What's shipped, what's next.

Opt-in cloud documents beyond the free 500 MB on-device quota. Files encrypt client-side before upload to Cloudflare R2 — zero-custody ciphertext. Marketed as the Storage tier; in-app name is Personal Cloud.

Document-linked notes, async messages, and todo follow-ups next to the file. Available with Personal Cloud / Storage — not in-PDF highlight markup.

Role-based permissions for multi-user vault access — heir-specific visibility, advisor-specific scopes.

Reminder-triggered emails via Resend. Client composes, worker sends, no plaintext content stored on our servers. Manage delivery under Preferences.

Reusable per-advisor request templates so onboarding a new client does not require rebuilding the standard list.

A printable kit for advisors that pairs with their advisor passphrase — completes the SFV Pro recovery story.

Retirement, savings, and return calculators can pre-fill from vault financial accounts and age where available.

Per-beneficiary rollup at /estate-plan showing dollar value + specific items + residuary share.

WebAuthn passkey via PRF extension wraps the master key locally. Touch ID, Face ID, security keys.

Reverse-chronological timeline of vault events at /activity, filterable by category.

Optional folder organization layered on top of the existing asset/member linking.

ELI5 walkthrough of all four credential scenarios, with a link from passphrase-failure UX.

Stateless, client-side financial calculators with shareable URL state.

System notices + user-created reminders + dashboard banner + asset links.

is_owner flag, owner-required field for will testator, dashboard health indicator.

Address autocomplete via Nominatim, VIN decode via NHTSA, optional Rentcast valuation.

Optional encrypted backup to your Drive, conflict detection, cross-device restore.

QR / link sharing with advisor, push notifications via Cloudflare Worker.

Advisor dashboard across all clients

Single pane of glass for an advisor managing multiple client vaults — pipeline, priorities, requests.

SMS notifications

Text-based reminders for time-critical events. Provider TBD; not available yet.

Insurance affiliate prompts

Contextual insurance suggestions on vehicle/property assets at renewal time. Opt-in only, never on asset creation. Not live.

Native iOS + Android apps

Wrap the PWA via Capacitor. Deferred until app is stable and real users are asking. iOS first, Android later.

Plaid integration

Bank account auto-aggregation. Deliberately deferred — designing a privacy-preserving model first that doesn't store tokens server-side.

Multi-vault support

Manage multiple vaults from one app — useful for blended families, business interests held separately, etc.

Trust support

First-class revocable living trust generation alongside the will template.

AI will generation

Replace the fixed template with situational AI-generated variants. Requires attorney review pipeline first.

E-signature

Sign generated documents in-app, store the signed copy encrypted. Pairs with notary integrations long-term.