Create a fiduciary matter
Identify the engagement, your role, the jurisdiction, and the stage of work. Choose trust, estate, conservatorship, guardianship, or other.
Explore this stepA process you can follow
A clearer path, one step at a time.
From the first governing document to the record of a considered decision, keep the work connected.
Organize the governing documents
Keep the trust, will, appointment records, court orders, and amendments associated with the right matter. Secure uploads require the production storage connection.
Explore this stepWalk through onboarding
Use a guided checklist to organize what is known, what is missing, who is involved, and what needs professional attention. Live AI assistance is a pending integration.
Explore this stepIdentify duties and open questions
Separate sourced requirements, suggested practices, and user-created tasks. Confirm every legal deadline’s source, trigger, assumptions, and applicability.
Explore this stepDocument decisions and delegation
Record alternatives, qualifications, fees, scope, conflicts, reasons, and the review process. Preserve human judgment and approval.
Explore this stepBuild the Evidence File
Connect original documents, decisions, communications, professional reviews, and supporting research. Generate a report and an index.
Explore this stepMaintain the chronological history
View changes and follow-up in the timeline. A permanent record requires durable storage, versioning, audit controls, and retention policies; the current preview resets on reload.
Explore this stepThe fictional demo remains temporary. A separate owner-only document pilot supports saved matters and original uploads. AI activation and production security validation are pending. Open the private pilot