HeirSafe Competitors

Since pioneering legaltech in 2001, we have helped millions of people navigate the complexities of the legal system. By combining intuitive technology with attorney-led solutions, we guide people through all of life's personal and business legal needs.

Trust & Will, founded in 2017, is a leading U.S. digital estate planning platform trusted by over one million users. It offers guided, attorney‑approved online wills, trusts, healthcare directives and state‑specific documents for simple, secure estate planning and legacy protection.

SmartVault is the leading provider of a secure, cloud-based document management and client portal platform purpose-built for accounting and tax professionals. Founded in 2008, SmartVault helps firms streamline workflows, enhance client collaboration, and maintain the highest levels of security and compliance. Today, over 3 million users across 30,000+ businesses trust SmartVault to safely store, organize, and share more than 500 million documents worldwide. The platform integrates seamlessly with popular tax and accounting software — including Intuit Lacerte, ProSeries, ProConnect Tax, UltraTax CS, Drake, and CCH — allowing firms to automate client intake, document collection, review, delivery, and long-term storage all in one place. SmartVault is SOC 2 Type 2 compliant, offering security features that help firms meet IRS 4557, FTC Safeguards Rule, and GLBA compliance requirements. SmartVault goes beyond document storage to automate the full tax prep workflow, reducing manual work and saving firms up to 60–90 minutes per return. Designed specifically for accountants, bookkeepers, and financial professionals, SmartVault empowers firms to increase productivity, scale operations securely, and deliver an exceptional client experience — all while improving work-life balance for their teams.