Records

Estate documents, filed under the household

Wills, trusts, and powers of attorney you already have, stored with who can reach them.

Household records on a desk
Overview
<p>Estate documents in the vault are copies you already have: a will copy, a power of attorney, a trust abstract, a letter of instruction. The vault stores them. It does not draft them.</p><p>If a file is missing, the vault can say so. That is a filing status. It is not a conclusion that you need the document, and it is not a review of the one you have.</p><ul><li>Will copy, if you have one</li><li>Power of attorney, if you have one</li><li>Any contact printed on those pages</li></ul><p>Survivor access is separate. You name who can open the vault, and under what conditions. Support cannot grant that access.</p><p>Rixons is not a law firm and not estate-planning software. It will not tell you a document is valid or enough.</p>
What you will need

What the vault stores on each estate file

<p>Store copies you already have. The vault does not draft them.</p><ul><li>Will copy, if you have one</li><li>Power of attorney, if you have one</li><li>Contacts printed on those pages</li></ul>
<p>Survivor access is owner-set. Support cannot grant it. Rixons will not tell you a document is valid or enough.</p>
How we handle it

From a folder to a file a spouse can open

Step - 01

Upload what you have
A PDF, a photo, or a scan. No form first.
Your files
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Step - 02

Approve what it read
Numbers and dates shown before they are used.
You approve
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Step - 03

Ask in plain language
Every answer names the file and the page.
Your questions
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Step - 04

Flag what looks incomplete
Dates, blank lines, missing pages. You set who can open it.
Your rules