PaperTrail

PaperTrail is a mobile + web app that helps retirees and near-retirees stop losing track of the boring-but-critical paperwork that actually runs retirement: insurance policies, pension letters, Social Security notices, tax forms, wills, POAs, medical directives, account statements, and renewal deadlines. Users scan or forward documents into a secure vault, then tag them with simple categories (Health, Income, Housing, Taxes, Legal). The app extracts key fields (policy numbers, effective dates, premium amounts) and creates a plain-language checklist of what’s missing. It also generates a “Family Access Pack” so a spouse or adult child can find essentials fast during emergencies. This is not a financial advisor replacement; it’s a practical organization and continuity tool. Monetization is subscription plus optional concierge onboarding for people who hate setup.