Plan B Forum vs Heir VIP

For Plan ₿ events worldwide, access event schedules, connect with fellow attendees, and set up 1:1 meetings seamlessly

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.