Kin & HeirsSign in

How it works

One matter, end to end.

Estate work is slow, interrupted, and picked up months later by somebody who was not there the first time. This is built for that shape of work rather than against it.

  1. 01

    The client answers at home

    Your client

    You assign an intake and they get a link. They answer on a phone, a tablet or a laptop, in as many sittings as it takes — every answer is saved as it is given, so nobody loses an evening’s work by closing a tab.

    Questions that do not apply are never asked. Somebody with no children is not walked through guardianship, and somebody with a business is asked about it.

  2. 02

    The intake arrives with the matter

    Your firm

    When the intake is done, the answers arrive organised and attached to the matter — complete, in one place, before drafting starts. Your attorneys draft in the forms and templates they already use; Kin & Heirs does not write documents.

    An attorney can also sit with a client and complete an intake alongside them — recorded as answered on their behalf, so the file says who actually typed it.

  3. 03

    Review, against the clause

    Your firm and your client

    Changes are asked for against a specific article, not in an email thread that has to be reconciled later. The client sees what changed and why, in the same place they answered the questions.

    Approving a draft for signing is an act by a named person with a licence on file, and it is recorded as one.

  4. 04

    Signing, with the witnesses the state wants

    Your firm

    Ceremonies are scheduled, and witnesses and notarisation are recorded as they happen rather than reconstructed afterwards. Where you already use a signing provider, envelopes go through it.

  5. 05

    Filed is something you say

    Your firm

    A signed document is not a finished one. Somebody at the firm records where the original went — your vault, a court, the client’s own safe — and their name goes on that statement.

    Until that happens the document shows as signed and unfiled, on a screen that exists to make that visible.

  6. 06

    Released to the people who will need it

    Next of kin

    Being named in a will does not give somebody a key. Your firm releases specific documents to specific people, and access can end.

    When a family does need it, they are not searching a drawer. They sign in and find what they were given.

The document matters most on the worst day of somebody’s life.

An estate plan is written years before it is needed, by somebody who will not be there to explain it, for people who will be reading it at the worst possible moment. Nearly everything about that is unusual, and most software is not built for any of it.

Kin & Heirs is built for estate practices specifically — not a general document tool with a will template bolted on.

What we hold ourselves to

Records, not reports

Every version of every document is kept whole, with a fingerprint of the file. The log of who did what is append-only — it cannot be edited by a firm, and it cannot be edited by us. A record that can be tidied up afterwards is not worth reading when it is contested.

The rules live where they cannot be skipped

Who may read a file, who may approve one for signing, who may see a document after somebody has died — these are enforced in the database, not in the screens. A screen can be bypassed. That is the difference between a lock and a sign saying please do not enter.

What we do not claim

We are not a law firm and we give no legal advice. We do not tell a firm what their state requires. When a firm signs up, we record what they tell us about their admission to the bar and ask them to show the certificate behind it — and we say, on the page, that recording something is not the same as having checked it.

Where we have checked, we say so explicitly, and only there.

Your clients are not our users

The relationship is between a family and their attorney. We do not market to your clients, we do not sell what is in their files, and a family’s papers are not a dataset. If you leave, your documents and their history leave with you.

Every firm starts with a working intake, so there is something to send a client on the first day.

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