A familiar challenge
Beneficiaries have questions and documents to provide while an estate is being settled.
For executors: the whole estate in one file, ready to account for.
Settling an estate means collecting records from dozens of sources: banks, insurers, tax authorities, notaries and the family itself. AnnTac gives every estate its own file in which everything is recognised, named and stored searchably, and keeps the communication with heirs neatly together.
Your archive. Your structure.
Every document straight into the right case file.
Structure Estate → Section → Document type
- Estate of James Miller
- Will and declarations
- Will
- Grant of representation
- Assets and liabilities
- Bank statements
- Valuations
- Invoices
- Tax and distribution
- Inheritance tax return
- Estate account
- Correspondence
- Will and declarations
Documents and archive
Keep deeds, evidence and progress together for each estate.
Orbit: conversations and actions
Exchange messages and documents with beneficiaries and track remaining actions.
Orbit is in pilot. Features, permissions and archive integration are agreed during setup.
Why executors choose AnnTac
One file per estate
Bank statements, policies, deeds, returns and correspondence together per estate, searchable on any word.
Request documents from heirs
Through Orbit you request records from heirs and other parties; a photo with the phone is enough and the document lands straight in the file.
Ready for the final account
At the end of the administration you account to the heirs; you find any document in a fraction of a second.
A request becomes a task
Every open request sits as a task in the overview, so you see per estate what has arrived and what is missing.
Have paper records scanned
Boxes of the deceased's paperwork can be scanned by AnnTac and recognised by the AI, making everything searchable.
Confidential document management
EU hosting on our own hardware, encrypted connections and AI that runs locally.
How it works
1. Collect
You deliver records through the scanner, Uplink or the app; heirs deliver through Orbit.
2. Organise
The AI recognises and names every document and places it in the estate file.
3. Account
At completion you have the complete, searchable administration ready for the heirs.
Also for firms administering multiple estates
Does your firm settle several estates at once, as professional executor or administrator? Every file is shielded, the team works together in one platform, and after completion the archive remains searchable.
What does it cost?
Most teams choose Horizon at €40 per user per month. See the comparison for all options and conditions. All prices include 21% Dutch VAT.
See all pricingSee how it works with a live estate?
Book a half-hour online demo, or try Launch free for 90 days for your business documents.