Household Asset Intelligence for Your Clients
Help your clients document, organize, and understand their physical assets - so you can deliver better service with complete information.
The challenge professionals face
Your clients own valuable physical assets - collectibles, jewelry, heirlooms, artwork, and everyday items - but most can't articulate what they have or what it's worth.
Without organized documentation, insurance coverage has gaps, estate plans are incomplete, and appraisals start from scratch every time. You're left working with incomplete information.
Built for your practice
HeirDock's Partner Portal serves professionals across industries.
Improve coverage accuracy, streamline claims documentation, and identify gaps before they become problems.
Access organized asset records, distribution plans, and successor designations to support complete estate planning.
Gain a complete picture of client wealth - including the physical assets that traditional financial tools miss.
Start with structured baseline data, photos, and market comparables rather than building from scratch.
Learn more
See the 5-step partner workflow from registration to client service.
Client workspaces, document sharing, analytics, and team management.
Flexible plans from Solo to Enterprise. Start with a free 60-day pilot.
How insurance agents, estate planners, and appraisers use HeirDock.
See how HeirDock works for partners
Schedule a demo to explore the Partner Portal and learn how it fits your practice.