Document Vault

Store, organize, and share your most important estate planning documents — encrypted and always accessible.

All documents are encrypted with AES-256 at rest and in transit. Only you and your designated trustees can access this vault.

AI Key-Term Extraction

After uploading a PDF, expand any document and click "Extract Key Terms" to identify named parties, dates, defined terms, and clause headings for advisor review. No legal interpretation is provided.

Core Estate Documents

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Additional Documents

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Upload property deeds, insurance policies, marriage certificates, and any other important documents here.