2 hours
To document an estate.
1000's
Custom export options
1 click
To share with every beneficiary.
See How Fiduciaries Use SaveOr Every Day
Book a personalized walkthrough and see how trustees and executors use SaveOr to document, distribute, and report on estate assets.
Everything a Fiduciary Needs for Tangibles Management
Handle the estate the right way — documented, distributed fairly, and easy to defend if questioned.
Document Every Asset in Seconds
A fair distribution starts with a complete record. Snap a photo of any asset and SaveOr's AI fills in the title, category, and estimated value automatically — no spreadsheets, no guesswork.
Snap a photo and AI fills in the details instantly
Get an estimated value for every asset you document
Add notes or assign items to beneficiaries in one tap
Document Every Asset in Seconds
A fair distribution starts with a complete record. Snap a photo of any asset and SaveOr's AI fills in the title, category, and estimated value automatically — no spreadsheets, no guesswork.
Snap a photo and AI fills in the details instantly
Get an estimated value for every asset you document
Add notes or assign items to beneficiaries in one tap
Document Every Asset in Seconds
A fair distribution starts with a complete record. Snap a photo of any asset and SaveOr's AI fills in the title, category, and estimated value automatically — no spreadsheets, no guesswork.
Snap a photo and AI fills in the details instantly
Get an estimated value for every asset you document
Add notes or assign items to beneficiaries in one tap
Distribute Fairly, Without the Disputes
Give every heir and beneficiary a live, read-only view of the estate inventory. Let them review items and declare interest, so distribution decisions are transparent and defensible from the start.
Invite beneficiaries to view items and declare interest
Grant co-trustees and attorneys role-based access
Control exactly who sees what, and when
Distribute Fairly, Without the Disputes
Give every heir and beneficiary a live, read-only view of the estate inventory. Let them review items and declare interest, so distribution decisions are transparent and defensible from the start.
Invite beneficiaries to view items and declare interest
Grant co-trustees and attorneys role-based access
Control exactly who sees what, and when
Distribute Fairly, Without the Disputes
Give every heir and beneficiary a live, read-only view of the estate inventory. Let them review items and declare interest, so distribution decisions are transparent and defensible from the start.
Invite beneficiaries to view items and declare interest
Grant co-trustees and attorneys role-based access
Control exactly who sees what, and when
Know What Everything Is Worth
Fair distribution and accurate accounting both depend on knowing value. SaveOr's AI provides estimated market values for every item you photograph, so you always have a defensible number to work from.
AI value estimates based on real comparable market data
Flag high-value items that deserve special attention
Share valuations with appraisers or the court when needed
Know What Everything Is Worth
Fair distribution and accurate accounting both depend on knowing value. SaveOr's AI provides estimated market values for every item you photograph, so you always have a defensible number to work from.
AI value estimates based on real comparable market data
Flag high-value items that deserve special attention
Share valuations with appraisers or the court when needed
Know What Everything Is Worth
Fair distribution and accurate accounting both depend on knowing value. SaveOr's AI provides estimated market values for every item you photograph, so you always have a defensible number to work from.
AI value estimates based on real comparable market data
Flag high-value items that deserve special attention
Share valuations with appraisers or the court when needed
Export Records Ready for Court
When it's time to file an accounting or close an estate, SaveOr generates clean, professional exports that are ready to use — no reformatting, no spreadsheets, no back-and-forth.
Export a photo-backed PDF in one click
Download a CSV for courts, co-fiduciaries, or accountants
Hand off a clean record at the close of any estate
Export Records Ready for Court
When it's time to file an accounting or close an estate, SaveOr generates clean, professional exports that are ready to use — no reformatting, no spreadsheets, no back-and-forth.
Export a photo-backed PDF in one click
Download a CSV for courts, co-fiduciaries, or accountants
Hand off a clean record at the close of any estate
Export Records Ready for Court
When it's time to file an accounting or close an estate, SaveOr generates clean, professional exports that are ready to use — no reformatting, no spreadsheets, no back-and-forth.
Export a photo-backed PDF in one click
Download a CSV for courts, co-fiduciaries, or accountants
Hand off a clean record at the close of any estate
Built for Trustees, Executors, and Administrators
SaveOr is built around the documentation, transparency, and fair-dealing standards fiduciaries are held to under their duty of care.
