Secure Document Vault
Upload once. Use everywhere.
Encrypted always.
A secure place for every estate document. Upload wills, deeds, and certificates — our OCR auto-extracts the data you need so you never type it twice.
Built for peace of mind
AES-256 encryption
Every document is encrypted at rest and in transit. We're pursuing SOC 2 Type II certification so your most sensitive files stay protected.
OCR auto-extraction
Upload a death certificate and watch the data appear. Our OCR pulls names, dates, and account numbers to auto-fill forms and tasks instantly.
Controlled family sharing
Invite family members with view-only or edit access. Revoke permissions anytime. Everyone stays informed without risking the originals.
One organized place
No more searching through filing cabinets, email, and desk drawers. Every estate document lives in one place, organized and instantly searchable.
How it works
Upload your documents
Drag and drop or photograph. We accept everything — wills, deeds, certificates, bank statements, insurance policies, and more.
We extract the data
OCR pulls key information — names, dates, account numbers — to auto-fill forms and tasks so you never retype a thing.
Share securely
Give family members access with granular permissions. View-only, edit, or full control — you decide who sees what.
Works with every Afterpath feature
$199 for everything. First year free.
This feature is included in the Afterpath platform alongside Pathfinder, Phase Rail, Estate Ledger, Document Vault, Filing Desk, and Deadline Engine.
Frequently asked questions
Everything: death certificates, wills, deeds, bank statements, insurance policies, tax returns, photos of physical documents. If it's part of the estate, it belongs in the vault.
AES-256 encryption at rest, TLS 1.3 in transit. We're pursuing SOC 2 Type II certification. Your documents are safer than in a filing cabinet.
Yes. Set view-only or edit access per document or folder. Revoke access anytime. You always stay in control of your sensitive information.
Our OCR reads your documents and pulls out key data — names, dates, account numbers — to auto-fill forms and checklists, saving you hours of manual entry.
Your documents, organized and secure
Join the waitlist for encrypted estate document management.