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Document Vault
Estate administration generates a significant amount of paperwork: the will, death certificate, probate grant, valuations, bank letters, HMRC correspondence, and more. Keeping it all organised and accessible - especially when co-executors need to see it too - is a challenge. The Document Vault gives you a secure, centralised place to store every document.
Key Benefits
Everything it does for you
Unlimited document storage
Upload as many documents as you need for the duration of your estate administration. PDFs, images, and scanned documents are all supported.
Organised by category
Documents are automatically sorted into categories - legal documents, financial records, correspondence, valuations - making retrieval fast.
Secure and encrypted
All documents are stored in Supabase's encrypted object storage. Access is strictly controlled by Row Level Security - only authorised users can view your documents.
Shared with co-executors
Co-executors you've invited automatically have access to the vault, eliminating the need to email sensitive documents back and forth.
Long-term retention
HMRC recommends keeping estate records for at least 20 years. The vault retains your documents for as long as your account is active.
How It Works
Up and running in minutes
Upload documents as you receive them
Drag and drop or browse to upload. Add a title and category so documents are easy to find later.
Access anywhere, anytime
Log in from any device to view, download, or share documents. Co-executors see the same vault with the same permissions.
Retrieve quickly when needed
Filter by category or search by document name. Download originals at any time.
Ready to setup your first estate?
Join executors across England, Wales, Scotland, and Northern Ireland using EstateCopilot to administer estates with confidence.
Related Features
Work with Co-Executors
More than one executor? No problem. Share access with co-executors and work together securely.
Learn moreLetter Templates
Pre-written letters for banks, HMRC, beneficiaries. Just add your details and send.
Learn moreSmart Task Management
AI suggests your next 3-5 tasks based on what you've completed. Never wonder 'what now?'
Learn more