Estate Planning
Organize important legal and estate documents for your family.
Documents to Store
- Wills and trusts
- Power of attorney documents
- Healthcare directives
- Beneficiary designations
- Property deeds and titles
- Life insurance policies
Sample Questions
Ask Archevi questions like:
- "Where is dad's will stored?"
- "Who is the executor of the estate?"
- "What accounts need to be contacted?"
- "Who has power of attorney?"
- "When was the trust last updated?"
Getting Started
- Upload documents - Scan or photograph your documents
- Let AI organize - Archevi auto-categorizes and tags
- Ask questions - Get instant answers with source citations
Privacy Note
These documents are highly sensitive. Use Archevi's privacy controls:
- Set visibility to "Adults Only" or "Private"
- Enable 2FA for extra security
- Use secure sharing links with passwords