Bring everything together
Keep estate and family documents in one place instead of across email inboxes, filing cabinets, and disconnected drives.
A little preparation. A lot of peace of mind.
Your family's important documents.
One trusted place.
Life is complicated. Finding your family's records shouldn't be. BearingTrust brings wills, trusts, policies, and everyday essentials together in a secure, searchable document vault.
For families, executors, trustees, and estate planning advisors.
A clearer picture of your estateEverything important, connected.
- Wills & trusts Organized
- Property records Searchable
- Insurance policies Ready to find
An illustration of what you can organize with BearingTrust.
Centralized records
AI-powered search
Permission-based sharing
130,000+ individuals and companies trust us with their data.
Less searching. More certainty.
More than a folder.
A plan for the people who matter.
Scattered files create unnecessary stress. Give your family a practical way to find, understand, and manage important information, before they need it.
Find answers, not just files
Use AI-powered search to explore your documents and locate relevant information without manually combing through every page.
Share with intention
Invite trusted family members, executors, or advisors and use vault permissions to control their access.
Make the next step clearer
Organize the records that support estate administration, so the people helping you know where to begin.
Keep trusted people connected
Give the people involved in your estate a shared place for records, reducing back-and-forth and duplicate document requests.
Keep private records protected
Use a secure document vault with access controls, rather than relying on scattered email attachments for sensitive records.
The whole picture, in one place
Built for the documents
your family depends on.
Start with the records you have today. Build a more complete collection over time, with a dedicated place for the details your family and advisors may need.
Learn more about BearingTrust- Wills, trusts & powers of attorney
- Deeds, titles & property records
- Life, home & other insurance policies
- Financial & account records
- Tax records & supporting documents
- Final wishes & family instructions
A simple place to start
From scattered records to a shared resource.
You don't need to organize everything at once. Start with one important document and take it from there.
- 01
Create your account
Get started with BearingTrust and create a vault for your trust, estate, or family records.
- 02
Add your documents
Upload important records and organize them in a way that makes sense for your family.
- 03
Find answers. Share access.
Explore your documents with AI-powered search and invite the people you trust to help.
For everyone in your circle of trust
One estate. Different responsibilities.
A common source of information.
Families
Make important records easier to find and give loved ones a clearer starting point when circumstances change.
Executors & trustees
Spend less time tracking down documents and more time understanding the records that support your responsibilities.
Estate planning advisors
Help clients organize their records and collaborate through shared vault access.
Good questions. Clear answers.
Before you get started.
What is BearingTrust?
BearingTrust is a secure document management platform for estate and family records. It brings document storage, AI-powered search, and permission-based sharing together in one place.
What documents can I keep in my vault?
You can organize wills, trusts, powers of attorney, property records, insurance policies, financial records, and family instructions. Start with your existing documents and add more as your needs change.
Can I share access with my family or advisors?
Yes. You can invite trusted people to your vault and manage their permissions. Share access with the family members, executors, trustees, or advisors involved in your planning.
How does AI-powered search help?
It helps you explore information in your uploaded documents using natural-language questions. Always check important details against the original document; AI-generated answers can contain errors.
Does BearingTrust replace an estate planning attorney?
No. BearingTrust helps you organize and understand records. It does not replace legal, financial, or tax advice, and storing a document does not establish its legal validity. Keep original documents where required and consult a qualified professional about your estate plan.
Prepare today. Help them tomorrow.
Give your family more clarity.
And yourself more peace of mind.
Your first step doesn't have to be a big one. Put your important documents in a place you and the people you trust can find.
Get started with BearingTrust