Estate Planning Made Simple
Document your family's treasures for seamless inheritance planning
10 items free forever. No credit card required.
"Estate planning is not just about money—it's about memory, meaning, and material history."
HeirFinity ensures nothing important is lost between generations
Your Single Source of Truth for Estate Assets
HeirFinity bridges the gap between legal documents and real-world assets. We provide a centralized, organized system for everything your executor and heirs will need.
Physical Heirlooms
Jewelry, furniture, art, collectibles with photos and provenance
Documents & Records
Receipts, appraisals, certificates stored securely
Family Context
Stories, intent, and meaning behind each item
Clear Identification
Serial numbers, maker's marks, condition notes
How HeirFinity Supports Your Estate Plan
đź“ť Asset Documentation for Wills & Trusts
- Centralized records for items referenced in wills or trusts
- Clear identification prevents disputes over "which ring" or "what vase"
- Supporting evidence with photos and descriptions
- Reduce ambiguity that leads to family conflict
⚖️ Executor & Trustee Enablement
- Immediate visibility into all personal property
- Eliminate guesswork about location and value
- Notes explaining sentimental vs monetary worth
- Makes executor's job dramatically easier
🏛️ Probate Preparation
- Organized inventories simplify probate filings
- Timestamped records establish existence and condition
- Reduces friction with courts and beneficiaries
- Professional documentation reduces delays
👨‍👩‍👧‍👦 Intergenerational Transfer Planning
- Clarify who receives what and why
- Capture intent beyond legal language
- Prevent family conflict through transparency
- Preserve stories for future generations
Estate Planning Knowledge Center
Understanding Estate Assets Beyond Money
- Tangible vs intangible assets
- Why personal property causes the most conflict
- Common mistakes: missing inventories and photos
Heirlooms & Personal Property
- What qualifies as an heirloom
- Importance of provenance and documentation
- Sentimental vs appraised value
Digital Estate Records
- Photos, documents, notes, and metadata
- Long-term accessibility for heirs
- Versioning and updates over time
Working With Professionals
- How attorneys and trustees use records
- Documentation professionals expect
- Integration into existing estate workflows
Common Estate Planning Problems We Solve
Ambiguity in Asset Ownership
Clear documentation prevents "I thought that was mine" disputes
Missing Documentation
Everything in one place, accessible when needed
Inaccessible Records After Death
Executors get immediate access to organized records
Family Disputes
Transparency and intent reduce conflict
HeirFinity is the preventative layer that protects your legacy
What Estate Planners Are Saying
"My attorney was thrilled when I showed her my HeirFinity inventory. Every item in the trust was documented with photos and current values. Made the whole process so much smoother."
— Margaret T., Estate Planner
"As an executor for my mother's estate, having her HeirFinity records saved countless hours. I knew exactly what she had, where it was, and who she wanted to receive each item."
— James R., Executor
"The notes my father left with each heirloom were priceless. Not just photos and values, but the stories and reasons why. It made a difficult time much easier."
— Linda K., Beneficiary
Getting Started is Simple
Document Your Items
Photos, descriptions, values, and stories
Add Context
Who receives it, why it matters, special instructions
Share With Your Team
Attorney, executor, or family members as needed
Protect Your Legacy Today
Start documenting your estate assets with HeirFinity. Give your family the clarity and peace of mind they deserve.
No credit card required. Upgrade anytime.
This platform complements—not replaces—attorneys, financial planners, and executors.