Paper records and mail can reveal accounts, bills, assets and obligations that a digital search misses. This additional service helps organize those materials into a digital record.
01
What's included
Scanning and text recognition
Categorizing, naming and indexing
Linking documents to known providers and accounts
Flagging newly found accounts, bills, subscriptions, assets and action items
Preparing organized digital folders for you or the executor
02
What you receive
Searchable digital copies
A document index and categorized folders
A list of newly discovered accounts and actions
A list of unreadable or unclear items
03
What's not included
Legal review, tax preparation or accounting
Opening or redirecting mail without authority
Long-term storage or destruction of originals unless separately agreed
04
How long it takes
From several business days to several weeks, depending on page count and condition.
05
Who can request it
The document owner, or after a death, an executor or authorized representative. Available before or after a death, on its own or alongside another service.
