Other
Clocr
Digital estate-planning platform that sits between consumer legacy planning and estate-planning professional workflows. Clocr offers family and digital vaults, online-account inventories, beneficiary and executor assignment, wills/directives, social-media instructions, emergency planning, and an estate-lawyer portal for managing multiple clients. The clearest practitioner-facing angle is its estate-lawyer product, which markets RUFADAA-aligned digital asset planning, audit trails, reporting, and admin dashboards so lawyers can capture clients’ digital assets and nominee instructions in a structured way. Independent review coverage is thin but real: Trustpilot shows a 4-star profile with 15 reviews, and Digital Legacy Management reviewed the service in 2021 as a business-capable digital estate planning dashboard with granular nominee permissions. Pricing is public for consumers and small users: freemium entry, $30/month, $141/year, or $475 lifetime for the Platinum service, with extra directive/will products sold a la carte. Security messaging is detailed but still vendor-led: Clocr claims AWS hosting, AES-256 encryption, TLS 1.2, MFA, penetration testing, and a patent-pending IPFS/blockchain-inspired file-sharding design, but there is no public SOC 2, ISO 27001, or formal trust-center documentation.
Company Info
- Founded: 2018
- Team size: 11-50 employees
- Funding: $15K
- HQ: United States
- Sector: Trust & Estate
What We Haven’t Verified
This page was assembled from publicly available information. Feature claims and workflow mappings are based on what the vendor and third-party listings publish — not hands-on testing or practitioner feedback.
Workflows
Based on practitioner evidence, Clocr is used in these workflows:
What practitioners struggle with
Real frustrations from legal professionals — the problems Clocr addresses (or should address). Sourced from practitioner reviews, Reddit threads, and case studies.
Executor inherits a loved one's estate and faces 600+ hours of paperwork — locating bank accounts, notifying agencies, filing probate, transferring titles — with zero training and while grieving
Young professional with a crypto portfolio worth $200K and social media accounts with 50K followers has no idea what happens to these digital assets when they die — their parents wouldn't even know how to access the crypto wallet, and Instagram will just memorialize the account unless someone files a request nobody knows about
Where it fits in your workflow
Before Clocr
Estate planner, financial planner, or family realizes digital assets and online accounts are not captured in the existing estate plan.
After Clocr
Lawyer or client exports or references the inventory while updating wills, directives, trust planning, and beneficiary instructions.If incapacity or death occurs, the executor or designated nominee uses the stored information to locate accounts, documents, and access instructions.
Integrations & hand-offs
Client intake and digital-asset inventory -> Clocr vault and nominee setup -> estate plan updates / beneficiary designations -> executor or family access when triggered.
Also used by similar teams
Community Data
Loading practitioner-sourced data…