Store names, phone numbers, and email addresses for everyone who matters to your estate — family, attorneys, doctors, executors, and trusted friends. Personal: 100 contacts. Family: 500. Pro: unlimited.

Track your business entities — LLCs, S-Corps, partnerships, and trusts — including ownership percentages, co-owners, and what to do when you pass. Most families have 1–3; real estate investors and business owners often have 10+.

A searchable index plus uploaded copies of your important documents — will, trust, deeds, powers of attorney, healthcare directives. Personal stores up to 5 documents, Family 25, Pro unlimited. Files are encrypted in Google Cloud Storage and only accessible by you.

A safe place to record what online accounts exist (email, banking, crypto, password managers) and how to access them in an emergency. Your family won't lose money locked behind logins nobody can recover.

A 0–100 score showing how well-organized your estate is, updated automatically as you fill in your vault. Quickly see what's missing and where your biggest risks are.

A special mode that activates when a death certificate is uploaded, giving your executor or spouse step-by-step guidance through everything that needs to happen. Replaces the chaotic "what do I do now?" moment with a clear, sequenced checklist.

Pre-written emails and letters your survivor can send to attorneys, CPAs, insurance carriers, banks, the Social Security Administration, employers, family, and friends. Cuts hours of stressful writing during the worst week of their lives.

Track how many certified copies of the death certificate you've ordered, where they've been sent, and which institutions still need one. Each institution (bank, insurer, DMV) requires its own original certified copy.

Build a personal legacy package your family will treasure — an AI-assisted obituary draft, personal messages to specific family members, and your final wishes for service, burial, and funeral arrangements. Available to view on all plans; editing requires Estate Pro.

Anthropic's Claude reviews your vault and surfaces gaps your attorney or CPA might miss — missing documents, ownership conflicts, state-specific tax exposure, and beneficiary mismatches. Personal: 1/yr. Family: 4/yr. Pro: unlimited.

Upload your actual estate documents — wills, trusts, LLC operating agreements, powers of attorney — and Claude reads them line by line, flagging risks your attorney might have missed. Each finding cites the exact page and passage so you can discuss it with your advisor.

A full written report from Claude that explains the state of your estate, what's working, what's at risk, and what to ask your attorney about. Includes plain-English explanations of complex issues like step-up basis, charging order protection, and homestead exemptions.

A guided yearly check-in across 13 categories of life changes — new property, new family members, address changes, beneficiary updates, business changes. Surfaces what's stale in your vault so your estate plan stays current year after year.

Direct email access to the EIV team for any question — from how to add a property to what a particular gap analysis flag means. We respond within 1 business day, often same-day.