Roadmap

What's shipped, what's next.

Built openly. Updated as plans change. We'll tell you when something slips — estimates aren't promises and you should treat anything in "Planned" as directional, not committed.

Shipped

Available right now.

Inheritance breakdown by beneficiary

v2.69.0

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

Free

Passkey-as-parallel-unlock

v2.68.0

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

Free

Activity feed

v2.68.0

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

Free

Document folder tree (alternative view)

v2.68.0

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

Free

Vault recovery help article + unlock-error link

v2.68.0

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

Free

Three calculators (retirement / savings / return)

v2.67.0

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

Free

Reminders system (in-app)

v2.15.0

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

Free

Vault owner profile + 5-step onboarding

v2.0

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

Free

Smart fill (real property + vehicles)

v2.2.0

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

Free

Google Drive sync

v2.x

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

Free

Advisor sharing + push notifications

v2.11.0

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

Free

In progress

Currently being built.

Document collection templates (advisor)

Coming soon

Save reusable per-advisor request templates so onboarding a new client doesn't require rebuilding the standard list.

Free

Advisor emergency kit

Coming soon

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

Free

Email notifications

Storage tier

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

Storage tier

Planned

Decided. Not yet started.

Order isn't priority — we'll move things up based on what you tell us matters most.

Cloud document storage (R2)

Move beyond the 500 MB OPFS quota with encrypted Cloudflare R2 storage. Files encrypted client-side before upload.

Storage tier

Annotations + direct messaging + todos

Async messaging with annotations on documents, direct messages, and todo items. Storage-tier feature.

Storage tier

Family RBAC

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

Storage tier

Real-time chat with advisor

Live chat via Cloudflare Durable Objects. Replaces async-via-Drive for active client–advisor conversations.

Collaboration tier

Advisor dashboard across all clients

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

Collaboration tier

SMS notifications

Text-based reminders for time-critical events. Provider TBD; deferred until paid-tier infrastructure ships.

Collaboration tier

Insurance affiliate prompts

Contextual insurance suggestions on vehicle/property assets at renewal time. Opt-in only, never on asset creation.

Storage tier

Considering

Real options, not yet committed.

If one of these matters to you, tell us — that's how priority gets set.

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.

Calculators auto-feed from vault data

Pre-fill /calculators inputs from financial accounts and current age. Build when a real user asks.

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.

Vote with your monthly credits.

Inside the app, every account gets monthly vote credits to spend on the features you most want to see prioritized. We watch the totals and adjust the roadmap accordingly.

Open the feedback board