01
Trigger Confirmation
Configured evidence and policy checks determine whether a handoff proposal can move to the next step.
Organise the digital estate before probate begins.
Probate-aware handoff coordination
Aftera turns your instructions, account references, and evidence into a structured handoff plan. It helps heirs and authorised representatives prepare provider and probate steps; it does not replace a will, court, executor, bank, or registry.
Secure My LegacyThe Execution Sequence
How probate-aware handoff works
When the configured evidence meets the policy threshold, Aftera organises the next steps. It prepares people and providers for a handoff; institutions, courts, and legal processes still control final outcomes.
02
Stop Estate Bleed
Immediate preparation to protect value: flag vulnerable accounts, halt recurring charges where a provider permits it, and secure access routes before paperwork begins.
03
Notify Institutions
Banks, insurers, and registries receive complete, verifiable requests from day one. Document packets with consistent structure and qualified signatures.
04
Initiate Claims & Transfers
Claims and provider requests are sequenced for the authorised representative. Every action is tied to a manifest reference and proof record; the institution still approves the outcome.
05
Memorial Controls
Final handover, digital instructions, and closure requests are organised according to your plan. Your intent is documented; providers and legal representatives complete the controlled actions.
The Execution Sequence
When the configured trigger evidence meets the policy threshold, Aftera sequences the plan: notify authorised people, prepare provider steps, organise claims evidence, and surface transfer or closure tasks. Institutions, courts, and legal processes still control final outcomes.
Every action is tied to a manifest reference and proof record. Heirs, advisors, and counterparties can validate progress without private backchannels or guesswork.
Institution Integration
We don't assume one API standard. Aftera supports provider links, documented next steps, and evidence packets so banks, insurers, and registries can be handled consistently regardless of their technical maturity.
Document packets are generated with consistent structure and clear provenance where applicable. Providers and courts still decide what they accept, and whether a transfer or claim can proceed.
Human Oversight When It Matters
Automation is policy-bound, not policy-free. If a command hits a legal ambiguity, the workflow pauses and escalates to authorized human oversight—with full context preserved.
Routine preparation can move quickly. Edge cases stay paused for review. Your family gets structure without a promise that every legal or provider step can be automated.
Ready to convert strategy into sovereign execution?