Interactive demo - document intake
Drop the pile. Probity sorts it out.
Add a messy stack of estate documents and watch Probity detect each type, ask you to confirm anything it is unsure about, and tell you exactly what is still missing before the account can be built. This demo runs entirely in your browser - nothing is uploaded, stored or transmitted.
1 - 2 · Upload & auto-detect
Drag documents here, or
3 & 6 · Confirm type & per-document rules
Documents
No documents yet. Add the sample pile to see the flow.
5 · Live status
Intake status
Documents added0
Types confirmed0
Need your decision0
Transactions sourced0 sourced · 24 pending missing docs
Documents still needed12
4 · Missing-document detection
What is still needed
Bank statements for the full period (Oct-Dec 2022)0 / 3
October is missing - the period is not fully covered.
Brokerage statement for the period0 / 1
Needed for every stock sale, gain and dividend reinvestment.
Check images for every check written0 / 4
Every disbursement needs its check image.
HUD-1 for the real-estate sale0 / 1
Proceeds of the property sale.
Distribution receipts for each beneficiary0 / 2
Proof each distribution reached the beneficiary.
CC-1670 Inventory0 / 1
Sets the beginning balance.
Resolve the items above to continue