Hierkey – Virtual Assistant Platform

  • Category: SaaS
  • Client: Albert
  • Location: USA
  • Stack: ReactJs, NestJs, Supabase

Project Overview

HeirKey is a secure, cloud-based digital legacy management platform designed to help individuals organize, protect, and transfer their personal and digital assets to trusted beneficiaries.

In today’s digital-first world, users manage multiple online accounts, financial assets, and sensitive documents. HeirKey provides a centralized, highly secure system to ensure that this critical information is preserved and accessible when needed, especially during emergencies or posthumous scenarios.

Problem Statement

Managing digital and personal assets across multiple platforms presents several challenges:

  • Lack of a centralized system to store sensitive digital and personal information
  • Risk of losing access to critical accounts and documents
  • No structured process for transferring assets to beneficiaries
  • Security concerns when sharing sensitive information
  • Complex and unorganized estate planning processes

These issues can lead to data loss, legal complications, and emotional stress for families during critical times.

Solution

HeirKey provides a secure, structured, and user-friendly platform that enables individuals to:

  • Organize digital and personal assets in one place
  • Define beneficiaries and control access permissions
  • Enable emergency access through a secure approval workflow
  • Ensure seamless transfer of information when needed

The platform combines advanced security, role-based access, and intelligent workflows to simplify digital legacy planning.

Key Features

Multi-Tiered Subscription System

  • Temporary Key (trial access with limited categories)
  • Spare Key (enhanced features with emergency access)
  • All-Access Key (full access with unlimited categories)

Advanced Security Infrastructure

  • AWS KMS encryption for sensitive data protection
  • Two-Factor Authentication (SMS/email)
  • Audit logging for all user activities
  • Secure session management with automatic expiration

Comprehensive Asset Management

Users can organize data across categories such as:

  • Home instructions and documents
  • Will location and funeral arrangements
  • Social media accounts
  • Financial plans and insurance
  • Important contacts and passwords

Emergency Access System

  • Request-based access with approval workflow
  • Configurable wait periods (24–168 hours)
  • Real-time notifications to account owners
  • Automatic access if no response is received

Keyholder Management

  • Role-based access control
  • Secure invitations for trusted individuals
  • Granular permissions at category level
  • Emergency access handling

Innovation & Differentiators

  • Hybrid digital-physical asset planning approach
  • Time-delayed emergency access mechanism
  • Multi-user collaboration system
  • Progressive disclosure of sensitive information
  • Mobile-first experience

System Architecture

  • Microservices-based backend architecture
  • Modular and scalable system design
  • Secure API communication
  • Role-based data access and control
  • Cloud-native deployment with high availability

Technology Stack

Frontend

  • React.js – Responsive and modern UI

Backend

  • Node.js, Express, NestJS – Scalable API architecture

Database

  • MongoDB – Flexible and high-performance data storage

Cloud & Infrastructure

  • AWS (S3, KMS) – Secure storage and encryption
  • Auto-scaling infrastructure
  • Multi-region redundancy and backups

Target Users

Primary Users

  • Estate planning individuals (35–65)
  • Tech-savvy professionals managing digital assets
  • Elderly individuals simplifying legacy planning

Secondary Users

  • Beneficiaries and keyholders
  • Legal professionals (estate planners)
  • Financial advisors

Unique Value Proposition

  • Combines security, accessibility, and structured legacy planning
  • Enables controlled and time-delayed access to sensitive data
  • Offers role-based collaboration for families and professionals
  • Built with enterprise-grade security and compliance (GDPR)
  • Designed specifically for modern digital asset management needs

Business Impact

HeirKey delivers significant value by:

  • Providing a secure and centralized digital asset management system
  • Reducing risks of data loss and unauthorized access
  • Simplifying estate and legacy planning
  • Enabling smooth and secure transfer of assets
  • Enhancing trust and transparency for families and stakeholders

Future Enhancements

  • AI-based asset categorization and recommendations
  • Blockchain-based audit trails for enhanced transparency
  • Mobile app with offline secure vault
  • Integration with legal and financial institutions
  • Advanced analytics for asset tracking and planning

Conclusion

HeirKey redefines how individuals manage their digital and personal legacy. By combining advanced security, structured workflows, and user-centric design, it ensures that critical information is protected, organized, and accessible when it matters most. The platform not only simplifies estate planning but also provides peace of mind for users and their families in an increasingly digital world.

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