it. Weeks pass. Heir Tight closes that gap.
Request documents directly
Send a request to any client and see status in real time. No more guessing whether they received it.
See what you're allowed to see
Access is scoped to what each client has shared with you. Nothing more, nothing hidden.
Every action logged
Full audit trail on every document sent, viewed, and shared. Built for compliance from day one.
Retract or restore access
Sent something by mistake, or a client relationship changed? Pull back access without deleting the client's copy.
Connect
Get invited into a client's family vault, or invite them into yours.
Request or Send
Ask for what you need, or send documents directly — policies, statements, forms, whatever the relationship requires.
Stay Current
See document status, respond to requests, and keep every client relationship organized in one dashboard.
Estate planners
Collect and organize the documents you need before the meeting, not during it.
Insurance professionals
Deliver policies directly and confirm your client actually received and reviewed them.
Financial advisors
Keep client financial documents current without a single email attachment.
Care managers
Coordinate care instructions and medical information with the family members who need it.
Give your clients the organization they deserve, and give yourself the time back.
Heir Tight's Professional Portal launches with founding pricing, locked in for early partners. No setup fees, no long-term contract, onboard your first client within 30 days.