FinDash Docs ยท Reviewed 2026-08-09
Essential Documents
Store, review, and extract planning details from important estate documents.
Document Types
Common estate documents include wills, revocable living trusts, irrevocable trusts, powers of attorney, healthcare directives, HIPAA authorizations, beneficiary designations, insurance policies, trust schedules, and related legal documents.
Secure Storage
Upload documents to the client Vault or through form/workflow collection. Access follows the client, advisor, firm, and shared-access permissions configured for the household.
AI Analysis
AI can summarize documents and extract key information such as fiduciaries, trustees, powers, beneficiaries, dates, account references, and distribution instructions. Extracted data should be treated as reviewable draft data.
Checklist
Use notes, tasks, workflows, and forms to track missing documents, outdated documents, unsigned drafts, and follow-up work with the estate attorney or client.
Open this guide in FinDash Docs