The sage surface
The plan your family can actually follow.
Heir Protocol maps your documents, audits the gaps, monitors readiness, and activates instructions when family needs clarity most.
Open Heir ProtocolMap
Upload documents and pull in every item already in your Heirfolio.
Audit
Find stale documents, conflicts, missing instructions, and unclear bequests.
Monitor
Monthly pulse reports and proof-of-access checks for key people.
Activate
A living runbook for survivors, plus asset distribution workflows.