1

Create your household

Sign up and create your Household Record. Add your first property - your home, a storage unit, a vacation house - and you're ready to begin. The setup takes less than five minutes.

2

Catalog your items

Use the guided wizard to add items one at a time. Take a photo and let AI Identify recognize the item, suggest a category, and estimate market value using real comparable sales data. Add details like purchase date, serial numbers, or receipts as evidence.

There's no rush - add items whenever it's convenient. Five items today, five more next weekend. HeirDock grows with you.

3

Organize and share

Assign items to people, add stories and context, organize into collections, and invite Trusted Participants to view or contribute. Use roles to control access:

  • Viewers can see items assigned to them
  • Contributors can help catalog and add items
  • Stewards have elevated access for estate planning
4

Stay protected

Store sensitive documents in the encrypted Vault - wills, deeds, insurance cards, certificates. Link insurance policies to items and get Coverage Insights that identify potential gaps. When you need it, export a comprehensive Home Asset Snapshot for insurance claims, estate planning, or family reference.

Have questions?

We'd love to tell you more about how HeirDock can help your household.