Estatary keeps wills, trusts, deeds, insurance policies, titles, account records, and end-of-life instructions organized in one secure vault — and lets family members, executors, and estate planners find answers instantly with AI-aided search.
Family Document Security, Simplified
One platform to gather, organize, and understand the documents your family will need — with bank-grade security and AI-powered answers built in.
Most families keep their most important documents scattered across filing cabinets, safe deposit boxes, email inboxes, and a folder only one person knows about. When something happens, the people who need those documents can't find them.
Estatary changes that.
Upload your family's documents once and create a single, secure system of record for your estate. Our AI-powered platform organizes what you upload and surfaces the details buried inside — beneficiaries, policy numbers, executors, account information, property descriptions, and key dates — so no one has to read fifty pages to find one answer.
From wills, trusts, and powers of attorney to deeds, titles, insurance policies, tax records, and final wishes, Estatary keeps everything connected, searchable, and secure. You decide who can see what — a spouse, an adult child, an executor, or your estate planning attorney — and they get the answers they need, when they need them.
Keep wills, trusts, deeds, titles, insurance policies, account records, and final instructions in one secure place. No more searching through filing cabinets, safe deposit boxes, or old emails when it matters most.
Every document you upload is automatically analyzed and organized. Beneficiaries, executors, policy and account numbers, property details, and renewal dates are surfaced for you — no need to read the fine print yourself.
"Who is the executor?" "Which policies name the grandchildren?" "Where is the deed to the lake house?" Family members, executors, and estate planners get straight answers with links to the exact document that proves it.
Share a single policy with one child, give your executor access to everything, and invite your estate attorney to just the documents they need. Access is granted per person and can be changed or revoked at any time.
Replace the filing cabinet, the safe deposit box, and the shoebox of paperwork with one organized record your whole family can rely on.
Your family's most private records deserve real protection. AES-256 encryption, access logging, and strict permissions are built into the foundation of the platform.
Invite spouses, children, executors, trustees, and estate planning attorneys — each with exactly the access you choose to give them, and nothing more.
The same security standards trusted by financial institutions, applied to your family's documents.
Bring your family's documents, property records, and final instructions into one intelligent platform built for the people who will need them.
Secure document intelligence for families and their estates.
Our team is here to help you get your family's most important documents organized, secured, and ready for the people who will need them.
Use our contact form to book a walkthrough, ask a question, or talk with someone about setting up a vault for your family or your estate planning practice. We'll help you every step of the way.
Join families, executors, and estate planners using Estatary to keep every important document organized, searchable, and secure.