For Estate Executors
You just inherited someone's entire paperwork.
Let AI help you sort it.
Being named executor means organizing a lifetime of financial records, insurance policies, property deeds, and legal documents — often while grieving. The Drive AI captures and organizes everything so you can focus on what matters.
The reality
Sound familiar?
No one trains you to be an executor. You are handed a responsibility that most professionals need software to manage — and you are expected to do it while dealing with loss, family dynamics, and probate deadlines.
Documents are everywhere — or nowhere
Bank statements in a filing cabinet. Insurance policies in an email from 2019. The deed is with the attorney. The will is in a safe deposit box. Tax returns might be in Google Drive, or maybe on the old laptop. You have to find everything before you can do anything.
You do not know what you do not know
Did they have life insurance? A retirement account you were not told about? An old mortgage? A storage unit? Every week you discover another account, another document, another thing to track down.
Banks and institutions send documents slowly
You request a death certificate copy. Two weeks later you get it. You send it to the bank. They mail a statement. You send that to the attorney. Each institution has its own timeline and its own format. Documents trickle in over months.
Multiple family members need access
Your co-executor needs to see the insurance documents. Your sibling wants to know about the property. The attorney needs the financial statements. Everyone is asking for files you are still trying to locate.
The probate court has deadlines
Inventory filings, creditor notifications, tax returns — probate has real deadlines with consequences. Missing a filing because you could not find a document is not acceptable but entirely possible when everything is disorganized.
How it works
Set it once, forget it forever
What if every document you receive — from forwarded emails, scanned papers, bank mailings, attorney correspondence — automatically organized itself by category? Insurance policies in one folder. Bank accounts in another. Property documents separated from tax records. Named clearly. Searchable. Shareable with your attorney and co-executor.
Forward emails, everything organizes itself
Forward the deceased's email to your connected account. The AI reads every attachment — bank statements, insurance notices, tax forms — and files them by category. Months of documents organized in minutes.
Scan physical documents, they get sorted
Take a photo of a paper document with your phone. Upload it. The AI reads it, determines it is a property deed, and files it in Property/[Address]/Deed.pdf. No manual naming or sorting.
Organized by asset and category
Auto-organize by: Bank Accounts, Insurance, Property, Retirement, Tax Returns, Legal/Probate, Personal Effects. Each category has clear subfolders. The AI decides where each document belongs.
File requests to collect from institutions
Send file request links to banks, insurance companies, or the deceased's employer. They upload documents directly. Each upload is auto-classified and placed in the right folder.
Share specific folders with co-executors and attorneys
Your probate attorney sees the Legal/Probate folder. Your co-executor sees everything. Your sibling sees only the property documents. Controlled sharing without emailing files back and forth.
Search across everything instantly
"Find the life insurance policy" works even if the document is named "MetLife_notice_2024.pdf" — because the AI reads the content and knows it is a life insurance policy.
In practice
Tell it what you want. It handles the rest.
You say
"Organize estate documents by category: Bank Accounts, Insurance (Life, Home, Auto), Property, Retirement & Investments, Tax Returns, Legal & Probate, Medical, Personal. Name files as [category]-[institution]-[document-type]-[date]."
It does
A MetLife policy emailed by the agent becomes Insurance/Life/MetLife-Life-Insurance-Policy-2024.pdf. A Chase bank statement becomes Bank-Accounts/Chase/Chase-Statement-July-2026.pdf.
You say
"Find all insurance policies across every category"
It does
Returns life insurance, homeowners insurance, auto insurance, and umbrella policies — even if they were named generically or buried in forwarded email threads.
You say
"What financial accounts have I documented so far?"
It does
The file agent scans your organized files and lists every financial institution found — Chase checking, Fidelity 401k, Schwab brokerage, MetLife life insurance — helping you track what you have and what might be missing.
“When my father passed, I became executor of an estate I knew almost nothing about. Documents were in email, a filing cabinet, his Google Drive, and envelopes in a drawer. It took me three weeks just to figure out what accounts existed. I wish I had this tool from day one — it would have saved me a hundred hours.”
Linda M. — Estate executor, first-time
FAQ
Common questions
Can I forward someone else's email to capture their attachments?
Yes. If you have access to the deceased's email (as executor, you typically can request this from email providers), you can forward their emails or connect their account. The AI captures all attachments and organizes them by content.
How do I share with a probate attorney securely?
Share specific folders with view or edit access. Your attorney gets a link to the Legal/Probate folder (or the entire estate workspace) without needing their own account. All access is logged.
Can multiple executors collaborate?
Yes. Invite co-executors with full access. Both can upload, search, and organize. The AI applies the same rules regardless of who uploads, so everything stays consistent.
What if documents are physical (paper)?
Scan or photograph them with your phone and upload. The AI reads the scanned content, classifies the document type, renames it, and files it in the correct category — just like a digital document.
Can it help me track which assets I've found?
Yes. The file agent can generate an inventory of all documented assets based on what has been organized — listing every financial institution, insurance company, and property found in your files. This helps identify gaps.
Is this secure enough for sensitive estate documents?
Yes. End-to-end encryption, SOC 2 compliance, and your data is never used for AI training. Estate documents often contain Social Security numbers, account numbers, and other sensitive information — all encrypted and protected.
A lifetime of documents. Organized in days, not months.
Forward emails. Scan papers. Upload files. The AI organizes everything by category — so you can settle the estate without drowning in paperwork.
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