- Product Design
- Frontend
- LegalTech
Heirwise
A probate estate-management product for Pennsylvania: document intake, a phase-gated workflow, an estate ledger, and a beneficiary portal, built under Arsenal AI's venture-studio group.
- Timeframe
- Current work
- Role
- UX Design Engineer
- Contribution
- Designed and prototyped core product flows, iterated reusable interface patterns, and contributed frontend implementation for a production product.
Settling an estate in Pennsylvania runs through a lot of paperwork.
Heirwise is a probate estate-management product built under Arsenal AI's venture-studio group. It covers document intake, a phase-gated workflow, an estate ledger, and a portal for beneficiaries, scoped to Pennsylvania probate.
As UX Design Engineer, I designed and prototyped the core product flows, iterated the reusable interface patterns, and contributed frontend implementation.
Every area of the product reads from and writes to the same probate record.
The product covers five connected areas: document intake and OCR review, an estate ledger for assets and liabilities, role management for executors and beneficiaries, a phase-gated workflow, and Elin, an AI assistant with its own billing tiers.
Pennsylvania's probate rules assign priority tiers to different debts and beneficiaries. That constraint shows up in both the ledger's ordering logic and the workflow's task sequencing.
Each phase gates the next.
The workflow is a phase-gated checklist. Each phase carries its own upload, review, and document-generator screens, and the next phase only opens once the current one clears.
That structure surfaces one next step at a time, tied to whichever phase is currently open.
The executor confirms every OCR-extracted field before it's saved.
Uploaded documents run through OCR using AWS Textract and Bedrock, then a human review screen where the executor confirms the extracted fields before anything is saved.
Confirmed documents consolidate into the decedent record, the asset inventory, and the role registry. The originals stay in a secure vault.
The ledger blocks the distribution plan until the estate is solvent.
The ledger tracks assets and liabilities, checks solvency and liquidity, and orders distributions by Pennsylvania's priority tiers.
A distribution plan only becomes available once the estate's assets clear its liabilities. I built solvency as a blocking condition in the ledger, checked before the plan can be generated.
Executors, beneficiaries, and other contacts each see a different view of the same estate record.
The executor owns the estate record. Beneficiaries see a read-only portal with an ask-the-executor message thread and a solvency banner. Other contacts come in through a Clerk-based invite and directory.
Splitting the read-only and owning views kept beneficiaries informed without giving them edit access to the ledger or the workflow.
Elin answers questions using the estate's own documents and ledger.
Elin is a RAG-grounded AI assistant that answers questions against the estate's own uploaded documents and ledger, with an optional court-information search.
Billing runs on Stripe with free and premium tiers. The core workflow and ledger stay free; Elin's guidance and document generation sit behind the premium tier.
Heirwise is in production.
Heirwise is in production and listed publicly as one of Arsenal AI's venture-studio companies, linked from Arsenal AI's own site.