What is the Estate Manager Portal?
The Estate Manager Portal is Storehouses’ enterprise solution for professional asset managers. It enables estate planning firms, wealth management companies, law firms, and family offices to manage their clients’ alternative asset portfolios from a centralized dashboard.Access the Portal
Sign in to the Estate Manager Portal
Who is it For?
Estate Planners
Manage client asset inventories as part of comprehensive estate planning services
Wealth Advisors
Track client collectibles and alternative assets alongside traditional portfolios
Law Firms
Document and manage client assets for legal proceedings, trusts, and estates
Family Offices
Oversee multi-generational wealth across precious metals, art, collectibles, and more
Enterprise Plans
Storehouses offers two enterprise-level plans:Enterprise Plan
For professional firms who manage client portfolios.Managed Pro
Clients whose assets are managed by an Enterprise firm receive automatic Pro-tier access at no additional cost.When a firm establishes a relationship with a client, that client’s subscription is automatically upgraded to Pro. The client pays nothing—their Pro access is covered by the firm relationship.
How It Works
The flow works like this:
- A firm creates an account and adds seats for team members
- The firm requests access to a client, or the client invites the firm
- A relationship is established with specific permissions
- Firm users can now access client data (items, collections, locations, etc.) based on their role and permissions
Key Concepts
Firms
Firms
A firm represents your organization—the estate planning company, law firm, or family office. Each firm has a unique lookup code (slug) that clients can use to find and invite you.
Seats
Seats
Seats are individual user accounts within a firm. Each employee who needs portal access requires a seat. Seats have different roles with varying levels of access.
Client Relationships
Client Relationships
A relationship is established when a client grants your firm access to their portfolio. Relationships define what permissions your firm has over the client’s data.
Assignments
Assignments
For firms with multiple employees, assignments control which team members can access which clients. Admins can see all clients; managers and viewers only see their assigned clients.
Portal Features
Client Management
Client Dashboard
View all clients at a glance with portfolio summaries, total values, and quick access to detailed views
Item Management
View, add, edit, and organize client items (based on granted permissions)
Firm Notes
Add private notes to client items that only your firm can see—perfect for internal documentation
Export & Reports
Generate PDF reports and CSV exports for client portfolios (all exports are audit-logged)
Team Management
Security & Compliance
Enterprise-Grade Security
- Audit Logging: Every action is logged with tamper-resistant, hash-chained records
- Permission Controls: Granular permissions at the firm-client relationship level
- Row-Level Security: Database-level access controls ensure data isolation
- Legal Verification: Heir management requires additional legal verification
Getting Started
1
Create Your Firm
Set up your organization in Storehouses and configure basic settings
2
Add Team Members
Invite employees and assign appropriate roles (Owner, Admin, Manager, Viewer)
3
Connect with Clients
Request access from existing clients or have clients invite your firm
4
Manage Portfolios
View and manage client assets through the portal dashboard
Portal URL
The Estate Manager Portal is accessible at a dedicated subdomain:Next Steps
For Firms
Complete guide for estate managers using the portal
For Clients
Guide for clients granting firm access
Permissions
Understand the permission system
Security
Security features and compliance