User Guide

What Heirwise does, what it deliberately won't do, what to gather before you start, and where to begin.

Your account and the estate, the 23 document types Heirwise recognizes, how extraction and review work, the vault, and managing the people involved.

The ledger, how assets and debts are recorded, paying debts in the right order, solvency versus liquidity, the balance sheet, and locking the inventory.

How phases, task dependencies, and the four kinds of task work — then a walkthrough of each phase and the automatic checks that gate the end of the process.

The forms Heirwise fills, the difference between a filled form and an attorney information packet, the missing-field gate, renunciations, and every way to get data out.

Getting the estate its own tax ID and bank account, the tax filings and the final accounting, and the creditor period that gates the end of the process.

Building and locking the distribution plan, the Final Distribution Schedule, Receipt and Release forms, and the order in which to close everything down.

What Elin can answer, what it refuses and why, how court lookups work, what happens to your sensitive data in a conversation, and how to ask well.

Exactly what a beneficiary can and cannot see, the three conditions that reveal their distribution, the Ask the Executor channel, and managing access.

The one-time purchase model, how the usage allowances work, and what happens at checkout.

How documents and sensitive fields are encrypted, how personal identifiers are handled, who can see what, the audit trail, and closing your account.

The Heirwise-specific vocabulary, an index of the forms and filings, what to do when something isn't working, and quick answers to the questions that come up most.