Kin & HeirsFor estate planning practices
The whole of an estate matter, from the first question to the last signature.
Kin & Heirs takes a client from intake to a filed, signed will — and then holds it, for as long as it needs holding. Your clients answer at their own pace. Your attorneys draft as they always have. Their family finds it when they need it.
Set your firm up this afternoon. There is nothing to install.
What happens, in order
01
Intake
The client answers questions at home, over a few sittings, on whatever device is nearby.
02
Prepare
The completed intake arrives organised and attached to the matter. Your attorneys draft in their own forms and templates.
03
Review
Changes are asked for against a specific clause, and answered in the same place.
04
Sign
Witnesses and a notary where the state requires them, recorded as they happen.
05
File
A firm says where the original went — a vault, a court, the client. Signed is not filed.
06
Release
Next of kin see what they have been given, when the firm releases it, and not before.
Built for documents that outlive everyone involved.
Every version kept
Each version is stored 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.
A record nobody can edit
Who opened what, who approved it, who filed it and where. Append only — not by your firm, and not by us.
Access that ends
Next of kin see what you release to them, when you release it. Naming somebody in a will is not the same as handing them a key.
Two factors for staff
A staff account can open every file your firm holds, so an email address alone is not enough to reach one.