Estate Document Intelligence

See what's missing
in your inheritance —
before it becomes a problem.

Estates don't fail because of what you know.
They fail because of what you don't.

You tell us what you know. You photograph what you have. We tell you what you hold, what's missing, and why it matters — then connect you to the lawyer who can take it from here.

No legal jargon. No assumptions. Built for heirs, not executors.

Early access · 0 of 500 cases claimed
Active case · Florida · Cross-border
Estate of M.A. Delgado
7
Present
3
Pending
2
Critical
Mar 3, 2024
Date of death · Miami-Dade County, FL
Cert.
Feb 7, 2018
Lady Bird deed · #204471832
Deed
Sep 29, 2023
Brisas Group LLC — member removed
Corp.
14 months prior
Pre-death transfer · review recommended
Transfer
Missing
Acta de defunción apostillada — Colombia
Critical
Active case · Florida · Cross-border
Estate of M.A. Delgado
7
Present
3
Pending
2
Critical

A living case file that shows what's present, what's pending, and what's critically missing — built from the documents themselves.

Person reviewing estate documents at a table
The heir who is not the executor needs an independent picture.

You're watching the estate
being run. Not running it.

"Every estate tool I found assumed I was the executor. None of them were built for me."
  • A pile of documents you don't fully understand — deeds, corporate records, bank statements
  • No sense of what's missing — only what other parties choose to share
  • No timeline of what happened and when
  • No independent picture of the estate
  • No organized file to bring to a lawyer

Most estate tools assume you're the executor. You're not. AcervoVista was built for the heir who is not the executor — the person who needs an independent picture of the estate, not a checklist for the person running it.

How it works

Three things.
In that order.

No legal jargon. No assumptions. The picture of what you hold — built from what you know and what you upload.

01 — Tell us what you know

Tell us what you know

Answer questions anyone can answer from memory. Who passed. When. What you know about the assets and the heirs. The system builds a skeleton case file before you upload a single document.

02 — Photograph what you have

Photograph what you have

Phone photos, PDFs, Word documents — any quality. The system reads them, classifies them across 57 document types, extracts key fields, and places them on the timeline. Spanish and English.

03 — See what you hold (and what you don't)

See what you hold

Your case file shows what's present, pending, and critically missing. The gap map. The reconstructed timeline. And the exact questions to bring to your lawyer.

Missing one document
can change everything.

Delays. Disputes. Especially in cross-border estates. Most people find out how much was missing only once they're deep into the process — when organizing it costs the most time and money.

AcervoVista builds that organized picture early, so when you sit down with a lawyer, the work is already done.

See it in action

The product, in three minutes.

Product demo · Coming soon
Who it's for

Three situations.
One platform.

Heir holding legal document near a window
The heir

You're not the executor. You need an independent picture.

The estate is being administered. You're watching. AcervoVista builds a picture of what the estate actually contains — from the documents themselves, not from what the executor chooses to tell you.

Multi-generational family reviewing estate documents together
The family

Multiple heirs. A complex estate. Everyone needs the same picture.

Share your case file with family members — each with exactly the access you grant them. Build the picture together, at your pace, from wherever you are in the world.

Atlas map showing Florida and Latin America
The cross-border case

Assets in Florida. Heirs in Venezuela, Argentina, Colombia.

This is the case every other platform cannot handle. AcervoVista reads Spanish and English, understands cross-border complexity, and routes you to lawyers who handle exactly this.

If you've ever thought "I don't think I'm seeing the full picture" — you're exactly who this is for.

Free case assessment

How complex is your estate?

Ten questions. Five minutes. Your assessment sent to your inbox.

Pricing

One case. One price.
No subscription.

A succession is an episode, not an ongoing service. You pay once, for this case.

Consumer
Family & Heirs

For anyone navigating an estate — heir, family member, or someone who needs an independent picture.

$10
per case · early access
↗ $20 after early access closes
  • Complete intake and case file
  • Document upload and OCR — 57 document types
  • Dynamic gap map and timeline
  • AI assistant — 50 turns included
  • Questions to bring to your lawyer
  • Family collaboration
  • Lawyer referral — mandatory after intake
  • Spanish and English documents
Add-on · Available on either tier
Lawyer Handoff Package

Everything a lawyer needs on day one — case summary, timeline, document inventory, gap analysis, who's who, and complexity flags. A formatted PDF, ready to send the moment you book a consultation.

$29
one-time, per case
The founding case

Built in a real estate.
A contested one.

Founder portrait, warm professional tone
"My father was Venezuelan. He had three apartments in Florida, bank accounts in Miami, and two sons in California. I was in Argentina when he died. Nobody handed me a guide for that."

AcervoVista was built during a real multi-jurisdictional estate dispute — Venezuela, Florida, and Argentina. Four heirs. Adversarial factions. Missing documents. Pre-death transfers. A decedent with legal structures across three jurisdictions and four heirs without coordinated representation.

A practicing attorney reviewed the first version and was impressed — not by legal analysis, but by the organization, the timeline, and the gaps it surfaced. That reaction is the proof of concept.

Clarity
We make the opaque legible. No jargon. Just what you hold, in plain language.
Intelligence
We read the documents. We reconstruct timelines. We surface what a non-lawyer cannot see alone.
Independence
We work for the heir, not the estate. Your picture is independent of what other parties share.
Dignity
Loss is present in every session. We are calm, respectful, and never clinical.
Lawyer referrals

When you're ready,
you arrive prepared.

Once your case file is clear, we connect you with a lawyer in your jurisdiction — and hand them everything on day one. Case summary, timeline, document inventory, gap analysis, who's who, complexity flags.

You arrive organized. They arrive efficient. No starting from zero. No shoebox.

Florida Venezuela Argentina Colombia Spain More coming
Lawyer and client reviewing documents together
Early access · Limited to 500 cases

Know where you stand —
before decisions are made without you.

Early access users are founding customers — preferential pricing in exchange for being first, and whose experience shapes the product. When the 500 cases are filled, early access closes.

0
of 500 early access cases claimed