Heir VIP
Advisor estate planning CRM
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Free
Rating summary
About
Heir VIP - Advisor Companion
Heir VIP is the professional companion app for certified estate planning advisors on the Heir platform. Manage clients, leads, training, and AI copilot tools from one secure mobile workspace.
KEY FEATURES:
• Client CRM
Track client profiles, inheritance plans, and onboarding status.
• Lead Inbox
Review and respond to inbound leads assigned to your practice.
• Certification & Training
Complete required modules and exams to maintain Heir VIP certification.
• AI Copilot
Get jurisdiction-aware guidance while working with clients.
• Secure Sign-In
Sign in with Apple and biometric protection for advisor accounts.
WHO IS IT FOR?
Licensed advisors, wealth managers, and estate planning professionals who partner with Heir to offer digital inheritance services to clients.
SECURITY:
- Advisor credentials stored in the device Keychain
- Face ID / Touch ID support
- No client private keys stored on advisor devices
Requires an approved Heir VIP advisor account.
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What's New in Heir VIP
1.2.3
September 5, 2026
What's New in Heir VIP: • Training hub for bar, CPA/CFP, and partner license submit — status comes from the server, not a default badge • Training videos play inside the VIP modules • Module knowledge checks reshuffle until you answer correctly • Send a real plan reminder from a client’s profile (cooldown and opt-out honored) • Optional device hygiene: erase this app’s sign-in on this phone if an estate you own becomes claimable (not a factory reset, not a client estate) • Advisor tools, contents assay, and CRM remain in the tab bar Thank you for partnering with Heir.
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