Estate Planning Document Services

Heir Flow is currently in a limited-release phase as we finalize our state-specific document engines. Full self-service functionality is coming soon for our 10 supported states. Join the Waitlist

Now serving these states: Arizona, California, Florida, Hawaii, Idaho, Illinois, Nevada, Oklahoma, Oregon, and Washington

Secure Your Legacy with Heir Flow: Modern Estate Planning for Every Family

The Evolution of Estate Planning

For decades, estate planning was viewed as a luxury service reserved exclusively for the wealthy. Navigating the legalities of Wills, Trusts, and Power of Attorney often required expensive retainers, multiple in-person office visits, and a mountain of complex paperwork. Many families found themselves "legally stranded"—understanding the importance of protection but unable to justify the high costs or find the time for traditional legal processes.

At Heir Flow, we believe that peace of mind should be accessible to everyone. We are a digital-first, self-service platform designed to modernize the traditional estate planning experience. Based in Beaverton, Oregon, we provide the tools, insights, and state-specific documents necessary to ensure your legacy is protected, your healthcare wishes are known, and your family is secure. We aren’t just a document service; we are a platform built on the belief that when families understand their goals, they have the power to protect their own futures.

Why Estate Planning is Essential in 2026

Estate planning is no longer just about what happens to a bank account. In 2026, our lives are a complex blend of physical property, digital assets, and specific healthcare preferences. Without a clear, legally binding plan, these vital decisions are left to state laws and probate courts, often leading to months of delays, unnecessary taxes, and family conflict.

Heir Flow empowers you to take control. Whether you are a homeowner in Oregon, a digital entrepreneur in California, or a retiree in Florida, our platform provides a suite of documents tailored to your life. From Medical Authorizations that ensure your healthcare wishes are honored to comprehensive Wills that protect your children’s guardianship, we make sure no detail is left to chance.

Our Digital Modernization Approach: How Heir Flow Works

We have removed the intimidation factor from the legal process. Heir Flow utilizes a streamlined, intuitive document engine that guides you through the planning process step-by-step.

1. Define Your Goals: Our intelligent questionnaire starts by helping you identify what matters most—whether it’s protecting your home, designating a healthcare representative, or securing your digital legacy.

2. Generate State-Specific Documents: Our system applies the specific legal logic required by your state. As we continue to expand, we currently serve residents in Arizona, California, Florida, Hawaii, Idaho, Illinois, Nevada, Oklahoma, Oregon, and Washington.

3. Execute with Confidence: Once your documents are generated, we provide clear, plain-English instructions on how to sign, witness, and notarize your papers to ensure they are legally binding in your jurisdiction.

More Than Just a Will: A Full Suite of Self-Service Tools

Heir Flow is designed to be a comprehensive resource for the modern planner. Beyond basic Wills and Trusts, we provide a variety of specialized tools to help you manage the complexities of your estate:

Medical Authorizations & Advance Directives: Ensure your medical team knows exactly who to speak with and what decisions to make if you are unable to speak for yourself. These documents are vital for every adult, regardless of estate size.

• Durable Power of Attorney: Appoint a trusted individual to manage your financial affairs, ensuring that your bills are paid and your assets are managed without interruption.

• County Deed Locator: Understanding your real estate holdings is a cornerstone of estate planning. Use our integrated locator to find essential property information quickly.

• Amortization & Financial Planning: Use our built-in calculators to understand your mortgage and debt structures, allowing you to plan for the exact value of the assets you are passing on.

Expertise You Can Trust: The Heir Flow Difference

Trust is the most important element of any estate planning service. Heir Flow was founded by professionals with nearly a decade of experience as high-level paralegals specializing in estate planning and probate. Having seen the inner workings of traditional law firms since 2018, we saw a gap in the market: people wanted the accuracy of a professional document but the speed and affordability of a modern digital tool.

By choosing Heir Flow, you are benefiting from years of industry insight. We have translated complex probate requirements into a user-friendly platform that prioritizes your awareness and empowerment. We ground our business in the real world—operating out of Beaverton, Oregon—to provide a level of transparency and accountability that offshore "form factories" simply cannot match.

Commitment to Security and Privacy

We understand that you are entrusting us with your most sensitive information. Heir Flow utilizes bank-level encryption and secure digital protocols to ensure your data remains your own. We do not sell your information to third-party marketers. In an age where digital privacy is paramount, we treat your legacy with the same respect and security we would apply to our own families.

Important Legal Disclaimer

Heir Flow is an online document self-service platform and an educational resource. We are not a law firm, and our employees are not acting as your attorneys. We do not provide legal, financial, or tax advice, and no attorney-client relationship is created through your use of this site. While our tools are designed to be legally robust, estate laws vary significantly by state. For highly complex estates involving international assets or contested family matters, we always recommend consulting with a licensed legal professional in your jurisdiction.

Start Your Journey Today

The best time to plan for the future was yesterday; the second-best time is today. Don't leave your family’s security to chance or the complexities of the probate court. Experience the digital modernization of estate planning and see how simple it is to protect what you love.

Heir Flow: Empowering your legacy to flow to the next generation.