Documents & Legal Records
Centralize every important document — wills, trusts, insurance policies, deeds, medical directives, tax records, and more. Encrypted storage with role-based access for professionals and beneficiaries.
Document Vault
156 Documents SecuredSecure, Organized, Accessible
Every critical document in one encrypted vault with intelligent organization and granular access controls for your entire team.
Encrypted Document Vault
Bank-grade encryption at rest and in transit ensures sensitive legal documents are protected from unauthorized access at all times.
Role-Based Access
Different access levels for attorneys, executors, and beneficiaries. Each role sees only what they need, when they need it.
Version Control
Track every document update and change with full audit history. Never lose a previous version of a will, trust, or directive.
Automatic Organization
AI categorizes uploaded documents by type — wills, trusts, insurance, deeds, tax records, and more — instantly.
Common Scenarios
See how estate professionals centralize and manage critical documents for their clients.
Estate Attorney
Centralized 15 insurance policies, 4 trusts, and 28 tax filings into a single secure vault. Eliminated months of document searching during settlement.
- 15 insurance policies organized and linked to beneficiaries
- 4 trust documents with full version history tracked
- 28 tax filings categorized by year and type automatically
Wealth Manager
Linked financial documents to corresponding accounts for 12 high-net-worth clients, creating a complete picture for each estate plan.
- 12 client document vaults managed from one dashboard
- Financial documents linked directly to account records
- Beneficiary access configured per client requirements
Family Office
Managed multi-generational documents across 3 family branches with precise access controls, ensuring privacy between branches.
- 3 family branches with independent access controls
- Multi-generational documents organized by generation
- Attorney and executor access configured per branch
Ready to Secure Your Clients' Documents?
Give your clients peace of mind knowing every critical document is encrypted, organized, and accessible to the right people at the right time.
Schedule a Demo