Ellis
Estate planning help
General information. Ellis is not your attorney.
Your estate-planning guide
Ellis sits in the green chat button at the bottom-right corner of the vault.
Click it, then type a question in everyday language. She can explain wills, trusts, powers of attorney, and how to use EstateVault.
She shares general information. She is not your attorney.
A concise view of testator identity, family, and key nominations from Client Onboarding.
Beneficiaries and allocation percentages captured in the Estate Builder.
Upload core estate documents once and access them anytime. Use Document Vault below for any additional files. Send a saved PDF for signature and the client signs it here. The signed copy is kept next to the original.
Core estate documents
Claude on Amazon Bedrock reads the PDF and returns a short section-by-section summary. Hover a section for the bullets. Amazon Bedrock does not use your documents to train the model. Using Claude on Amazon Bedrock.
Claude on Amazon Bedrock reads the PDF and returns a short section-by-section summary. Hover a section for the bullets. Amazon Bedrock does not use your documents to train the model. Using Claude on Amazon Bedrock.
Claude on Amazon Bedrock reads the PDF and returns a short section-by-section summary. Hover a section for the bullets. Amazon Bedrock does not use your documents to train the model. Using Claude on Amazon Bedrock.
Claude on Amazon Bedrock reads the PDF and returns a short section-by-section summary. Hover a section for the bullets. Amazon Bedrock does not use your documents to train the model. Using Claude on Amazon Bedrock.
Claude on Amazon Bedrock reads the PDF and returns a short section-by-section summary. Hover a section for the bullets. Amazon Bedrock does not use your documents to train the model. Using Claude on Amazon Bedrock.
Store any additional estate-related PDFs — codicils, deeds, letters, and more.
A read-only inventory from the Estate Builder — use the button below to add or update holdings.
A living preview of obituary details and personal wishes captured in the Estate Builder.
Manage client estates, wills, and vault records from one place.
Store forms, checklists, and other files for your practice. Client documents stay on each client estate.
We'll email them a link to create an attorney account. You'll each show up on the other's team.
Manage your login credentials and personal details.
Use at least 8 characters.
This is the name shown on your team page.
Choose which email updates Estate Vault USA may send to your account address.
Email when your attorney or client updates a linked estate plan. At most one notice every four hours.
Email when documents are uploaded or removed on a linked estate. At most one notice every four hours.
Payment confirmations and subscription change notices from Stripe.
Occasional estate planning tips and Estate Vault USA announcements.
Your current plan and payment details synced from Stripe.
End your session on this device. You will be returned to the login page and will need to sign in again to access your estate dashboard.
Permanently delete your account and all estate data — beneficiaries, assets, and profile information. This cannot be undone.
Establish the testator's identity, residence, and family structure. Accurate details here help executors locate records and carry out your estate plan.
Legal name and current home location for executor reference.
Contact and identification information for the testator.
Marital status and dependent children, including guardianship preferences if minors are involved.
Designate the individuals who will manage your affairs, care for dependents, and act on your behalf. Successor nominations ensure continuity if your primary choice cannot serve.
Who will manage your affairs? (Your 'Independent Executor')
Your primary executor carries out the estate plan and handles day-to-day administration.
In the event the primary executor is unable or unwilling to serve.
Designated caregiver if minor children need a guardian.
In the event the primary guardian is unable to serve.
If your estate includes a trust, identify who will administer trust assets.
In The Event Primary Trustee Is Unable
Authorizes someone to manage financial matters on your behalf.
Designates who may make medical decisions if you are unable to.
Identify who should manage digital accounts and list online assets with access instructions.
Digital asset inventory
List digital assets (e.g., crypto wallets, online accounts, monetized blogs) and instructions.
Save your personal details and key nominations so you can leave and return without losing progress.
Please provide detailed information to ensure legal precision and avoid ambiguity.
Personal Information
Legal & Distribution Settings
Contact & Location Details (For Executor Tracking)
All assets are organized by category. Each listed asset contributes to your total estate value.
Please provide detailed information to ensure legal precision and avoid ambiguity.
Asset Information
Promissory Notes (money owed to the testator)
Capture the details your family may need when preparing an obituary and honoring your personal wishes. This information helps executors and loved ones tell your story with accuracy and care.
Core biographical details commonly included at the beginning of an obituary.
Summarize your professional path and academic background.
List relatives you would like acknowledged in your obituary.
A narrative overview of your life — where you grew up, defining chapters, and what mattered most to you.
Achievements, community ties, and the passions that shaped your life.
Upload a portrait or family photo for memorial programs, online obituaries, or executor reference.
Optional details that help reflect your life beyond work and family.
Guidance for your family beyond the obituary — memorial preferences, messages, or instructions for loved ones.
Tip: You can revisit this section as your wishes evolve. Detailed notes reduce uncertainty for your family later.
Save your memorial profile to sync with the Estate Dashboard, where family and executors can view a formatted preview.