OUR VISION
Reimagining Family Continuity Management for the Modern Era
In a world that’s constantly evolving, leaving behind just a check and a three-ring binder is no longer enough. Heirflow is here to guide you through the myriad decisions that extend beyond the realms of law, finance, and tax, ensuring every aspect of your legacy is preserved.
OUR PRODUCT
More than cloud software.
A complete solutions platform.
Craft Tangible Legacies
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48 Guided Planning Journeys
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90 Days to Your Family Continuity Plan
Comprehensive Solutions. Navigate through your personalized itinerary of family continuity management journeys, ensuring every practical detail is addressed.
Collaborative Approach. Engage with your hand-selected multidisciplinary team of professional planners, service providers, and trusted family members, to realize meaningful family continuity planning.
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64 Writing prompts
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100% Privacy-oriented
Share What Matters. Craft your legacy communication, ensuring your values and wisdom are passed down: your ethical will, family history, and more.
Say Farewell on Your Terms. Leave behind heartfelt letters to your loved ones individually or as a family group, preserving emotional bonds.
Preserve Emotional Connections
Secure Your Digital Footprint
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360º Digital End-of-Life Review
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45-Point Digital Estate Dashboard
Digital Estate Planning. Manage your online presence, from social media accounts to digital files.
256k Bank Encryption. Experience peace of mind with industry-leading security, protecting your digital legacy.
WHY HEIRFLOW
Craft your legacy, seamlessly.
OUR COMPANY
Heirflow in Numbers
48+
Planning Modules
5
Years in Business
$3.2T
Adjacent Industry Size
$1.4M
Raise in Process
Our Industry Partners
