Automate probate intakes, draft court-ready petitions, and manage wills, trusts, and estate casework on a clean, high-performance dashboard built specifically for estate practitioners.
Based on client intake data, I've drafted the Petition for Probate. Review and approve the document.
How Heirlo accelerates your probate and estate planning workflows from initial client intake to court-ready petition packages.
Leads flow from your public website form or referral channels. Track client prospects through customized probate opportunities stages before auto-provisioning court matters.
Heirlo reads estate planning documents and death certificates, extracts critical decedent dates, drafts the court-ready petition package, and prepares the court deadline tasks timeline list automatically.
Make inline adjustments inside our secure editor workspace with the floating toolkit. Approve, compile, and print or e-sign petition filings and trust agreements in one click.
A professional platform giving probate and estate attorneys the automation tools required to manage administration caseloads and trust workflows with absolute efficiency.
Instantly generate probate petition packages, wills, trust agreements, and creditor notice letters. Modify drafts inline with our floating editor toolkit before approving.
Seamlessly move estate administration prospects from initial client consultation to retained chevrons. Auto-provisions estate matters and administration timelines instantly on conversion.
Heirlo stands by as a probate legal assistant, reviewing estate files, calculating court-mandated bar dates and deadline periods, suggesting executor workflow tasks, and preparing petitions.
Attorneys hold strict ethical responsibilities. We protect your client's data with institutional-grade security protocols. Your cases remain yours alone.
Your inputs, document uploads, and case records are never used to train public LLM models. Data is strictly isolated.
All database records are encrypted at rest using AES-256 keys, and transit sessions are protected by TLS 1.3 certificates.
Calculates probate bar deadlines, verifies familial conflicts during intakes, and drafts documents ready for strict attorney-of-record approval.
Choose the perfect plan tier for your probate and estate practice. All packages include a 14-day risk-free trial.
For small probate practices starting workflow automation.
Full Heirlo probate petition drafting and Co-Pilot capabilities.
For high-volume probate & estate planning firms.
Common queries from probate and estate practitioners evaluating Heirlo.
Heirlo integrates with leading Large Language Models (LLMs)—including OpenAI, Grok, Gemini, and Perplexity—to power custom drafting, search, and research workflows. We also support direct integrations with Google Apps, LexReception, and other essential platforms to seamlessly synchronize scheduling, client communications, and intake records.
Yes. All petitions, certificates, wills, and pleadings are drafted based on standard county jurisdiction guidelines and templates. However, Heirlo stands strictly as a co-pilot; all generated materials are presented in an editable editor format for attorney-of-record review and final signature authorization before filing.
Absolutely. We hold zero-model-training compliance agreements with our model providers. None of your estate files, drafts, client records, or intakes are used to train public models. All database storage is encrypted at rest using AES-256 keys.
You can sign up instantly without commitment. You will have full access to our Professional tier features. If you decide the platform is not a fit for your firm, you can cancel online at any time before the 14 days expire without being billed.
