Vellum
Before, we keep everything in order. After, we make sure everything gets done.
Vellum isn't another will-maker or digital safe. It's a lifelong family and estate platform that keeps everything a person owns, owes, controls and wishes in order, and turns into an executor operating system the moment it's needed.
Automate
Approve
Professional
Every estate product owns one slice: documents, a vault, bereavement support, settlement, or professional accounting. Nobody owns the persistent thread that connects them. When someone dies, their family inherits a scavenger hunt: hundreds of tasks across dozens of institutions, plus a digital life locked behind passwords and two-factor codes nobody has.
From first step to done.
Life and Legacy
Keep accounts, documents, wishes, contacts and digital life organized and current.
Incapacity
Role-based partial release to a healthcare agent, financial agent or business successor.
Estate Activation
A verified death triggers identity, authority and fraud checks, and the case opens.
Settlement Command Center
An executor and family workspace where every task is triaged and tracked to done.
What Vellum does.
Estate Digital Twin
A continuously maintained model of everything a person owns, owes, controls and wishes.
Readiness Score
How prepared the estate is, and the next best fix.
Passage
A safe, scoped handover of an entire digital life at exactly the right moment.
Probate Shield
A state-aware coach that closes probate gaps asset by asset.
Settlement Autopilot
Every post-death action triaged into Automate, Approve or Professional review.
Asset Recovery Sweep
Finds forgotten accounts, unclaimed property and pensions.
Institution Relay
Knows what each institution needs: which document, notarized or not, court order or not.
Subscription Reaper
Cancels the charges that drain an estate and keeps the ones that earn.
The digital-life handover no one else does.
Keyhouse holds passwords, the keystone email, two-factor seeds and backup codes, phone and SIM succession, and crypto access. The Watch releases them on a verified trigger: death, incapacity, a missed check-in, or a guardian quorum. Each recipient gets a scoped Handover Bundle, never more than their role requires. The Access Graph releases what a login depends on and flags any key a recipient can't actually turn.
- Zero-knowledge, device-side encryption
- Shamir M-of-N key splitting: no single party, Vellum included, can open it alone
- Sealed items are destroyed, not released
The law, looked up, never invented.
Vellum finds a gap, like a bank account with no payable-on-death beneficiary, looks up what the owner's state allows for that asset type, coaches the real-world step, and re-scores when it's done. Every rule comes from a jurisdiction rules engine that is sourced, cited, effective-dated and attorney-verified.
- Rules sourced by state and asset type
- Legitimate alternatives where the easy path doesn't exist
- AI explains and drafts. It never decides who inherits.
A supervised workforce for the hardest weeks of a family's life.
Specialized AI agents handle intake, classification, readiness, institution letters, accounting and family communication. Hard walls apply: AI never decides inheritance, releases crypto, or approves final distributions.
- Agents for intake, settlement and accounting
- Human approval on anything consequential
- An immutable audit trail
Built for
Trust & security
- Zero-knowledge architecture: Vellum stores only ciphertext
- Shamir secret-sharing for key release
- An immutable audit-event stream
Works with the portfolio.
Frequently asked.
Is Vellum a will-maker?
No. Vellum works alongside your legal documents and makes sure everything around them is organized, current and actionable.
Estate continuity, from life to legacy.
Vellum is concept. Ask to hear when it's ready.