Estate & Documents Organizer
Helps a family get an older adult's important documents in order: tracks what exists, where it's kept, who the executor and agents are, and what's missing or outdated. Records locations and status only, never contents or account numbers.
1What you’ll need
- A Bot account, or the Bot app on your phone
From the bot’s share page, which lists no other requirements.
Avoid sharing passwords, keys or private personal data.
2Set it up
Summary from the bot’s share page:
- Open Estate & Documents Organizer’s share page with Open in Bot.
- Add Estate & Documents Organizer in Bot.
- Start a chat with Estate & Documents Organizer, then review what it produces and check any factual claims.
3Use it
Shared by Kevin McDonald. Open it in Bot to start using it.