Organize your legacy and share securely with family.
Track properties, insurance, accounts, and documents — and coordinate with heirs and advisors.
Whether you are settling an estate or planning your own legacy, PAMKIT helps you inventory assets, store documents, and share access with family and professionals — with a simplified interface designed for clarity.
A retiree serving as estate executor for a parent's estate
Inheriting a home, investments, and boxes of paperwork made it clear their own assets needed organizing too.
PAMKIT helps inventory an estate and organize personal assets in one place.
Probate moves faster, and a legacy dashboard is left for the next generation to access.
What's included
- Estate Planning Dashboard — Properties, accounts, insurance, and valuables in one place. Track status, beneficiaries, and next steps for every asset.
- Document Vault for Heirs — Wills, deeds, policies, statements, and receipts — all encrypted and searchable. Designate which documents heirs can access.
- Insurance Tracking — Life, health, property, and long-term care policies in one view. Renewal reminders and coverage gap alerts keep you protected.
- Legacy Dashboard — A simplified view of your complete estate — what you own, what's insured, who inherits what. Designed for clarity, not complexity.
- Secure Family Sharing — Share with heirs, attorneys, and accountants. Granular permissions control who sees financial details vs. documents. Full audit trail.
- Deadline Reminders — Probate deadlines, tax filings, insurance renewals, and distribution dates. Reminders sent to you and designated family members.
- Simplified Interface — Clean, large-text views with straightforward navigation. No clutter — just the information you need, when you need it.
- Audit Trail — Track who accessed what and when. Full transparency for estate settlement, probate compliance, and family peace of mind.
Benefits
- Complete asset inventory with beneficiary tracking
- Encrypted document vault with heir access controls
- Insurance tracking with renewal and coverage gap alerts
- Legacy dashboard — a simplified view of your entire estate
- Secure sharing with heirs, attorneys, and accountants
- Probate deadline and tax filing reminders
- Simplified interface designed for clarity
- Full audit trail for compliance and transparency
Common questions
Is PAMKIT suitable for estate executors?
Yes. PAMKIT helps executors inventory assets, organize documents, and share securely with heirs and professionals. It complements legal and accounting work with automated reminders and a full audit trail.
Can I use PAMKIT for my own legacy planning?
Yes. Many retirees use PAMKIT to organize their own assets, insurance, and documents — then grant heir access so their family inherits an organized estate rather than a box of paperwork.
Can I share with multiple heirs?
Yes. Share access with siblings, children, attorneys, and accountants. Granular permissions let you control what each person can see — financial details, documents, or both. All access is logged.
Is the interface easy to use for non-technical users?
Yes. PAMKIT offers a simplified interface option with larger text, straightforward navigation, and clear labels. It is designed for users who want clarity without the complexity of traditional financial software.
Ready to organize your legacy?
Join executors and retirees who use PAMKIT to inventory assets, plan estates, and share securely with family.