Partner Use Cases
How professionals across industries use HeirDock to serve clients better.
Insurance Agents
Review client household inventories to ensure adequate coverage. Identify high-value items that may need riders or additional policies. When claims arise, access organized documentation with photos, serial numbers, and valuations to accelerate the process.
Estate Planners
Access structured asset records and distribution plans to support comprehensive estate planning. See successor designations, legacy messages, and item-level assignment preferences. Export documentation for trust and estate documents.
Appraisers
Start appraisals with structured baseline data - photos, categories, AI-generated market comparables, and client-provided context. Reduce on-site time and deliver more thorough valuations with better documentation.
Financial Advisors
Gain visibility into the physical asset portion of client wealth that traditional financial tools miss. Use household data to inform holistic wealth management conversations and identify protection gaps.