Manage Every Estate in One Place
Serving as trustee or executor for more than one estate at a time is common. SaveOr keeps each estate's inventory organized and separate, so you always know exactly what belongs to which estate.
Keep a separate, organized inventory for every estate
Switch between estates without losing your place
Assign co-fiduciaries or staff to specific estates
Manage Every Estate in One Place
Serving as trustee or executor for more than one estate at a time is common. SaveOr keeps each estate's inventory organized and separate, so you always know exactly what belongs to which estate.
Keep a separate, organized inventory for every estate
Switch between estates without losing your place
Assign co-fiduciaries or staff to specific estates
Manage Every Estate in One Place
Serving as trustee or executor for more than one estate at a time is common. SaveOr keeps each estate's inventory organized and separate, so you always know exactly what belongs to which estate.
Keep a separate, organized inventory for every estate
Switch between estates without losing your place
Assign co-fiduciaries or staff to specific estates
Documentation That Holds Up to Scrutiny
Your duty of care requires clear, defensible records of estate assets. SaveOr's timestamped, photo-backed items give you a condition-and-value snapshot you can stand behind if ever questioned.
Timestamped, photo-backed records support your duty of care
Condition and value snapshots protect you from disputes
Consistent recordkeeping across every estate
Documentation That Holds Up to Scrutiny
Your duty of care requires clear, defensible records of estate assets. SaveOr's timestamped, photo-backed items give you a condition-and-value snapshot you can stand behind if ever questioned.
Timestamped, photo-backed records support your duty of care
Condition and value snapshots protect you from disputes
Consistent recordkeeping across every estate
Documentation That Holds Up to Scrutiny
Your duty of care requires clear, defensible records of estate assets. SaveOr's timestamped, photo-backed items give you a condition-and-value snapshot you can stand behind if ever questioned.
Timestamped, photo-backed records support your duty of care
Condition and value snapshots protect you from disputes
Consistent recordkeeping across every estate
Give Every Beneficiary a Fair Process
Heirs are often spread across the country and anxious about fairness. Share a live, read-only view of the inventory so everyone stays informed and distribution feels transparent, not one-sided.
Invite beneficiaries with role-based, read-only access
Let beneficiaries review items and flag questions
Send clean, professional reports at the close of an estate
Give Every Beneficiary a Fair Process
Heirs are often spread across the country and anxious about fairness. Share a live, read-only view of the inventory so everyone stays informed and distribution feels transparent, not one-sided.
Invite beneficiaries with role-based, read-only access
Let beneficiaries review items and flag questions
Send clean, professional reports at the close of an estate
Give Every Beneficiary a Fair Process
Heirs are often spread across the country and anxious about fairness. Share a live, read-only view of the inventory so everyone stays informed and distribution feels transparent, not one-sided.
Invite beneficiaries with role-based, read-only access
Let beneficiaries review items and flag questions
Send clean, professional reports at the close of an estate
Simple Pricing for Every Estate
Start self-service and document a single estate, or work with our team on a firm-wide rollout — either way, pricing stays transparent.
Fiduciary
For trustees, executors, and administrators managing one or more estates that need clear documentation and fair distribution.
150
/inventory
Unlimited beneficiaries invited per estate
Document as many estates as you need
Priority support
Frequently Asked Questions
Find answers to the most common questions about using our app on your mobile device.
How does SaveOr support my duty of care as a fiduciary?
Can I manage more than one estate at the same time?
How does SaveOr protect me from liability as a trustee or executor?
Can beneficiaries see the inventory themselves?
What do I get at the end of an estate?
Frequently Asked Questions
Find answers to the most common questions about using our app on your mobile device.
How does SaveOr support my duty of care as a fiduciary?
Can I manage more than one estate at the same time?
How does SaveOr protect me from liability as a trustee or executor?
Can beneficiaries see the inventory themselves?
What do I get at the end of an estate?
Frequently Asked Questions
Find answers to the most common questions about using our app on your mobile device.
How does SaveOr support my duty of care as a fiduciary?
Can I manage more than one estate at the same time?
How does SaveOr protect me from liability as a trustee or executor?
Can beneficiaries see the inventory themselves?
What do I get at the end of an estate?
If you are looking to ease documentation, distribution, and fairness for every estate you manage
Ready to get started?
Book a Call
Book a Call
Get Started
Get Started
