Estate Planning
Wills, beneficiaries and succession — kept current
Estate Planning tracks each member's will, trust arrangements and beneficiary designations, with execution status and the documents behind them.
The dashboard's estate-readiness score makes gaps visible: which living members lack an executed plan, which designations are stale, and what needs attention — so succession is a managed process, not a discovery.
Capabilities
Plans per member
Wills and trust arrangements with execution status.
Beneficiary registry
Designations linked to members, assets and entities.
Readiness scoring
A live view of who is covered and who is exposed.
Document linkage
Executed documents attached in the secure vault.
Record Types
Explore more capabilities
Insurance & Coverage
Personal, property, vehicle and company insurance in one view — with a coverage-gap analysis that shows what is uninsured or underinsured.
Tasks, Alerts & Approvals
Tasks with owners and due dates, reusable templates, an approvals chain and a rule-driven alerts engine watching every expiry and deadline.
Document Vault & Data Rooms
A categorized, org-isolated document vault with OCR-assisted capture — plus scoped data rooms for time-limited, audited external sharing.