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Tools & Features

Tools That Make Heirship Easy

Free interactive tools you can use right now, plus exciting features we're building to make your experience even better.

8 Features Live Now
5 Coming Soon

Available Now

These tools are live and ready to use — completely free, no account needed (except Client Portal).

Client Portal

LIVE

Your secure dashboard to track case progress in real-time, upload documents, message your coordinator, and stay updated every step of the way.

Secure login & signup
Real-time case tracking
Document upload & management
Direct messaging with your team

Free Eligibility Quiz

LIVE

Answer 7 quick questions to find out if an Affidavit of Heirship is right for your situation. Get instant results with personalized next steps.

7 simple questions
Instant results
Personalized recommendations
Free - no obligation

Call for a Custom Quote

LIVE

Every case is unique — pricing depends on your specific situation. Call us and we'll give you a clear, honest quote with no surprises.

Honest, upfront quote
No hidden fees
Tailored to your case
Free consultation included

Document Checklist Generator

LIVE

Get a personalized checklist of every document you'll need based on your specific case type. Track your progress and download or email the list.

Customized to your case
Progress tracking
Download as PDF
Email to yourself

Online Appointment Booking

LIVE

Schedule your free 30‑minute consultation online anytime. Choose phone, video, or in‑person meetings at times that work for you.

Phone, video, or in-person
Choose your date & time
Instant confirmation
Free consultation

Direct Phone & Text

LIVE

Reach our team instantly using the green phone button on your screen. Call or text us directly – no phone trees, no waiting on hold.

Direct line to our team
Call or text anytime
No phone trees
Quick response times

Secure Document Upload

LIVE

Upload your documents directly through our secure Client Portal. Drag‑and‑drop simplicity with bank‑level encryption to keep your files safe.

Drag & drop upload
Bank‑level encryption
10MB per file
PDF, DOC, JPG, PNG supported

Free Heirship Guide

LIVE

Download our comprehensive Texas Heirship Checklist with everything you need to know about the process, documents, and timeline.

Complete document list
Step‑by‑step timeline
Expert tips
Downloadable PDF

Coming Soon

We're building these features to make your heirship journey even smoother. Stay tuned!

COMING SOON
In Development

AI Chat Assistant

Get instant answers to common heirship questions 24/7. Our AI assistant will guide you through the process and answer FAQs.

COMING SOON
In Development

Case Status Tracker

Visual timeline showing exactly where your case stands, what's been completed, and what's coming next.

COMING SOON
Planned

Heir Family Tree Builder

Interactive tool to map out family relationships, making it easy to identify and document all heirs.

COMING SOON
Planned

Smart Document Scanner

Scan and upload documents directly from your phone. Our system will automatically categorize and organize them.

COMING SOON
Planned

Automated Notifications

Receive email and text updates whenever your case reaches a new milestone or requires your attention.

Want to be notified when new features launch?

Book a consultation and we'll keep you updated on all new tools and features.

Try Our Most Popular Tools

Start with any of these — they're free and take just a few minutes.

What Will It Cost?

Call us for a custom quote

Call (832) 333-4827