The_Calm_Ledger.pdf

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Digital Estate & Financial Closure Assistant Privacy-first digital estate platform for grieving families. Don't leave your family a scavenger hunt. O Team I FinTech Track.

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Financial closure becomes a scavenger hunt. Loan Retirement Insurance 87+ documents Bank account Investments Property oo Grieving family Multiple institutions Subscriptions No unified closure process.

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Family Collaboration Priority Engine o o Secure Vault Digital Estate Assistant Estate Inventory TEE Processing A1 Extraction.

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Secure Vault Overview 4 Secure Assets Total Value: 5.2M Last Access: Today, 2:45 PM 0) Q Search Financial Accounts Activity Property Deeds Vauit Shared Activity Settings Financial Accounts (5) Wills (1) Property Deeds (2) Insurance Policies (3) New Asset Added: 401k Account Passwords Legal Documents o Beneficiaries Dead-man Switch.

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Confidential processing through isolated environments TEE Capsule OCR Encrypted Documents TEE Protected Environment Classification Custom Extraction Model Structured Data Only.

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O Policy Number INS-987654-2023 Nominee Jane A. Doe Coverage Expiry 10/25/2025 98% Confidence 99% Confidence 97% Confidence 96% Confidence Insurance PDF.

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(92%) User corrected value A1 extracted value Confirmed —Y Estate Inventory.

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Assets $1,200,000 Properties 3 Liabilities $450,000 Retirement $850,000 Insurance $5,000,000 Subscriptions 12 Asset distribution.

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Explainable priority engine Critical High O Reason a Due date Required document Family owner O Reason Medium a Due date Reason Required document o Family owner a Due date Required document 0 Family owner.

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Admin Approve Read Estate Executor.

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Immutable audit and transparency Oct 12, 14:02 Oct 12, 14:15 Oct 13, 09:30 Oct 13, 10:45 Oct 14, 16:20 Document uploaded Access granted Field confirmed Task assigned Completed.

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React + TypeScript + Vite D frontend/ Auth Vault Documents lapi/vl Extraction CJ docs/ Audit Family Actions tee/ PostgreSQL Encrypted Storage TEE Worker database/ 6.

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The golden path to closure Create account o 1 Add beneficiary 3 O extracts 5 Generate actions 7 2 Prepare vault 4 Upload documents 6 Confirm fields 8 000 Assign family tasks Estate closure 9.

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Privacy First 1- Explainable A1 TEE Ready Family-Centric Workflow Structured documents become actionable closure..

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Giving families clarity when they need it most, Digital Estate & Financial Closure Assistant.