Kin & HeirsFor estate planning practices
The matter moves. The record holds.
Intake, review, signing, filing and release to next of kin — one system of record, built only for estate work. You draft in your own forms and templates; Kin & Heirs holds the documents and keeps the record.
Running this afternoon
Nothing to install and no implementation project. Every firm starts with a working intake, so there is something to send a client on day one.
Your documents, your records
Attorneys keep drafting in the forms and templates they already use. Kin & Heirs is where the finished documents live and where the record of every action is kept.
Rules enforced in the database
Who may read, approve, or release a file is enforced below the screens, where it cannot be bypassed. Staff accounts require two factors, always.
“The intake used to be three phone calls and a legal pad. Now the client’s answers arrive complete, organized, and attached to the matter before we start drafting.”
Built for documents that outlive everyone involved.
Every version of every document is kept whole, with a fingerprint of the file. What a client signed in 2019 can still be opened, and still proved to be the same document.
Who opened what, who approved it, who filed it and where — append only. Not by your firm, and not by us.
You pay when you bill. Not before.
No subscription, no seats, no upfront cost. A fee applies only when your firm does billable work in the system — so the cost of Kin & Heirs sits inside the matter it belongs to.
Per matter
$— / client matter
Charged when a matter is opened for a client — intake, review, signing, filing and safekeeping included, however many documents it takes.
Free until then
$0
Setting up your firm, adding attorneys and paralegals, and holding every document already filed costs nothing. No charge for storage, and no charge when a family signs in twenty years from now.
Your firm can be taking its first client today.
Set up takes one sitting. We ask about your bar admission and show you exactly what we do — and do not — verify.
Set up your firm