How Perpetua Helps Families Settle an Estate

By Jacqueline Deprey, Co-Founder and CEO of Perpetua, in partnership with ECZ Management Partners

After an individual passes away, their families are left to piece together everything they left behind while managing their own grief. As more of our financial and everyday lives move online, answering "what did they leave behind" has grown increasingly complex.

Families often tell us settling an estate is like working a second shift — after a long day of work, they sit down on the couch, open their loved one's laptop, and start searching. For months, they comb through bank statements, insurance notices, utility bills, subscription renewals, or anything that might point to an account.

Perpetua removes much of the manual effort out of that search process. With your permission, Perpetua connects to an email and surfaces an average of 154 services — compared to an estimated 40 found through manual search alone. In minutes, scattered clues transform into an organized checklist for investigating potential accounts and deciding what needs attention.

Who Perpetua Is Built For

For financial advisors, those findings can reveal previously unknown monetary assets and help guide families through more informed decisions about inherited assets.

For estate attorneys, Perpetua reduces manual discovery work, freeing up more time for outstanding probate matters and moving estates closer to distribution.

For people planning ahead, Perpetua's playbook provides a practical companion to existing legal documents, recording the accounts and services loved ones may need to manage in the future.

Built With Privacy in Mind

We know an inbox holds intimate details, from everyday conversations to deeply personal records. That's why we intentionally designed Perpetua to work with limited access. Perpetua only analyzes the metadata needed to identify possible accounts — similar to reading the outside of an envelope without ever opening it. We believe the right to privacy extends even after someone passes away.

With a clear place to start, families can spend less time searching and more time caring for themselves and the people around them.

Learn more about Perpetua at withperpetua.com.