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ESTATE, TRUST AND ENTITYWhat it is
The will, explained.
Sets out how a person’s estate is distributed and who administers it. Advisors need the current version, and an outdated will is one of the most common estate planning gaps.
Key fields
What Intelligent Document Processing extracts
TestatorDate signedExecutorsBeneficiariesGuardians for minorsLawyer
How IDP works With FutureVault
How FutureVault handles the will.
Kept in the family vaultCollect the Will securely and file it to the right family member or entity.
Shared with trusted advisorsPatented Trusted Advisor permissioning gives lawyers, accountants and family exactly the access they need.
Flagged when out of dateVault Insights AI surfaces missing or outdated estate documents across a household.
FAQ
Will questions, answered.
When is the will due?
When signed, and reviewed after major life events.
Can FutureVault extract data from the will?
Yes. Intelligent Document Processing reads the will and captures fields such as testator, date signed, executors, with a confidence score on every field and human review for anything uncertain.
How does FutureVault handle the will?
Collect the will securely and file it to the right family member or entity. Patented Trusted Advisor permissioning gives lawyers, accountants and family exactly the access they need.