HelloHQ for partners

For professional advisers who serve HelloHQ customers: lawyers, will-writing firms, licensed trust companies, accountants and tax advisers, and corporate service providers. Firm onboarding, verification, your client roster and the neutral directory. A client's data stays in their encrypted workspace; you are granted scoped, audited, revocable access, and you read it in the HelloHQ app.

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Collaborator roles

  • Estate lawyer

    Reads the estate record and drafts; can hold a handover key half.

  • Tax adviser

    Reads tax-relevant slices and comments on rules.

  • Wealth & structuring lawyer

    Reads the entity graph and mandate; proposes governance rules.

  • Financial adviser

    Reads the portfolio and proposes changes; the client applies them.

  • Accountant

    Reads tax-relevant slices and document records.

  • Executor

    Time-gated: opens only on the handover trigger.