Heirlo helps probate firms move estates forward from intake and document organization to matter preparation, procedural workflows, deadlines, and attorney review, all from one purpose-built platform.
Based on intake data and uploaded documents, Heirlo prepared a petition draft for attorney review.
From intake through preparation and review, Heirlo helps your team coordinate the operational work required to advance probate matters.
Organize intake information and estate documents into a structured matter so your team can quickly understand the people, dates, assets, documents, and information involved.
Heirlo helps identify missing information, organize matter requirements, prepare documents and workflows, and surface the next operational steps for the team.
Attorneys and staff review the work that requires professional judgment, make corrections when necessary, and move the matter into its next stage.
Software vs. operations
Traditional case-management software records the work your team needs to do. Heirlo is being built to help prepare and coordinate that work, bringing matter intelligence, probate workflows, documents, and attorney review into one operational system.
Heirlo brings matter information, documents, workflow preparation, procedural tracking, and AI-assisted probate operations into one purpose-built platform.
Heirlo helps organize and interpret estate documents so critical information can become part of the matter instead of remaining buried inside PDFs.
Know where every estate stands, what work has been prepared, what information is missing, and what needs attention next.
Use AI within the context of the estate, not as a disconnected chatbot, to help analyze information, prepare work, and surface issues for review.
Heirlo is designed to automate and assist with operational probate work while keeping attorneys in control of legal judgment, approvals, and final decisions.
Your inputs, document uploads, and case records are not used to train public LLM models. Matter data is kept isolated to your firm.
Database records are encrypted at rest using AES-256 keys, and transit sessions are protected by TLS 1.3 certificates.
Heirlo supports deadline tracking, conflict review, document preparation, and structured approvals without replacing professional judgment.
Choose the plan that fits your estate administration workload. All packages include a 14-day trial.
For small probate practices bringing intake, checklists, documents, and matter organization into one platform.
Advanced probate workflows, document preparation, and matter intelligence for firms reducing administrative work.
For high-volume probate and estate planning firms building more operational capacity.
Common queries from probate and estate practitioners evaluating Heirlo.
Traditional practice-management platforms are designed to manage the business of a law firm across many practice areas. Heirlo is purpose-built around probate administration and helps structure matter information, prepare probate workflows, organize documents, and reduce repetitive administrative work.
No. Heirlo can assist with organizing information and preparing probate work, but legal judgment and final approval remain with the attorney. Documents and workflows should be reviewed before filing, execution, or client delivery.
No. Heirlo is designed to reduce repetitive operational work while keeping attorneys and legal staff in control of judgment, review, and client representation.
Heirlo is designed for sensitive estate information with isolated firm data, encrypted storage, encrypted transit, and model-provider arrangements that do not use customer files to train public models.
