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Every document in the firm, finally readable.
Trusts, K-1s, statements, beneficiary forms, operating agreements — the entire firm's document graph, semantically indexed against the household.
Indexing
Hartman Family Trust 2018 (Restated 2023).pdf
42 pages · 1.4 MB
ARTICLE I — REVOCATION AND AMENDMENT
1.1 Grantor reserves the right to revoke or amend
this Trust at any time during their lifetime by
delivering written instrument to the Trustee.
1.2 Upon the death of the Grantor, this Trust shall
become irrevocable.
ARTICLE II — TRUSTEE
2.1 The initial Trustee shall be Margaret R. Hartman.
2.2 If Margaret R. Hartman is unable or unwilling to
serve, the successor Trustee shall be Catherine
A. Hartman, daughter of the Grantor.
ARTICLE III — DISTRIBUTIONS DURING LIFETIME
Ask the document
Who can serve as successor trustee if Margaret is unable to?
Answer
Catherine A. Hartman, daughter of the Grantor. She is named as the successor Trustee under Article II, Section 2.2 of the Hartman Family Trust 2018, restated in 2023.
[1]Hartman Family Trust 2018 (Restated 2023).pdf·p. 3, Article II §2.2
“...the successor Trustee shall be Catherine A. Hartman, daughter of the Grantor.”
What Vault ingests
Every shape of document a household generates over a generation.
Trusts & estates
Revocable, irrevocable, GRAT, ILIT, charitable remainder, dynasty.
Tax documents
1099 packages, K-1s, partnership returns, prior-year 1040s.
Custodial statements
Monthly and quarterly across every custodian and account type.
Beneficiary forms
IRA, retirement plan, insurance, payable-on-death, transfer-on-death.
Insurance policies
Life, LTC, umbrella, P&C declarations and riders.
Operating agreements
LLC, partnership, S-corp documents and amendments.
Real estate
Deeds, mortgages, leases, title insurance, tax assessments.
Correspondence
Engagement letters, prior-firm transition records, attorney memos.
What scale looks like
14k
documents in a typical 60-day rollout
< 60s
from upload to fully indexed and searchable
99.4%
extraction accuracy on financial document tables
7 yrs
default retention; per-firm policy honored
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