Persynl brings everything you own, owe, protect, and want to pass on into one living picture, so you can see it, act on it, and share it with the people you love.
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The accounts, the policies, the deeds, the passwords, the family papers and the stories behind them, spread across drawers, inboxes, and one person's memory. You can't see the whole picture, you can't act on what's missing, and if something happens, the people you love are left to reconstruct it under pressure. Estate planning creates documents; Persynl creates understanding.
Upload your documents (statements, policies, deeds, even old letters) and Persynl reads them, connects them, and turns them into one place you can see, act on, and share.
Your statements, policies, deeds, and wills, read and connected into a single organized view. Your IRA at Fidelity. Your home on Oak Street. All of it, in one place.
Persynl surfaces what needs your attention as plain next steps: a beneficiary that doesn't match your will, a truck still titled in your name instead of your trust, a policy that lapsed.
Ask a plain question, like "What life insurance do we have?" or "Who are the beneficiaries on the IRA?", and get an answer drawn from your own records, not the internet.
Bring in your spouse, your family, and your trusted advisors with view-only access. You decide who sees what. You can even gift Persynl to the people you love.
If the worst ever happens, the people you choose see exactly what to do in the first days: who to call, where things are, and how to take care of what you built.
Forward a new statement, policy, or letter by email and Persynl files it for you. Your picture stays current without becoming another chore.
Not a folder of files, but a living picture that understands how everything fits together.
Persynl is for more than the practical. Upload the handwritten letters, the old photographs, the family history; Persynl reads and transcribes them and keeps them safe, searchable, and easy to share. The documents of a life, and the stories behind it, finally in one place.
From wartime letters to a grandparent's handwriting, the things you can't replace are preserved alongside everything else you own.
Most couples leave their first session with a clearer picture of their life than they have ever had.
In a guided session, you and your advisor gather your documents and scan them in. No forms, no spreadsheets, no homework.
Our system reads each document and connects the people, accounts, properties, and policies into one living picture of your household.
Walk through what Persynl found: your net worth, your coverage, the gaps to close, the next steps to take. Then add to it anytime, and share it with the people you choose.
Persynl is built so that you, not an institution, not an advertiser, not an AI company, own the record of your life.
Built on bank-grade, SOC 2-compliant infrastructure trusted by family offices.
The same infrastructure a family office trusts, now under your control.
Join the waitlist and be among the first households to put their life in order with Persynl.
Thank you! You're on the list. We'll be in touch.
