The Next Chapter in Legacy Planning

Anticipate the Future with Heirflow™


Heirflow™ is on its way to the public as a subscription-based web application in 2024.
Request a free invitation to test drive Heirflow as a consumer or professional:

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Tailored Legacy Solutions

Choose the Heirflow™ Tier That Suits You Best


Heirflow Standard: Comprehensive Legacy Planning

Awaiting its launch to the public in 2024, Heirflow Standard will offer 20+ detailed planning journeys, designed for supporting a more complete legacy. Join the wait list for an exclusive early access invitation.

Heirflow Elite: The Premier Legacy Experience for HNW Succession

For a deeper dive into legacy planning, Heirflow Elite provides 40+ extensive planning journeys, premier support, and enhanced cloud storage. Reserve your spot on the wait list for a first look in 2024.

Become a Certified Heirflow Partner

Join our network of Heirflow Certified Partners and connect with subscribers seeking expert guidance. Ideal for professionals in estate planning, digital estate management, and more. Apply now to join our wait list.

Heirflow CARES: Lite on the Web & Soon to Mobile

Our ad-supported Lite tier, Heirflow CARES, is designed to support underserved communities and fixed income senior households with simple and essential legacy planning tools. Available as a web app and soon on iOS and Android.

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Be the First to Experience Innovation

Join Our Wait Lists for Heirflow Standard, Elite, and Partnerships


Heirflow™ is on the brink of revolutionizing legacy planning with the upcoming launch of Heirflow Standard and Elite in 2024. As we complete our funding round, secure your early access to these groundbreaking tiers or explore an opportunity to become a valued Heirflow Partner. Be part of a community dedicated to meaningful legacy planning and collaboration.

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