Product Roadmap

Record beneficiary designations on 401(k)s, IRAs, and life insurance — the assets that pass outside the will. Flag outdated or missing designations.

Add optional expiration dates to documents and surface a dashboard widget with email reminders for anything expiring in the next 90 days — passports, insurance renewals, trust amendments.

A configurable weekly or monthly email summarizing estate activity: tasks due, documents expiring, readiness score changes, and account balance updates.

Prompt users to review and update their estate after major life events — marriage, divorce, new child, home purchase, retirement, or the death of a named beneficiary or executor.

Add liability tracking (mortgage, car loans, HELOCs, student debt) alongside existing asset accounts. Show net worth = total assets minus total liabilities as the headline number.

Send a document request to a member or external contact (attorney, accountant). They get a secure upload link — no account required — and the file lands in the estate as a pending review item.

An encrypted vault for storing digital account credentials — email, banking, social media, streaming, crypto. Designated members can retrieve credentials in the event of incapacitation.

Advisors can create a structured action plan — an ordered checklist of recommended tasks with due dates and priority. Clients see it prominently on their dashboard.

For Pro subscribers managing multiple estates, a single-screen table showing readiness score, member count, last activity, and outstanding tasks per estate.

When re-uploading a document with the same name or category, offer to save it as a new version rather than replacing. Retain old versions with timestamps.

Run OCR on uploaded PDFs and images and index extracted text so users can search across all documents by keyword.

An informal companion document to the will — where to find accounts, digital passwords, funeral preferences, personal messages to loved ones. Generates a printable PDF.

A guided wizard for creating a living will and advance healthcare directive — covering life-sustaining treatment preferences, organ donation, HIPAA authorization, and naming a healthcare proxy.

When uploading a document, use AI to suggest the correct category (Will, Deed, Insurance, Tax Return, etc.) before saving — reducing friction on upload.

Sync task due dates and reminders to Google Calendar or Apple Calendar so users engage with estate tasks from wherever they manage their schedule.