Family & Estate Document Intelligence

Every Important Family Document. One Secure, Searchable Place.

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.

100% Free to Get Started No Credit Card Required Set Up in 2 Minutes
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Your Trust Documents, Protected
Keep your will, trust, and important records private, organized, and ready when your family needs them.

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.

More Than Storage. Built for the Moments That Matter.

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.

How Estatary Works

Get your important documents organized, understood, and ready when you need them.

1
Create Your Free Vault

Takes 30 seconds. No credit card required.

2
Upload Documents

Drag and drop wills, deeds, insurance policies, and the other documents your family needs.

3
Ask Questions & Share Access

Get instant AI summaries and invite trusted family members, executors, or advisors.

See Estatary in Action

See how easy it is to keep your family's important documents organized and accessible.

Free Tier

Start With Estatary for Free

Create a secure home for your family's essential documents with no upfront cost
and no credit card required.

Use our free tier to get started

3 vaults with 5 documents each
Organize important documents and share access to only those who need it.
20 MB secure storage
Upload and organize your essential documents with plenty of storage for large files.
5 included AI insights per Month
Try AI-powered answers from your documents then upgrade any time to unlock more insights.

Why Families Use Estatary to Keep Everything Together

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.

AI That Reads Your Documents For You

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.

Ask Questions. Get Instant Answers 

"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.

You Control Who Sees What

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.

One Intelligent Platform 

  • Secure Family Document Vault
  • AI-Aided Search Across Every Document
  • Wills, Trusts & Estate Planning Records
  • Deeds, Titles & Property Records
  • Insurance Policies & Account Registers
  • Executor & Estate Planner Access
  • Per-Person Permissions You Control
  • Key Date & Renewal Awareness
  • Final Wishes & Instructions

End the Scavenger Hunt

Replace the filing cabinet, the safe deposit box, and the shoebox of paperwork with one organized record your whole family can rely on.

Secure by Design

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.

Built for Families and Their Advisors

Invite spouses, children, executors, trustees, and estate planning attorneys — each with exactly the access you choose to give them, and nothing more.

Bank-Grade Protection for Family Records

The same security standards trusted by financial institutions, applied to your family's documents.

SOC2 Type II
GDPR
AES-256
ISO 27001


Don't Leave Your Family Guessing

Bring your family's documents, property records, and final instructions into one intelligent platform built for the people who will need them.

Estatary

Secure document intelligence for families and their estates. Keep wills, deeds, insurance policies, account records, and final instructions in one secure, searchable place. Give the family members, executors, and advisors you trust access to the information they need when it matters.

Ready to Protect What Your Family Will Need?

Join families, executors, and estate planners using Estatary to keep every important document organized, searchable, and secure.

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© 2026 The FinCEN Report Company, LLC. Secure document intelligence for families and estates.